Start your CRM trial
Add Users & Teams
Connect Gmail/Outlook
Set up your organization profile
Set up Roles & Permissions
Set up Pipelines & Stages
(Optional) Integrate Xero/QBO/Stripe
Import your Contacts, Companies, Installers, Vendors, Products
Option 1: Creating a new project
From the Project Pipeline screen, click ‘New Project’ in the top-right corner.
Enter relevant contacts, dates, and jobsite information
Click ‘Save’
Option 2: Managing your existing projects
Manage main project overview
Option 1: To create a new takeoff diagram (Recommended for new projects)
From the CRM project screen, add a new diagram
An empty diagram will open up in MeasureSquare Web, you can add rooms in here, or click on the “return” button to return to CRM
To open this diagram in MeasureSquare 8, click on the three dots of that diagram and select ‘Open with M2’
Your MeasureSquare 8 should automatically launch with the selected project, import your PDF floor plan and draw out your rooms
Insert all products with appropriate product details, and Save
Option 2: To import an existing diagram (Recommended for projects with existing Takeoff)
Link your M2Cloud Diagrams to the CRM
From CRM project screen, add existing diagrams from the Cloud or upload a local file
If you don’t see your project after clicking ‘Add Exist Diagrams’, see article below:
Option 1: Send pricing requests to your vendors:
On your Project screen, navigate to the Products tab within your project
Import your products either by selecting ‘Add Product’ or ‘Import from Diagram’
To create Price Requests, select the checkboxes in front of the products you want to price request for, and select the ‘Price Request’ button (Note: To automate this process, a vendor must be pre-selected)
Track all Price Requests via Emails section
Option 2: Utilize catalog pricing from your product catalog:
On your Project screen, navigate to the Products tab within your project
Import your products either by selecting ‘Add Product’ or ‘Import from Diagram’
Once you’ve added your products, you can enter or upload pricing directly to the products
“Do I need a quote or a bid?”
What is the difference between Quotes and Bids?
Option 1: Create a Quote or Bid from your takeoff diagram
From your CRM Project screen, open a diagram and go the Orders tab
Beside Quotes or Bids, click on +Add and select the products
Fill in necessary Quote or Bid information, and Save
On your Quote or Bid Preview, you can send this document via email
Option 2: Create a Quote or Bid from scratch (without a takeoff diagram)
On your Project screen, navigate to the right bar and select +Add beside Quotes or Bids
CRM will open up Quotes/Bids worksheets. Fill in necessary Quote or Bid information
Under Item Details, either import product from diagram (“Import from Diagram”) or from project products (“Import from Selected Products”) and/or add empty line item (“+ Add Line Item”)
Click on ‘Save’
On your Quote or Bid Preview, you can send this document via email
How to Create and Edit a Purchase Order in MeasureSquare CRM
Option 1: Create a Purchase Order from your approved Quote/Bid
Open your approved Quote/Bid and go to the Orders tab
Beside Purchase Order, click on +Add and select the products
Fill in necessary Purchase Order information, and Save
On your Purchase Order preview, you can send this document via email
Option 2: Create a Purchase Order from scratch
On your Project screen, navigate to the right bar and select +Add beside Purchase Orders
CRM will open up the Purchase Order worksheet. Fill in necessary Purchase Order information
Under Item Details, either import product from diagram (“Import from Diagram”) or from Project products (“Import from Selected Products”) and/or add empty line item (“+ Add Line Item”)
Click on ‘Save’
On your Purchase Order preview, you can send this document via email
How to Create and Edit a Work Order in MeasureSquare CRM
Option 1: Create a Work Order from your Approved Quote/Bid
Open your approved Quote/Bid and go to the Orders tab
Beside Work Order, click on Add and select the products
Fill in necessary Work Order information
(Optional) Add your Installer/Subcontractor and place Start & End time, then Save
Option 2: Create a Work Order from scratch
On your Project screen, navigate to the right bar and select +Add beside Work Orders
CRM will open up the Work Order worksheet. Fill in necessary Work Order information
Under Item Details, either import product from diagram (“Import from Diagram”) or from Project products (“Import from Selected Products”) and/or add empty line item (“+ Add Line Item”)
Click on ‘Save’
(Optional) Add your Installer/Subcontractor and place Start & End time, then Save
How to create an Installation Schedule in MeasureSquare CRM
Option 1: Create an Installation Schedule from a Work Order
Open the Work Order, and go into Edit mode
Choose an Installer and input the start & end dates
Click Save, this will automatically create an event in the Installation Schedules calendar
Option 2: Create an Installation Schedule from scratch
Go to Installations and select Installation Schedules, click New Schedules to create
Fill in Name, Start & End Date, Status and Installer
Click Save to finalize
Option 1: Create an Invoice from your Approved Quote/Bid
Open your approved Quote/Bid and go to the Orders tab
Beside Invoice, click on Add and select the products
Fill in necessary Invoice information, and Save
On your Invoice preview, you can send this document via email
Option 2: Create an Invoice from the Schedule of Values module
Open a specific payment application and go to the Preview tab
Open the Invoices tab on the right-hand side
Click Create Invoice
Fill in necessary Invoice information, and Save
On your Invoice preview, you can send this document via email
Option 3: Create an Invoice from scratch
On your Project screen, navigate to the right bar and select +Add beside Invoices
CRM will open up Invoices worksheets. Fill in necessary Invoice information
Under Item Details, import product from project products (“Import from Selected Products”) and/or add empty line item (“+ Add Line Item”)
On your Invoice preview, you can send this document via email
Upon being awarded, some projects will require a Schedule of Values for use on their contract.
Creating a Schedule of Values
From your Project screen, navigate to SOV tab
Create SoV – enter project information when prompted
Fill out Schedule of Values
Navigate to Preview tab for review
Click Email in the top right to send the Schedule of Values to your customer
For projects requiring a Schedule of Values/monthly billing, users can use the SoV module to create their monthly progress payment applications.
Creating your progress payment applications
From the project screen, navigate to SOV tab
Select your most recent payment application
Click Create Next
Fill out payment application
Navigate to Preview tab for review
Click Email in the top right to send the application to your customer
Create Invoice
Create an Invoice from SOV
Creating your final progress payment application
From the project screen, navigate to SOV tab
Select your most recent payment application
Click Create Final (Bills for the remaining balance, including retainage)
Click Email in the top right to send the application to your customer
Create Invoice
Create an Invoice from SOV
Option 1: Automatically Create a Change Order from your project
On your project screen, go to your Diagrams section on the right
Choose a Diagram and click on the 3-dots beside it
Select ‘Duplicate’ and open this new diagram with “Open with M2”
Make any changes to the new diagram in MeasureSquare 8 or MeasureSquare Web, and save your changes
In CRM, click on the new diagram, and click on Compare and choose the original diagram for comparison and select the changes then Save
Option 2: Manually create a Change Order from your project
On your Project screen, navigate to the right bar and select Add beside Change Order
CRM will open up the Change Order worksheet. Fill in necessary Change Order information
Under Item Details, add empty line item by clicking on “+ Add Line Item”
Click on Save
On your Change Order preview, you can send this document via email