Creating and Opening Diagrams in MeasureSquare CRM (from M2web, Cloud, and Locally)

In this article, we will show you the features of the Diagrams module in MeasureSquare CRM.

MeasureSquare CRM's diagram feature allows you to create simple floorplans up to 5,000SF using the new M2web tool (in beta), as well as import diagrams created on MeasureSquare 8/MeasureSquare Mobile from the MeasureSquare cloud and local projects. 

Once a completed diagram is added to a project, the CRM system can use product info, quantities and pricing from your takeoff diagram to publish your project docs without any additional info. 
Documents you can create include quotes, bids, purchase/work orders, invoices, and more.

Method 1: Creating a Diagram in MeasureSquare CRM

Steps to create new diagrams using the built-in M2web tool:

Step 1:  Click the Diagrams tab in the main navigation menu of the dashboard.

Step 2: Click the New Diagram button located at the top-right corner of the screen. 

Step 3: Fill out the details for your new diagram.
You will be prompted to either choose an existing project from the Project dropdown, or create a new one.

Step 4: Click Save

Step 5: Use the drawing tools to create your diagram
Utilize the available tools such as shapes, lines, text boxes, and icons to design your diagram.
Drag and drop elements onto the takeoff screen and customize them as needed.

Step 6: Save your diagram.

Once your diagram is complete, click on the Save button to store it in the CRM. 

Method 2: Cloud Diagrams (most efficient method)

Steps to use existing MeasureSquare diagrams from the cloud 

Step 1. From your Projects page, click the Add + button to the right of Diagrams
Step 2. Select Add Exist Diagram

Step 3. Check the box to the left of the diagram you would like to select 
Step 4. Click OK

Step 5. Click your diagram to open it

Method 3: Opening Local Diagrams

Steps to use existing diagrams saved locally

Step 1. From your projects page, click the + Add button to the right of Diagrams
Step 2. Select Upload Takeoff(fez,stz) File

Step 3. Select your file
Step 4. Click Open 

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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