CRM User Manual: Introduction (Includes Table of Contents)

CRM User Manual: Introduction (Includes Table of Contents)

User Guide & Best Practices Handbook

Empowering Flooring Professionals With a Fully Connected Estimating, Project Management, and Operations Platform
InfoTo follow along with this guide you will need to have your own MeasureSquare CRM account use this guided to setup your account: CRM User Manual: Getting Started

Purpose of This Guide

The MeasureSquare CRM User Guide is designed to help your team master every aspect of the platform—from lead qualification and takeoff, to estimating, proposals, purchasing, installation, financials, and project closeout.

This guide serves as your all-in-one reference for:
  • Understanding each core CRM module

  • Following industry-proven best practices

  • Standardizing your company workflows

  • Improving efficiency across sales, estimating, operations, and finance

  • Leveraging automation to reduce manual work and eliminate double-entry

Whether you’re a salesperson, estimator, project manager, scheduler, or executive, this handbook ensures every team member has the tools and knowledge needed to operate at peak performance.

What’s Inside

A complete walkthrough of MeasureSquare CRM’s essential workflows—from managing opportunities and performing takeoff, to creating proposals, coordinating installation, handling financial processes, and analyzing company performance.
This guide provides practical best practices to help your team operate efficiently and consistently across all departments.


Table of Contents


1. Opportunity Management

1.1 Opportunity Capture

  • Understanding Companies and Contacts

  • Navigating Contact Records

  • Why Proper Contact Management Matters

  • Adding Custom Fields

1.2 Lead Qualification

  • Where Qualification Begins

  • The MeasureSquare Scope Analyzer

  • A Recommended Qualification Workflow

  • Adding Qualification Stages to Your Pipeline

  • Next Steps: Move Into Takeoff

2. Takeoff & Bid Management

2.1 Takeoff

  • Takeoff Platforms

  • MeasureSquare Cloud

  • Using MeasureSquare Takeoff with MeasureSquare CRM

  • Figuring Material Products in MeasureSquare

  • Figuring Labor Products in MeasureSquare

  • MeasureSquare Web

2.2 Pricing

  • Project-Specific Price Requests

  • Entering Pricing Into the System

  • Predefined Price Lists / Price Books

2.3 Estimating (Bid)

  • Estimating (Worksheet Functions)

  • Understanding the Bid Module

  • Getting Your Data Into the Bid

  • Bid Worksheet Navigation

  • Markup & Margin

  • Configuring Product Breakouts

  • Alternates (AKA “Options”)

  • Customer & Document Info

2.4 Presentation

  • Templates: The Foundation of Your Proposal Design

  • Bid Design Settings

  • The Content Menu

  • HTML Source Code Customization

  • Sending Proposals to Multiple Customers

2.5 Follow-Ups

  • Following Up Within a Bid

  • Why Following Up Matters

  • Using CRM Tools for Follow-Ups

2.6 Booking the Project

  • Steps to Finalize a Won Project

  • What Changes After a Project Is Awarded

  • Additional Notes & Best Practices

3. Procurement & Installation

3.1 Submittals

  • Centralized Submittal Management

  • Attaching Specifications

  • A Growing Feature Set

3.2 Purchasing

  • Creating Purchase Orders

  • Vendor Data: The Key to Automation

  • Tracking & Managing Purchase Orders

  • Viewing All Purchase Orders Across Projects

3.3 Installation Documentation & Scheduling

  • Work Orders

  • Installation Schedule

  • Installation Schedule Views

3.4 CRM Mobile Solutions

  • What is MeasureSquare CRM Mobile?

  • What can I do with MeasureSquare CRM Mobile?

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

  • Common Q&A

3.5 Change Order Management and Tracking

  • Creating Change Orders

  • Managing Change Orders

  • Approved / Accepted Change Orders

4. Billing & Financials

4.1 Invoicing

  • Creating and Managing Invoices

  • Sending Invoices to Customers

  • Recording Payments

  • QuickBooks Online Integration

  • Invoicing Q&A

4.2 Progress Billing

  • Manual SoV Creation

  • Automated SoV Creation

4.3 Financials

  • Recording Bills

  • Recording Expenses

  • Project-Level Financial Tracking

  • Accounting System Integrations

  • Work in Progress (WIP) Report — Coming Soon

  • Common Financial Q&A

4.4 Reporting & Analytics

  • Reports: Your Custom Business Insights

  • Analytics: Visual Performance Dashboard