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

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
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
14. Change Orders
15. Schedule of Values (SOV)
16. Analytics 
  1. Analytics Walkthrough in MeasureSquare CRM

17. Contacts 
  1. How to Import Contacts 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

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