Installation, Documentation, & Scheduling

Labor management practices vary widely across the flooring industry—by company, region, and market segment. Because of this, many software tools attempt to solve the challenge of scheduling, coordinating, and documenting labor. MeasureSquare CRM centralizes these processes into one cohesive system.

It’s important to note that successful labor management begins in the takeoff stage, where labor products, trades, and quantities are defined.
If you need help setting up labor products, refer to the Takeoff section of this guide or contact our support team.

This section covers how Work Orders drive installation scheduling, how automation works, and how your team can efficiently manage installation calendars across projects.

1. Work Orders

Work Orders (WOs) are the central unit for tracking labor and installation activity inside MeasureSquare CRM.

Ways to Create a Work Order

A WO can be created in multiple ways:

• Manually, by typing in line items or selecting from your product database
  
  

• Automatically from a Diagram
  
  

• Automatically from a Bid or Quote
  
  

• Automatically from a Change Order
  
  

What “Automatically Created” Means

When a Work Order is generated automatically, the CRM pulls data directly from existing project documents, including:

• Product names & descriptions
  
  

• Labor quantities
  
  

• Pricing
  
  

• Assigned Installer or Subcontractor (if available)
  
  

• Installer contact info and email
  
  

• Trade information
  
  

This eliminates manual entry and ensures accuracy across your workflow when you enter your product details as soon as possible. Entering this data during the takeoff stage is perfect: that ensures that these details are carried as needed to your Bid, Work Orders, and Installation Schedule.

Trade Field = The Key to Automation

Work Order automation relies heavily on correctly identifying the Trade of each product.

• If a product does not have a Trade assigned, it will not appear on any Work Order for that trade.
  
  

• This means additional manual work and potential scheduling gaps.
  
  

Best Practice

Assign Trades during the creation of your Product Database.
With pre-built templates, every labor item imports into projects with the correct Trade automatically.

Customizing Your Work Order

Work Orders use templates found in:

Settings → Order Templates

If you want to heavily modify the structure or presentation of your Work Order, this is where you should customize layouts, logos, and fields.

Article: How to Create and Edit Order Templates

Show/Hide Columns Without Editing Templates

If you simply want to toggle visibility of certain data fields on the Work Order:

• Hover your mouse over the Work Order
  
  

• Open the Customize menu and click Display Options

• Turn columns on or off without modifying the base template

This is ideal for quick project-specific tweaks.

Tracking Labor Completion

Work Orders include a Completion panel on the right-hand side.
This allows you to track:

• Which products have been installed
  
  

• Percent completion
  
  

• Remaining work
  
  

This feature is especially helpful for large commercial installations with multiple phases or installers.

Installer & Schedule Fields

When creating a Work Order, you can assign:

• Installer
  
  

• Start Date
  
  

• Start Time
  
  

• End Date (optional)
  
  

These fields are not mandatory, but extremely valuable.

Why entering Installer + Date matters

As soon as you save a Work Order that contains:

• An Installer
  
  

• A Start/End Date
  
  

…the CRM automatically creates an Installation Schedule for that job.

No additional steps required.

2. Installation Schedule

The Installation Schedule is a powerful, flexible system designed to handle the complexity of commercial and multifamily scheduling while keeping the workflow intuitive.

Best Practices for Creating a Schedule:

1. Create a Work Order

2. Assign Installer

3. Assign Start/End Date

4. Save

Upon saving, a schedule is created and linked directly to the Work Order.

Linked Updates

The Work Order and the Schedule remain connected:

• Editing the Work Order updates the Schedule
  
  

• Editing the Schedule updates the Work Order
  
  

This keeps your documentation and scheduling fully synchronized.

Drag-and-Drop Editing

Scheduling changes are simple and intuitive:

• Click and drag to change dates
  
  

• Drag to change installer assignments
  
  

• Extend/reduce duration
  
  

• Move a scheduled job between days or weeks
  
  

This allows your team to manage schedules fluidly without having to adjust Work Orders manually.

3. Installation Schedule Views

The module includes several different calendar views tailored to different workflows.

Day View

• Tracks installation hour-by-hour for a single day
  
  

• Uses your configured Working Hours*
  
  

• Drag-and-drop in 30-minute increments
  
  

Week View

• Tracks installation across a standard workweek
  
  

• Displays daily blocks (not hourly granularity)
  
  

• Drag-and-drop in full-day increments
  
  

Timeline Week View

• Similar to Week View but includes hourly granularity
  
  

• Uses Working Hours*
  
  

• Drag-and-drop in 1-hour increments
  
  

Month View

• Shows installations for the entire month
  
  

• Displays start times for each schedule
  
  

• Drag-and-drop in daily increments
  
  

List View

At any time, you can switch to List View using the toggle in the top-right corner.

This view is ideal for filtering schedules by:

• Installer
  
  

• Project
  
  

• Trade
  
  

• Date Range
  
  

• Status
  
  

It’s especially useful for high-volume commercial installation teams.

Working Hours

Working Hours determine the start/end times in Day and Timeline Week views.
Set them in:

Settings → Preferences → Installation Schedule