How to manage everything in your MeasureSquare CRM project?

How to manage everything in your MeasureSquare CRM project?

In this article, we will cover on how to manage everything inside of your Project View.

This article applies to MeasureSquare CRM.

Notes
Navigate to your desired project in order to have access to your Project View page.
​

Steps to Manage Your MeasureSquare CRM Project

1) Update Project Amount
  1. Locate the Amount field at the top of the project page (highlighted as #1 in the screenshot).
  2. Enter or update the total project amount to reflect the current value of the project from your approved Bid or Quote.
2) Set the Start Date
  1. Find the Start Date field (highlighted as #2 in the screenshot).
  2. Click on the field to open the calendar dropdown.
  3. Select the appropriate start date for your project and click OK to save.
3) Set the Closing Date
  1. Locate the Closing Date field (highlighted as #3 in the screenshot).
  2. Click on the field to open the calendar dropdown.
  3. Select the closing date for your project and click OK to save.
4) Update Project Stage
  1. Navigate to the Stage Bar (highlighted as #4 in the screenshot).
  2. Click on the desired stage (e.g., "Preliminary," "Measure Scheduled," "Decision Phase") to update the project stage. This helps track the progress of your project.
5) Access Project Tabs
  1. Use the Project Tabs (highlighted as #5 in the screenshot) to manage specific aspects of the project:
    1. Overview: View general project details.
    2. Notes: Add or review notes related to the project. For additional details, here's the KB article link about Notes
    3. Dashboard: Monitor project metrics.
    4. Products: Manage materials and products associated with the project.
    5. Emails, Tasks, Photos, Files, SOV, Timeline: Access and manage related documents and communications.
      1. Emails: For additional details, here's the KB article link about Emails
      2. Tasks: For additional details, here's the KB article link about Tasks
      3. SOV: For additional details, here's the KB article link about SOV
6) Manage Associated Tasks and Documents
  1. On the right-hand side of the page (highlighted as #6 in the screenshot), you can add and manage various project-related items:
    1. Diagrams: Add or edit project diagrams.
    2. Quotes: Create or update quotes for the project.
    3. Bids, Invoices, Change Orders, Purchase Orders, Work Orders, Installation Schedules: Manage all associated tasks and documents by clicking the Add button next to each category.
​
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

    • Related Articles

    • How to Import Contacts in MeasureSquare CRM

      In this article, we will cover how to import contacts into MeasureSquare CRM via CSV/XLS/XLSX, as well as QBO, Google, and Outlook. This article applies to MeasureSquare CRM. Steps to import contacts via CSV, XLS, and XLSX Step 1. From the homepage, ...

    • How to view summary of Change Orders for one project

      This article will guide you through how to view a summary of Change Orders for a specific project on MeasureSquare CRM. This article applies to MeasureSquare CRM Steps to View Summary of Change Orders: Navigate to the Projects section from the ...

    • Stripe Integration with MeasureSquare CRM

      In this article, we will cover an how to integrate with Stripe and how it's used in MeasureSquare CRM This article applies to MeasureSquare CRM version 1.38 and above. If you use Stripe to receive payments, and want to give customers an easy way to ...

    • 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 ...

    • How to View and Create Tasks in MeasureSquare CRM

      In this article, we will cover on how to view and create Tasks within MeasureSquare CRM. This article applies to MeasureSquare CRM. Method 1: Create a Task from a Project Step 1: Navigate to the Project Go to the Projects section in the left-hand ...