#1 flooring business - rfms · for all flooring business types. rfms works no matter what type of...
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#1 flooring business management system available.
Welcome to the
TEAM RFMSOutstanding Software is essential, and the
core RFMS Business Management System
has no equal, or close second. While RFMS
is best known as the leading software provider
for the flooring industry, our purpose is not
simply to “sell” software. The RFMS approach
includes software and training to make sure
that you effectively implement our system.
Once you are up and running on RFMS, we
help you to progressively refine your business
plan. Together we shape your business
process around one primary objective - greater
profitability.
Another benefit from the complete RFMS Business
Management System is reduced stress and frustration.
Time becomes available so owners and entrepreneurs can
truly own their business, enjoying a better quality of life for
themselves and their staff.
We welcome you to become a member of the RFMS family. Our greatest reward is your success.
TERRY WHEAT, PRESIDENT
Owner and President of RFMS (Resource and Financial Management Systems) and successful flooring dealer for over 35 years, Terry Wheat developed our premier business management software benefiting literally thousands of businesses just like yours. RFMS has automated over 2,000 flooring businesses in 7,000+ locations across the US, Canada and Australia.
As the owner of two successful floorcovering retail operations, Terry has a hands on approach to the development of our software programs. In 2008, Terry was inducted into the World Covering Flooring Association’s (WFCA) Hall of Fame in recognition of his efforts of consistent performance and for significant contributions in the flooring industry. “ “
TERRY WHEATPresident, RFMS, Inc.
Management Tools
Measure by RFMS combines advanced mathematical computations with easy to use
software to create the most amazing takeoff estimating software on the market. A built-in
“Interview” process is designed to take both novice and experienced estimators through
creating the most accurate and detailed estimates possible.
>> 7 Editions Available >> Disto and Digitizer Compatible
In recent years, the Web has revolutionized the way companies conduct business. Today,
many companies rely on the Internet to support much of their sales, customer service,
back office and supply efforts. With the right software solution and training, web based
ECommerce (EC) solutions allow both small and large companies to slash administrative
transaction costs, increase accuracy and speed and boost customer service.
Bid Pro guides you through the bidding and estimating process by allowing the entry of
estimates and estimate templates. Templates eliminate the need for duplicate and time
consuming data entry. Use this powerful tool to increase your bidding productivity and in
turn, increase your profitability.
>> Great for Multi-Family or Tract Bidding
RFMS Schedule Pro makes managing your flooring installations a simple task. With
specialized tools and features at your disposal, you’ll be able to quickly schedule and
track jobs and crews. Because Schedule Pro integrates with RFMS Order Entry, you
are able to measure your installation capacity for increased productivity and improved
customer service.
BID PRO
ECOMMERCE
MEASURE
SCHEDULE PRO
cc ORDERENTRY
Order Entry with Barcoding Capabilities is a great Point-of-Sale tool! Order Entry
includes barcoding for quick, easy and consistent entry of customer orders. A cash
drawer and credit card swipe can be used to read RFMS generated bar codes and/or
standard UPC codes.
>> Links scheduling, estimating, accounting, purchasing, inventory, quotes
ccBARCODEDINVENTORY
Save time and reduce errors in your most important asset management - your inventory.
Inventory with Barcoding provides the ability to take a count of physical inventory with a
hand held, portable terminal out in your warehouse and transfer the data into the RFMS
Inventory module for easy reconciliation.
>> Works with handheld Tricoder
Business
TERRY WHEATPresident, RFMS, Inc.
The best things about a great software system are the ones you may never see.
The RFMS Business Management Core Software was built around integration. Virtually every task or process is linked together across the network of modules which make up RFMS. Knowing that the information you just added in one field has “invisibly” updated related modules, creates genuine security that only comes from the certainty that your data is both correct and accurate. Errors can be adjusted at the source and the software does the rest.
This diagram illustrates the strategic relationships present throughout the entire RFMS Suite of products. You can clearly see how data starts at the source - Products - and flows all the way to the final destination - the General Ledger with many stops along the way.
the most integrated system available.
RFMS TOOLS FOR PRODUCTIVITYProductivity has never been easier. Starting with the initial takeoff, the integrated and linked RFMS software programs take your job all the way through to your P & L Statement without repetitive data entry.
DRAW ITUse Measure by RFMS to perform takeoff estimating and drawing. Powerful material calculations with layout and cutting diagrams.Measure by RFMS exports to a spreadsheet, In-Home Solution, Bid Pro or Order Entry.
ADVANCED ESTIMATESPerform advanced estimating and analysis using Bid Pro. Additionally, create templates of your projects to use for future jobs. Bid Pro exports to Order Entry.
ORDER AND SCHEDULE ITOnce the estimate becomes an order, export everything directly into Order Entry to take deposits, print receipts, create purchase orders and everything else that Order Entry offers, including installation job scheduling in Schedule Pro.
ANALYZE ITAfter the job is installed instantly know your profitability. And because all the data flows through the system as you progress, your financial reporting is fast and accurate.
Replace a maze of standalone programs
with
Measure by RFMS, In-Home Solution and Bid Pro are optional add-on modules that all integrate with Order Entry.
