Measure Square | CRM Implementation Methods

CRM Implementation Methods
MeasureSquare CRM Implementation Checklist
A start-to-finish guide for your implementation manager Company Name Implementation Manager Start Date Target Go-Live Date License Tier Total CRM Users Accounting System Takeoff Solution PHASE 0: Pre-Implementation Planning Complete before any ...
CRM Implementation Methods
The previous article touched on some high-level concepts and strategies that we recommend your team adheres to vigilantly: keeping everyone on the same page is absolutely critical during implementation. In this article, we will relate some of those ...
CRM Implementation Methods: Roles/Permissions/Teams (<10 Person teams)
1) Teams: keep it to 2 For small companies, the best default is: One team (Which means you don't need to create teams) When would you use 2 teams? Only if you have a real boundary like: Two separate branches Residential vs Commercial divisions that ...
CRM Implementation Methods: Roles, Permissions, Teams, and Pipelines (For Large Companies)
Planning Roles, Permissions, Teams, and Pipelines This guide helps you design a clean, scalable access model in MeasureSquare CRM so: People see what they need People can do what they’re responsible for Admins don’t have to constantly create “special ...

Popular Articles
How do I start my subscription?
In this article, we will show you how to purchase a MeasureSquare subscription through MeasureSquare Cloud. This article applies to MeasureSquare Cloud. Step 1: Log into cloud.measuresquare.com with your MeasureSquare ID (email address) and password ...
iPad QuickStart Guide
Get up & running with MeasureSquare Mobile for iPad. Getting Started Getting Started (download, install and register). Creating a diagram Create a Room Insert Doors Add Stairs Add Cutouts/Elevations Connect A Disto Product Assignment Apply area ...
How do I purchase additional subscriptions?
In this article, we will show you how to add additional licenses to your MeasureSquare account through MeasureSquare Cloud. This article applies to MeasureSquare Cloud. Step 1: Log into cloud.measuresquare.com with your MeasureSquare ID (email ...
Attaching a customer's signature to your forms in MeasureSquare Mobile
This article will show you how to attach a customer's signature to your forms This article applies to iPad iOS Important: For liability reasons signatures will not be save to the project. You can save to files on your iPad or immediately send it to ...
How to use the Square Off Wedge Cuts option in MeasureSquare Mobile
This article will show you how to set up the Square Off Wedge Cuts option for your roll goods This article applies to iPad iOS You may want to use this option to increase your waste margin to handle more complex cuts on your roll goods. Step 1: ...

Measure Square | CRM Implementation Methods | Knowledge Base

CRM Implementation Methods

MeasureSquare CRM Implementation Checklist

CRM Implementation Methods

CRM Implementation Methods: Roles/Permissions/Teams (<10 Person teams)

CRM Implementation Methods: Roles, Permissions, Teams, and Pipelines (For Large Companies)

Popular Articles

How do I start my subscription?

iPad QuickStart Guide

How do I purchase additional subscriptions?

Attaching a customer's signature to your forms in MeasureSquare Mobile

How to use the Square Off Wedge Cuts option in MeasureSquare Mobile