Sales
How to Customize Bid Templates in MeasureSquare CRM
This article will show you how to customize bid templates in MeasureSquare CRM Bid templates allow you to streamline the bidding process in MeasureSquare CRM. They save you time and keep your bids looking professional and consistent. Step 1. Click ...
Walk through bids worksheet: base bids, alternate, info, bid preview in MeasureSquare CRM
In this article, we will cover an overview of each tab in Bid This article applies to MeasureSquare CRM version 1.38 and above. Worksheet: The Worksheet Tab contains all the added Products Information [1] such as, pricing usage markup percentage, and ...
How to Import and Add Products To Your CRM Project
This article will show you how to import and add products to your CRM Project Steps to import products from a diagram: Step 1. From your Project's page, click the Products tab Step 2. Click Import from Diagram Step 3. Select your diagram Step 4. ...
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 ...
How to Bill an Invoice as a Lump Sum in MeasureSquare CRM
This article will guide you through the process of billing an invoice as a lump sum in MeasureSquare CRM. Step 1: Open the relevant project and locate the Quotes or Bids section on the right hand side For this example, we click on the approved Quote ...
How to add multiple contacts to a project in MeasureSquare CRM
This article will guide you through the process of adding multiple contacts to a project in MeasureSquare CRM. --- Steps to Add Multiple Contacts to a Project Step 1: Click on "+ Add" Button Navigate to the Contacts section within the project ...
How to setup your inclusions/exclusions libraries
In this article you will find instructions on How to setup your inclusions/exclusions libraries This article applies to MeasureSquare CRM version 1.37 and newer Step 1: Open your Bid. You may navigate there from inside the project or from your bids ...
How to add site photos to your crm project
In this article we will show you How to add site photos to your crm project This article applies to MeasureSquare CRM version 1.37 and newer Step 1: Navigate to Sales and then projects from the left column and open your current project Step 2: Look ...
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. Navigate to your desired project in order to have access to your Project View page. Steps to Manage Your MeasureSquare ...
How to turn your payment application (SOV) into an invoice in MeasureSquare CRM
In this article, we will over on how to turn your SOV into an invoice in MeasureSquare CRM. This article applies to the MeasureSquare CRM. Step 1: Navigate to the SOV Section Open the relevant project in MeasureSquare CRM. Click on the SOV tab to ...
How to use the Notes Section in MeasureSquare CRM
In this article we explain how to use the Notes section in MeasureSquare CRM This article applies to CRM version 1.38 and above In the Notes Tab [1] of a Project you can leave messages that can have attachments in the project for reference and ...
How to Add an Alternate to Your Bid in MeasureSquare CRM
In this article, we will cover on how to create an alternate on a bid in MeasureSquare CRM This article applies to the MeasureSquare CRM Step 1: Open a bid document you’ve already created Step 2: Select the Alternates tab [1] within the bid and ...
How to create a project in MeasureSquare CRM
In this article, we will cover on how to create a project in MeasureSquare CRM This article applies to the MeasureSquare CRM Click on New Project to create a new project in the MeasureSquare CRM After you click New Project, it prompts you to the ...
How to Customize Bid Preview using the Design Tool on MeasureSquare CRM
This article will guide you on how to customize the bid view on MeasureSquare CRM. Customizing the bid view allows you to control how the proposal appears to clients, including formatting, styles, and visibility of bid details. Steps to Customize Bid ...
How to create a Change Order using the Compare tool in MeasureSquare CRM
In this article, we will show you how to use the Compare tool to create a Change Order in MeasureSquare CRM. This applies to MeasureSquare CRM - Contractor Complete edition. A Change Order (CO) is a document used to track any modifications or changes ...
How to move projects to another pipeline in MeasureSquare CRM
How to move projects to another pipeline in MeasureSquare CRM In this article, we will show you how to move projects from one pipeline to a different pipeline in MeasureSquare CRM. You may move multiple projects and move them to a different pipeline ...
How to set up a connection between M2Cloud Diagrams and CRM
In this article, we will cover how to set up a connection between diagrams in the M2Cloud and in MeasureSquare CRM. This article applies to MeasureSquare CRM. You can import your diagrams from MeasureSquare Cloud to MeasureSquare CRM. This process ...
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 ...
How to use the project email address in MeasureSquare CRM
In this article, we will show you how to use the project email address to track project-related emails in MeasureSquare CRM. You can link any email threads to your specific project by using the Project email address. You will just need to BCC this ...
How to create a Schedule of Values (SOV) in MeasureSquare CRM
In this article, we will show you how to create a Schedule of Values (SOV) in MeasureSquare CRM. This article applies to MeasureSquare CRM. A Schedule of Values (SOV) is a detailed document that outlines the elements of work involved in a ...
How to create Price Requests in MeasureSquare CRM
In this article and video, we will show you the process of creating and sending out Price Requests in MeasureSquare CRM You are able to send out Price Requests to your vendors right out of the MeasureSquare CRM Step 1: In a project that has Products ...
What is the difference between Quotes and Bids?
In this article, we will show the difference between a Quote and a Bid in MeasureSquare CRM. This article applies to MeasureSquare CRM. Quotes and Bids are often used interchangeably but have some subtle differences. Both quotes and bids are ...
How to Track Projects using Pipelines and Stages in MeasureSquare CRM
In this video we will show you some best practices on how to set up and maneuver your projects through our pipelines and stages in Measuresquare CRM. Overview of MeasureSquare CRM Pipeline The MeasureSquare CRM Project Pipeline provides a clear ...
How to Create a Quote in MeasureSquare CRM
In this article you will learn how to create a quote on MeasureSquare CRM. There are two methods to create a new quote: Method 1 Step 1. Select your project Step 2. From your Project view, open your diagram Step 3. Click the +Add button to the right ...
How to Create an Invoice in MeasureSquare CRM
In this video we will be creating an invoice in Measuresquare CRM <br> Creating an Invoice Info: Invoices are created from existing quotes or bids Step 1: Access the desired document, we will generate an invoice from our quote in this ...
How to Create and Edit Bids in MeasureSquare CRM
In this article, we will show how to create and edit Bids in MeasureSquare CRM. You can easily create a Bid based on your diagram or takeoff with these steps: Step 1: Open your selected Project Step 2: Select a Diagram Step 3: Under the Orders tab on ...