RFMS CoreSolutions with
Inventory management and purchasing control is a critical aspect of any successful operation because of the large capital investment required. The Inventory and PO modules integrate with the RFMS Products module for current, reliable pricing & cost control. Standard features:
• auto PO Generation• barcoded inventory tags• multi-location inventory management.
INVENTORYRFMS Order Entry is the heart of the system. From a single customer order, these automatic postings are made: • sales commissions• service charges• sales/use tax• inventory• general ledger• accounts receivable• jobcost
ORDER ENTRY
RFMS Products reduces data entry time, maintains consistency and creates the highest level of control. Information stored here may be imported into the job/project/sales order, the purchase order, and inventory receiving. Pricing formulas calculate selling prices using:
• costs• freight• installation charges &many other factors
PRODUCTSRFMS Quotes provides the easiest way to manage quotes and create professional bids. RFMS Quotes is interfaced with the Products module ensuring fast, consistent product and price information. Since Quotes is interfaced with Order Entry, you can quickly turn a sales person’s quote into a customer order. And, because you can use passwords to determine who should turn “quotes” into contracts, you still maintain control.
QUOTES
RFMS Accounting includes G/L, Accounts Payable, Human Resources, Accounts Receivable, Banking, Commissions and Sales Analysis Reporting. • up-to-the-Minute Management Report• professional statements• detailed financial reports• easy check writing• customer account lookup and many
more features create the RFMS Acounting module.
ACCOUNTING
www.rfms.com
for all flooring business types. RFMSworks
No matter what type of
flooring business
Commercial, Builder, Multi-
Family or Retail, RFMS has
proven methods to streamline
and manage each of these
business applications.
Whether your flooring
business is specific to one
application or a combination
of business types, RFMS
has the tools and expertise
to meet and exceed your
management software needs.
BUILDER
Use Measure to import the floor plan and calculate the areas, then export these quantities to Bid Pro to set up a proposal illustrating allowed figures versus any upgrades. Once a selection sheet is received, products are adjusted and the Bid is exported to Order Entry (add-ons, overages and upgrades) and to Scheduler Pro (for scheduling the installation).
COMMERCIAL
Use Measure for Plan takeoffs and creation of layouts, export to Bid Pro to create a bid illustrating actual costs and apply appropriate profit margins. Once Bid is awarded, export Bid to order entry along with any notes or documents attached to the Bid. RFMS then captures a Job Cost Base Line illustrating beginning cost and quantities for future reference. Once job is in process, RFMS allows you to progress bill and track retainage.
MULTI-FAMILY
Use Measure to create templates of floor plans, export to Bid Pro and create templates for all floor plans with available option. When a unit installation is requested, tag and export the appropriate lines on the model template. Print this bid to a PDF file and email to the management company for a PO to be issued. Once a PO is received, export this proposal to Order Entry for inventory procurement, work order and pick ticket generation.
RETAIL
Use Measure to calculate dimensions and create layout, export to Quotes for salesperson to make modifications. Salesperson can check out samples to customer using bar code scanning. Once contract is signed, management exports to Order Entry. Order Entry is designed to optionally work with a cash drawer, credit card swipe and bar code reader for a true point-of-sale system. After the order is entered, set up the installation in Schedule Pro.
ProductivityMaximize your
E-L
earn
ing
E-Learning is an exciting new cost-effective internet-based training program that allows employees to learn and work at their own computer - saving our clients expensive travel costs and valuable out-of-office travel time.
Scheduled classes vary in length and are billed at an hourly rate based on the certification level of the consultant required for the consultation. In addition, E-Learning can be used as a cost-effective alternative to one-on-one on-site training. Please visit the RFMS website for more information.
Trai
ning
Cen
ter
State-of-the-Art classrooms at the RFMS home office in Tuscaloosa offers RFMS clients the opportunity to attend training classes away from the hustle and bustle of a normal business day.
Class sizes are limited to ensure each student receives the highest level of personal attention. Each student works at his or her own computer using a workbook and following the instructor. Check the RFMS website for schedule.
Con
sulti
ng
RFMS courses can be delivered “off-the-shelf,” slightly modified or completely customized for your training or business analysis needs. RFMS on-site training/consulting is the ideal solution for training a group of employees, a department, or launching a company-wide training or business initiative.
It’s affordable because your employees don’t have to leave the office. Training can be designed to fit your goals while producing immediate and measurable results . Quality training that thousands of RFMS customers choose each year for their training needs.
Sem
inar
s
Seminars vary from beginner levels to advanced and also include specialized sessions that focus on different areas of your business. All seminars are held close to airports in major metropolitan cities throughout the U.S, making travel to these destinations less time consuming and more affordable. Check the RFMS website for availability.
Our seminar presenters are seasoned flooring professionals who understand how important time is to you and your staff. That’s why all of the regional seminars have a planned agenda with a very limited number of students.
SUPPORT
• TOLL FREE HELP DESk
• COMPLETE ON-LINE DOCUMENTATION
• WEB-BASED kNOWLEDGEBASE
• REGULAR SOFTWARE ENHANCEMENTS
www.rfms.com