Getting Started with MeasureSquare CRM

Getting Started with MeasureSquare CRM

In this article, we will show you the map to the tutorials covering the end-to-end workflow of MeasureSquare CRM.

1. Sign up and Trial
  1. How to Set Up your Trial Account and Invite Users on MeasureSquare CRM
  2. How to Sign in and Create an Account in MeasureSquare CRM
  3. How to Start My Subscription in MeasureSquare CRM

2. Profile Settings
  1. How to Set up and Edit Profile Settings in MeasureSquare CRM
  2. How to connect Gmail or Outlook Email to MeasureSquare CRM

3. System Settings
  1. How to add Users and create Teams in MeasureSquare CRM
  2. How to manage Seats in MeasureSquare CRM
  3. How to Manage Your Company Settings in MeasureSquare CRM
  4. How to Set Up and Edit your Organization Profile in MeasureSquare CRM
  5. How to Customize Roles and Permissions
  6. How to Create Custom Fields in MeasureSquare CRM
  7. How to Create and Edit Order Templates
  8. How to Customize Your Workspace in MeasureSquare CRM
  9. How to manage my Preferences in MeasureSquare CRM
  10. Creating and Storing Terms and Conditions within MeasureSquare CRM
  11. How to setup email templates for each of your outgoing emails
  12. How to manage Task templates
  13. How to Import Projects into MeasureSquare CRM
  14. Creating and Storing Tax Codes in MeasureSquare CRM

4. Integrations
  1. Xero Integration with MeasureSquare CRM
  2. Stripe Integration with MeasureSquare CRM
  3. QuickBooks Online (QBO) Integration with Measuresquare CRM

5. Pipeline and Stages
  1. How to Set Up Pipelines and Stages in MeasureSquare CRM
  2. How to Track Projects using Pipelines and Stages in MeasureSquare CRM
  3. How to set up an Archive Pipeline in MeasureSquare CRM
  4. How to Create a Sales Pipeline in MeasureSquare CRM
  5. How to assign Pipelines to a Team

6. Projects 
  1. How to create a project in MeasureSquare CRM
  2. How to manage everything in your MeasureSquare CRM project?
  3. How to use the Notes Section
  4. How to Import and Add Products To Your CRM Project
  5. How to Add Site Photos to your CRM Project
  6. How to create Price Requests in MeasureSquare CRM
  7. How to use the Project email address in MeasureSquare CRM
  8. How to add Multiple Contacts to a CRM Project
 
7. Diagrams
  1. Creating and Opening Diagrams in MeasureSquare CRM (from M2web, Cloud, and Locally)
  2. How to Import Diagrams into a CRM Project
  3. How to set up a connection between M2Cloud Diagrams and CRM

8. Quotes
  1. How to Create a Quote in MeasureSquare CRM
  2. What is the difference between Quotes and Bids?
  3. How to manage custom statuses for your documents

9. Bids 
  1. Walkthrough Bids Worksheet: Base bids, Alternate, Info, Bid Preview
  2. How to Create and Edit Bids in Measuresquare CRM
  3. How to Add an Alternate to Your Bid in MeasureSquare CRM
  4. How to Customize Bid Preview using the Design Tool on MeasureSquare CRM
  5. How to customize Bid template in MeasureSquare CRM
  6. How to Set Up your Inclusions/Exclusions Libraries

10. Purchase Orders
  1. How to Create and Edit a Purchase Order in MeasureSquare CRM

11. Work Orders
  1. How to Create and Edit a Work Order in MeasureSquare CRM

12. Installation Schedules
  1. How to create an Installation Schedule in MeasureSquare CRM
  2. How to use filters to customize your Installation Schedule
  3. How to customize the List View of Installation Schedule in MeasureSquare CRM

13. Invoices

14. Change Orders
  1. How to create a Change Order using the Compare tool in MeasureSquare CRM
  2. How to View the Summary of Change Orders for a Project

15. Schedule of Values (SOV)
  1. How to create a Schedule of Values (SOV) in MeasureSquare CRM
  2. How to Turn your Payment Application (SOV) into an Invoice in MeasureSquare CRM

16. Analytics 
  1. Analytics Walkthrough in MeasureSquare CRM

17. Contacts 
  1. How to Import Contacts in MeasureSquare CRM

18. Companies
  1. How to Import Companies in MeasureSquare CRM

19. Installers & Subcontractors
  1. How to Filter Installers by Trade and Edit Trade Options in MeasureSquare CRM
  2. How to Apply a Default Color to your Installers in MeasureSquare CRM
  3. How to create and import Installers and Subcontractors in MeasureSquare CRM

20. Tasks
  1. How to View and Create Tasks in MeasureSquare CRM

21. List Views
  1. How to Export Order Forms to Excel in MeasureSquare CRM
  2. How to create new views for Contacts, Companies, Quotes, Bids, Invoices, Purchase Orders, Work Order, Tasks and Products 

22. Vendors 
  1. How to create and import Vendors in MeasureSquare CRM

23. Products 
  1. How to import Products from a File, M2 Cloud, and QBO in MeasureSquare CRM?



For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com