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
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
Understanding Companies and Contacts
Navigating Contact Records
Why Proper Contact Management Matters
Adding Custom Fields
Where Qualification Begins
The MeasureSquare Scope Analyzer
A Recommended Qualification Workflow
The Importance of a Strong AI Summary Prompt
Adding Qualification Stages to Your Pipeline
Next Steps: Move Into Takeoff
2. Pre-Sales & Estimating
Takeoff Platforms
MeasureSquare Cloud
Using MeasureSquare Takeoff with MeasureSquare CRM
Figuring Material Products in MeasureSquare
Figuring Labor Products in MeasureSquare
MeasureSquare Web
Project-Specific Price Requests
Entering Pricing Into the System
Predefined Price Lists / Price Books
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
Templates: The Foundation of Your Proposal Design
Bid Design Settings
The Content Menu
HTML Source Code Customization
Sending Proposals to Multiple Customers
3. Sales Workflow
Steps to Finalize a Won Project
What Changes After a Project Is Booked
Additional Notes & Best Practices
4. Project Execution
Creating Purchase Orders
Vendor Data: The Key to Automation
Tracking & Managing Purchase Orders
Viewing All Purchase Orders Across Projects
5. CRM Mobile Solution
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
6. Change Management
7. Billing & Financials
Creating and Managing Invoices
Sending Invoices to Customers
Recording Payments
QuickBooks Online Integration
Invoicing Q&A
Manual SoV Creation
Automated SoV Creation
Recording Bills
Recording Expenses
Project-Level Financial Tracking
Accounting System Integrations
Work in Progress (WIP) Report — Coming Soon
Common Financial Q&A
8. Reporting & Analytics
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