How to Filter Installers by Trade and Edit Trade Options in MeasureSquare CRM
In this article we will be showing how to use and customize the Trade Filtering option for Installers and Installation Schedules
To Filter by Trade, navigate to Installation Schedules and click on the Trade filter along the top of the schedule
Select the Trade or Trades that you want to filter by in the Drop down, then the system will only show installers that match the selected Trades
To edit the list of Trades you have access to and to edit the Trades attached to an Installer, navigate to the Installers tab and select the desired installer. This will open up an Installer View along the right hand side.
Next, click the Blue Edit button in the top right corner to access the Installer Information page.
From here you can edit the Trades that are assigned to an installer by clicking on the Trades field at the bottom of the information page.
You can also edit the list of Trades by clicking the gear icon to the right of the Trades Field. Clicking the gear icon will open up a pop up that allows you to add new trades and edit/delete existing ones.
Related Articles
How to use filters to customize your Installation Schedule in MeasureSquare CRM
This article will guide you through how to use filters to customize your installation schedule in MeasureSquare CRM. Navigate to the Installation Schedules section under the Installations menu on the left sidebar. This will display the schedule view ...How to create an Installation Schedule in MeasureSquare CRM
In this article, we will cover how to create Installation Schedules in MeasureSquare CRM. This article applies to MeasureSquare CRM. The Installation Schedule is a feature designed to streamline and manage the planning and execution of installations ...CRM User Manual: Procurement & Installation, Lesson 3: Installation & Scheduling
Installation, Documentation, & Scheduling Labor management practices vary widely across the flooring industry—by company, region, and market segment. Because of this, many software tools attempt to solve the challenge of scheduling, coordinating, and ...CRM User Manual: Procurement & Installation, Lesson 5: Change Order Management and Tracking
Change Orders Change Order management can be one of the most impactful—and complex—parts of the project lifecycle. In many cases, it determines the profitability, accuracy, and long-term success of a job. For small retail or residential work, Change ...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 How to Set Up your Trial Account and Invite Users on MeasureSquare CRM How to Sign in and Create an Account in ...