Let SFP Create Customized Training For Your Team!

Is your sales team accurately quoting?  Are you able to easily see conversation ratios and follow up on old quotes?  And of course, customer orders is where the magic happens.  Learn the ins and outs of how to write up a sale, track, filter, collect payments, and more! 

Cycle counts, Receiving, Tagging, Staging, Purchasing, Adjustments, Deliveries, Returns...a day in the life of a warehouse.   How organized is your warehouse & team?  Let me help!

Products are what get the job done.  Is your sales team struggling to find products, or is your purchasing department unable to use B2B purchasing because of how products are being used?  Easy fix - call us!

Accounts Receivable, Accounts Payable, Bank Reconciliations, Sales Taxes...everything RFMS does flows through to the financials.  If it feels difficult or clunky, let me help you fix it!

Schedule Pro is THE calendar - easily schedule and communicate with salespeople, installers, and customers.  Schedule installs, measures, and deliveries, and check material status all from one module. 

Commercial jobs work a little differently than retail jobs - and so does the billing.  Learn to bill monthly and begin recognizing revenue and expense for the completed portion each month.

RFMS reporting can answer any question you have, if you know where to look.  Let my team help find the reports to answer your questions that will help you truly monitor your business.

Do you have salespeople who work on commission?  Let RFMS help you figure commissions for you.  I will work with you to set up the commission schedule (or schedules) that work for your team, and show you how to quickly handle commissions and draws. 

Subcontractor payroll doesn't have to be a nightmare.  Retainage can be tracked in the system.  Subcontractor AR doesn't have to involve pieces of paper sent between departments.  Let's get this process cleaned up for you!

If you need assistance in any area of RFMS, we have the resources to help.  Contact us today to reserve an online or onsite training session for your team!