What is MeasureSquare CRM Mobile?

As part of your MeasureSquare CRM subscription, you automatically get access to the MeasureSquare CRM Mobile app — designed to keep you connected to your business anytime, anywhere.

The app is currently in beta testing and available for iOS users through TestFlight. We’re actively working to make it available on Android by early 2026.

MeasureSquare CRM Mobile brings the same core functionality as MeasureSquare CRM Web, but in a compact, easy-to-use mobile experience. All your updates — from leads, jobs, and quotes to customer communications — sync seamlessly with the web version, ensuring that you would always stay aligned with your office team.

With the mobile app, you can:

• Quickly log new leads and update job information on-site

• Create and send quotes via SMS or email

• Capture approvals and signatures directly on your phone

• Stay productive even when you’re away from your desk

In short, MeasureSquare CRM Mobile helps you manage your workflow on the go — whether you’re visiting clients, on a job site, or traveling between meetings.

Want to try it out?
Simply scan the QR code below to sign up for the beta version. Once we receive your information, we’ll send a TestFlight download link to selected users so you can start testing the app early and share your feedback.

What can I do with MeasureSquare CRM Mobile?

MeasureSquare CRM Mobile is built to help you stay productive wherever your day takes you — whether you’re following up with customers, checking project details, or sending a quote for approval on-site. All changes made in the app sync instantly with your MeasureSquare CRM Web, so your team always stays in sync.

Manage Projects and Jobs on the Go

Create, view, and update your projects directly from your phone. Link existing diagrams or start new takeoffs in the MeasureSquare Mobile Takeoff app, view project products, and keep every job detail in one place.

Send Quotes, Bids, and Invoices Instantly

Easily create and edit quotes, purchase orders, work orders, and invoices from your mobile device. You can send documents to customers by SMS or email, get signatures and approvals on the spot, and even update their status once approved.

Stay on Top of Your Schedule

Plan and track daily tasks or installation schedules directly in the app. Create and complete tasks, assign them to team members, and check installation progress without having to log into the web version.

Manage Contacts and Companies

Access your customer and company lists anytime. Create or update contact details while you’re on-site so your records are always accurate and up to date.

Access Product Catalogs

Browse your synced product catalog to check materials and pricing information while building quotes or reviewing takeoffs.

Keep Everything Organized

Attach photos, files, or notes to any project or task so your team has the full context — from job-site photos to signed paperwork — all in one place.

The MeasureSquare CRM Mobile app is updated monthly, with new features rolling out regularly to match everything available on MeasureSquare CRM Web.

How MeasureSquare CRM Mobile Differs from JobTrakr and the Upcoming Field App

Measure Square offers a suite of connected tools designed for different roles in your business. Here’s how the MeasureSquare CRM Mobile app fits in — and how it compares to our other field solutions.

MeasureSquare CRM Mobile

The MeasureSquare CRM Mobile app is built for sales teams, project managers, and business owners who need to manage customers, quotes, and projects on the go. It syncs seamlessly with MeasureSquare CRM Web, allowing you to track leads, update job statuses, send quotes, and capture approvals right from your phone.

JobTrakr

Our existing JobTrakr app helps flooring contractors manage on-site installations more efficiently.
It allows you to:

• Load MeasureSquare takeoffs directly into the app

• Drop pins to add tasks, installation notes, or moisture testing results

• Mark products or rooms as complete or partially complete

Please note that JobTrakr currently operates independently and is not connected to MeasureSquare CRM.

Coming January 2026: MeasureSquare Field

We’re excited to announce the upcoming MeasureSquare Field, which will bring all JobTrakr features together — and much more — into one powerful platform.

On top of existing JobTrakr features, the new Field app will include:

• Clock in/out tracking

• Geofencing and location verification

• Messaging and team communication

• Timesheets and work reports

• Punchlists and checklists

• and more…

The best part? The MeasureSquare Field app will sync directly with MeasureSquare CRM, so documents like Work Orders created in MeasureSquare CRM will automatically carry over. This integration ensures accurate progress tracking, billing, and scheduling — saving time and reducing manual work.

MeasureSquare Field app will be open for beta testing to all MeasureSquare CRM users once it launches in early 2026.

Getting Help & Giving Feedback

We’re here to make sure your experience with MeasureSquare CRM Mobile is smooth and successful. If you ever run into issues or have suggestions for improvement, our support team and product specialists are just a message away.

Contact Support

• Phone: 1-626-683-9188

• Email: support@measuresquare.com
  
  

Our support team is ready to assist with setup, troubleshooting, or any questions you might have about using MeasureSquare CRM Mobile or the web version.

Share Your Feedback

We’re continuously improving the app and would love to hear from you!

Please take a minute to fill out our CRM Mobile Feedback Survey here:

 https://survey.zohopublic.com/zs/b6D9YX

Your feedback directly helps shape future updates and new features — thank you for helping us make MeasureSquare CRM better.

Common Q&A

1. What credentials do I use to log in?
You’ll use the same MeasureSquare / MeasureSquare CRM email and key combination as your web account.

If your organization hasn’t signed up for MeasureSquare CRM, you won’t be able to access the mobile app.

For assistance, please contact support@measuresquare.com or call 1-626-683-9188.

2. Can I use MeasureSquare CRM Mobile without a MeasureSquare CRM Web account?
No. The mobile app is part of the MeasureSquare CRM ecosystem, so you’ll need an active MeasureSquare CRM Web account to log in.

3. Does my data sync automatically between the mobile app and web?
Yes. All information entered or updated in the mobile app is automatically synced with your MeasureSquare CRM Web account — no manual actions required.

4. Can I access my quotes, bids, and invoices from both web and mobile?
Yes. You can view, edit, and send your quotes, bids, and invoices seamlessly across both platforms.

5. How do I update the app to the latest beta version?
Updates are managed through TestFlight. You can enable automatic updates within the TestFlight app to always stay on the latest beta version.

Article: Testing Apps with TestFlight (From Apple)

6. Is MeasureSquare CRM Mobile available for Android?
Not yet. The beta version is currently available for iOS users only, with Android support planned for early 2026.

7. Can I use the app offline?
No. MeasureSquare CRM Mobile app requires an internet connection to retrieve and sync data with your MeasureSquare CRM account.

8. Will my data stay saved if I switch or reset devices?
Yes. As long as your data was synced while connected to the internet, it remains securely stored in your MeasureSquare CRM account and will be available when you log in on a new device.

9. How do I report bugs or suggest a feature?
We welcome your feedback! You can report bugs or suggest new features anytime by contacting support@measuresquare.com or calling 1-626-683-9188 ext.3

10. Does the mobile app support e-signatures and document sharing?
Yes. Your customers can e-sign Quotes, Invoices, Purchase Orders, or Work Orders directly on your phone, or you can share a viewing link via SMS or email so they can view and approve documents remotely.

11. Who should use the CRM Mobile app versus the upcoming Field app?
All MeasureSquare CRM users automatically have access to MeasureSquare CRM Mobile app. It’s especially useful for admins, CFOs, project managers, sales reps, estimators, purchasing agents, schedulers, and accountants.

The upcoming MeasureSquare Field app is designed for field supervisors and project managers, and will later include a lite installer/subcontractor version for clocking in/out and progress reporting.

12. How often are new features added to MeasureSquare CRM Mobile?
We release major updates monthly, along with smaller improvements between releases.
If you have ideas for new features, please reach out to support@measuresquare.com or call 1-626-683-9188 — we always value your input!