CRM User Manual
CRM User Manual: Introduction (Includes Table of Contents)
User Guide & Best Practices Handbook Empowering Flooring Professionals With a Fully Connected Estimating, Project Management, and Operations Platform Purpose of This Guide The MeasureSquare CRM User Guide is designed to help your team master every ...
CRM User Manual: Takeoff/Bid Management, Lesson 4: Presentation
Presentation MeasureSquare CRM gives you extensive control over how your Bids and related documents look and feel. With the right setup, your team can create polished, professional proposals that require minimal effort during day-to-day estimating. ...
CRM User Manual: Takeoff/Bid Management, Lesson 3: Estimating (Bid)
Estimating (Worksheet Functions) In MeasureSquare CRM, there are two modules designed to produce a client-facing proposal: The Quote Module The Bid Module Both serve the same core purpose, but each is tailored to different estimating scenarios. 1. ...
CRM User Manual: Takeoff/Bid Management, Lesson 2: Pricing
Pricing MeasureSquare CRM is designed to support your entire estimating process — and that includes flexible, accurate, and automated pricing. Every organization approaches pricing differently, so the CRM is built to support a variety of workflows. ...
CRM User Manual: Billing & Financials, Lesson 4: Reporting & Analytics
Reporting & Analytics As you explore MeasureSquare CRM, one of the most impactful tools you’ll encounter is the Reporting & Analytics suite. These features help you track performance, visualize trends, and make informed decisions—whether you’re ...
CRM User Manual: Billing and Financials, Lesson 3: Financials
Financials The Financials modules in MeasureSquare CRM centralize your project costs, vendor charges, and financial reporting, giving you a complete view of profitability without switching between systems or juggling spreadsheets. These modules ...
CRM User Manual: Billing & Financials, Lesson 2: Progress Billing
Progress Billing with the Schedule of Values (SoV) The Schedule of Values module is designed to support a specific and highly standardized process: progress billing. In the construction industry, the standard for this process is governed by the ...
CRM User Manual: Billing & Financials, Lesson 1: Invoicing
Invoicing MeasureSquare CRM’s Invoicing module allows your team to create invoices, track payments, and manage customer billing—all without leaving the platform or resorting to spreadsheets. Whether billing from a proposal, billing a Change Order, or ...
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 ...
CRM User Manual: Procurement & Installation, Lesson 4: Mobile Solutions
What is MeasureSquare CRM Mobile? As part of your MeasureSquare CRM subscription, you automatically get access to the MeasureSquare CRM Mobile app — designed to keep you connected to your business anytime, anywhere. The app is currently in beta ...
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 2: Purchasing
Purchasing With your product data, quantities, and pricing already stored in MeasureSquare CRM, the Purchasing workflow becomes extremely efficient. The CRM can automatically generate Purchase Orders (POs) based on existing project data, reducing ...
CRM User Manual: Takeoff/Bid Management, Lesson 1: Takeoff
MeasureSquare has been a leader in digital takeoff and estimating solutions for over 20 years. When paired with MeasureSquare CRM, your takeoff data becomes significantly more powerful, enabling automation, eliminating double-entry, and streamlining ...
CRM User Manual: Procurement & Installation, Lesson 1: Submittals
Submittals The submittal process has historically been time-consuming, repetitive, and tedious. Fortunately, as of 2025, companies like Spec ID—and now MeasureSquare—are working to simplify and modernize this essential workflow. MeasureSquare CRM ...
CRM User Manual: Lead Management, Lesson 2: Lead Qualification
Once a new opportunity enters your system—whether through a Contact, Company, or directly as a Project—the next step is determining when and whether to pursue the estimate. This decision-making process is what we refer to as Lead Qualification. By ...
CRM User Manual: Takeoff/Bid Management, Lesson 6: Booking the Project
Booking the Project Once you’ve been awarded a project, it’s time to officially “book” it in MeasureSquare CRM. This process signals that the job is moving forward and activates several backend automations that help your team begin execution. This ...
CRM User Manual: Lead Management, Lesson 1: Opportunity Capture
MeasureSquare CRM helps you track and manage your leads, accounts, and business development opportunities from first contact through project completion. This section covers how to store and maintain your Companies and Contacts, and how this ...
CRM User Manual: Takeoff/Bid Management, Lesson 5: Follow-Ups
Follow-Ups Following up is one of the most critical steps in the sales process. Within MeasureSquare CRM, follow-ups go far beyond sending an email or setting a reminder—they help you manage relationships, document communication, and maintain a clear ...