Once a new opportunity enters your system—whether through a Contact, Company, or directly as a Project—the next step is determining when and whether to pursue the estimate. This decision-making process is what we refer to as Lead Qualification.

By the end of this lesson, you should know how to qualify each project:

• Is this a project worth pursuing?
  
  

• Is the scope aligned with your company’s strengths?
  
  

• Do you have capacity during the required timeline?
  
  

• Is the customer a good fit?
  
  

While much of this assessment traditionally relies on experience and intuition, MeasureSquare CRM provides tools that streamline and accelerate the process—allowing your team to qualify more leads in less time.

The centerpiece of these tools is the MeasureSquare Scope Analyzer.

1. Where Qualification Begins

Depending on your workflow, opportunities may enter your CRM in different ways:

• You may begin with a Contact or Company, then later create a Project.
  
  

• Or you may begin with a Project, then backfill contact details.
  

Regardless of how opportunities appear, every team eventually reaches the same point:

It’s time to gather information and decide whether this job is worth pursuing.

That’s where the Scope Analyzer steps in.

2. The MeasureSquare Scope Analyzer

The Scope Analyzer is an AI-powered tool designed to quickly interpret architectural plans and present actionable insights for qualification.

To access it:

1. Create or open a CRM Project
   
   

2. Upload your plan PDFs to the Files section
   
   

3. Click on the uploaded plans to launch the Scope Analyzer
   
   

Inside the Scope Analyzer, you’ll find four powerful tools.

A. AI Summary

This tool generates a customizable AI-powered summary of key project details—and can be tailored to extract exactly what your team needs to qualify a job.

Customize the AI prompt in:
Settings → Preferences → Plan Analyzer

Example prompts to include:

• “Provide a summary of transitions and list the plan pages where transitions appear.”
  
  

• “Provide a detailed floor prep summary with page references.”
  
  

• “List all tile products, including grout, thinset, mastic, and waterproofing materials, grouped by vendor.”
  
  

This feature gives your team instant clarity on scope and complexity without manually combing through the entire plan set.

B. Extract Materials

This tool:

1. Locates the plan’s Finish Schedule
   
   

2. Cross-references it with your chosen Scope
   
   

3. Outputs a full product list in MeasureSquare product format
   
   

You can then:

• Export to a MeasureSquare 8 file
  
  

• Send directly into the CRM’s Products section
  
  

• Immediately begin Price Requests
  
  

• Or go straight to a Quote
  
  

This dramatically accelerates the early estimating process.

C. Extract Takeoff Sheets

This tool automatically reduces your planset to only the sheets relevant to your scope.

Example:
If your scope is Ceramic Tile, a 100-page planset may shrink to:

• 5 floor plans
  
  

• 5 elevations
  
  

• Restroom plans
  
  

• Tile-related spec pages
  
  

You can download this cleaned-up PDF or jump directly into takeoff.

This is especially useful for large commercial or multifamily sets.

D. Extract Trade Symbols

This tool identifies and locates symbols relevant to your trade—helping you understand installation requirements, transitions, prep materials, and more without manually scanning the plans.

3. A Recommended Qualification Workflow

To qualify leads efficiently, your process may look like this:

1. Create CRM Project and enter relevant contacts and details
   
   

2. Upload plan PDFs to the Files section
   
   

3. Use the Scope Analyzer tools to quickly gather key details
   
   

4. Evaluate whether the opportunity is worth estimating
   
   

5. Make the decision to pursue the project
   
   

Once you decide to pursue the job, you're ready to proceed into the full takeoff.

4. The AI Summary

The AI Summary's prompt can be customized, and it determines the quality and usefulness of your qualification output.

A well-crafted prompt allows:

• Faster qualification
  
  

• Deeper insights from each plan set
  
  

• Fewer overlooked details
  
  

• More consistent evaluations across your team
  
  

Refining this prompt can significantly improve turnaround times and accuracy.

5. Using your pipeline to Qualify leads

Many companies benefit from adding defined qualification stages to the sales pipeline, such as:

• Backlog
  
  

• High Priority
  
  

• Qualified
  
  

This gives your team a shared understanding of where each lead stands and helps prevent opportunities from being overlooked, and can also help identify qualification bottlenecks.

6. Next Steps: Move Into Takeoff