MeasureSquare has been a leader in digital takeoff and estimating solutions for over 20 years. When paired with MeasureSquare CRM, your takeoff data becomes significantly more powerful, enabling automation, eliminating double-entry, and streamlining your entire workflow.

This section covers how MeasureSquare’s takeoff platforms integrate with the CRM, best practices for handling materials and labor, and how to leverage MeasureSquare Web.

1. Takeoff Platforms

MeasureSquare offers several top-tier takeoff systems:

• MeasureSquare 8
  
  

• MeasureSquare Mobile
  
  

• MeasureSquare Stone
  
  

• MeasureSquare Web — a web-based takeoff solution embedded directly in the CRM
  
  

When used alongside MeasureSquare CRM, these platforms become part of a unified pipeline that connects takeoff, estimating, proposals, purchasing, and project management — all without retyping or duplicating data.

In the CRM we call our takeoff files Diagrams (you can always customize the names of your modules in Settings -> Modules), but we’ll do our best to merge the terms for the purposes of this guide.

2. MeasureSquare Cloud

To maximize collaboration and eliminate file-related issues, we strongly recommend storing all takeoff projects on the MeasureSquare Cloud.

Benefits of using the Cloud:

• Shareable 3D Viewer links for your team, customers, and installers
  
  

• Automated project backups
  
  

• Automatic project sharing across users or teams
  
  

• A single, consolidated list of takeoff files
  
  

• Reduced errors — especially duplicate file versions
  
  

Once you upload a takeoff project into MeasureSquare CRM, it is automatically saved to the cloud. Because of this, cloud storage is the safest and most efficient method for managing takeoff projects.

3. Using MeasureSquare Takeoff with MeasureSquare CRM

Regardless of your current habits in MeasureSquare 8, Mobile, or Stone, introducing the CRM takes your data utilization to a new level:

No more double-entry — truly.

When you follow best practices, your team will only enter information once, and it will flow automatically into:

• Estimates
  
  

• Proposals
  
  

• Price Requests
  
  

• Purchase Orders
  
  

• Work Orders
  
  

• Closeout documents
  
  

For this reason, it’s often helpful to revisit how you use MeasureSquare 8. Any product information you enter during takeoff—such as vendor, trade, or selling unit—will save you time downstream in the CRM.

4. Figuring Material Products in MeasureSquare

Different teams use takeoff differently: some enter every detail during takeoff, while others only capture quantities and complete the details elsewhere. With the CRM in place, the more complete your product data is at takeoff, the more automation you unlock later.

Fields you should fill out for every material product:

1. Vendor

• Enables automation for Price Requests and Purchase Orders.
  
  

2. Trade

• Allows sorting proposals by trade and enhances Work Order automation.
  
  

3. Sell By

• Defines how the product is sold (e.g., box, roll, pallet).

• Converts base units (SqFt, SqYd, LnFt, Each) into selling units (Cartons, Boxes, Pieces, Buckets, etc.)

• Automatically rounds usage up to the next full selling unit.

Example: Carpet tile might be measured in SqYd but sold by the Box. Setting “Sell By: Box” ensures accurate purchasing and prevents under-ordering by rounding up to the next full box.

Of course there are other (more obvious) mandatory fields such as the name, description, waste, and sizing information. 

Using Add-Ons in either MeasureSquare 8 or MeasureSquare Mobile

Be sure to attach adhesives, labor, trims, and accessory items using MeasureSquare’s Add-On System. This ensures that all necessary materials are automatically included in takeoff and carried into the CRM.

Link: How to use add-ons in MeasureSquare 8
Link: How to use add-ons in MeasureSquare Mobile

5. Figuring Labor Products in MeasureSquare

MeasureSquare CRM’s labor system is flexible enough to match the wide variety of workflows used in the flooring industry. Labor can be automatically calculated using the Add-On System in MeasureSquare 8/Mobile.

Key best practice:

Pay special attention to the Trade field for labor products — this is what enables the CRM to automatically create Work Orders.
(Example: all Tile labor → Tile Work Order)

Custom Labor Units and Conversions

MeasureSquare supports custom units beyond square footage or linear footage.

Example:
If you want to calculate labor by Days instead of square yards:

1. Set Sell By: Days
   
   

2. Enter your SY per Day rate (e.g., 95 SY/Day)
   
   

3. Choose the rounding increment (e.g., quarter-day)
   
   

The system will then:

• Convert the takeoff quantity into Days
  
  

• Apply your rounding rule
  
  

• Provide consistent labor calculations across all projects
  
  

You can use the same approach to convert labor into Hours, Shifts, or other units.

Build Labor Into Templates

Ideally, labor products should be pre-built inside your Product Catalog.
This allows your team to:

• Use standardized labor items
  
  

• Eliminate repetitive setup
  
  

• Maintain consistent pricing and calculations
  
  

Link: How to use add-ons in MeasureSquare 8
Link: How to use add-ons in MeasureSquare Mobile

6. MeasureSquare Web

MeasureSquare Web is the CRM’s built-in, browser-based takeoff system. It closely resembles MeasureSquare 8 and supports:

• Drawing or AI-generating rooms
  
  

• Creating and applying products
  
  

• Managing tile patterns
  
  

• Generating cut sheets
  
  

• Making quick edits on existing diagrams
  
  

Who should use it?

MeasureSquare Web is ideal for:

• Project Managers
  
  

• Sales staff
  
  

• Team members who need quick edits
  
  

• Users who do not perform full-time estimating
  
  

Performance Considerations

Because it is web-based, MeasureSquare Web may slow down on large or complex projects.
  For takeoffs larger than ~5,000 SqFt, use MeasureSquare 8 instead.

Accessing MeasureSquare Web

To open a diagram in MeasureSquare Web:

1. Open any Diagram in the CRM
   
   

2. Click Edit