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MeasureSquare CRM On Boarding

MeasureSquare CRM onboarding service packages provide a fast and guided way to implement the CRM system by the product teams from Measure Square. It helps you get the faster and higher ROI with your CRM investment.

Business Types: Mid-to-large size flooring contractors & retailers.

Intended Users:  Sales managers/reps, estimators, project managers, office administrators, installation managers, and CFOs/CPAs

System Platform: Any web browser on desktop and mobile devices.

Contact: crm@measuresquare.com

Onboarding Package Pricing Key Tracks

Need a quick implementation consulting? Please have us contact you.

Implementation Package Pricing

  • Onboarding Package (Sales Essential)

    $995 USD/one-time, 5 sessions

  • Session 1: Business key process analysis, tech stack profiling
  • Session 2: Biz goals confirmation, implementation roadmap formulation, team buy-in
  • Session 3: Data configuration, organization structure, team invitations, etc.
  • Integration Setups: QuickBooks Online/Xero, Gmail/Outlook (*)
  • Session 4: Sales Management (Project pipelines, Kanban view, project mgmt)
  • Session 4: Quote creation and tracking
  • Other order creations (PO, WO, Invoices)
  • Session 5: Implementation delivery and acceptance
  • Purchase

  • Onboarding Package (Contractor Pro)

    $1995 USD/one-time, 8 sessions

  • Session 1: Business key process analysis, tech stack profiling
  • Session 2: Biz goals confirmation, implementation roadmap formulation, team buy-in
  • Session 3: Data configuration, organization structure, team invitations, etc.
  • Integration Setups: QuickBooks Online/Xero, Gmail/Outlook (*)
  • Session 4: Sales Management (Project pipelines, Kanban view, project mgmt)
  • Session 4: Quote creation and tracking
  • Custom quote template design
  • Other order creations (PO, WO, Invoices)
  • Session 6: Installation scheduling, task management
  • Vendor price tracking
  • Session 7: Bid proposal creation and management.
  • Custom bid template design
  • Session 8: Implementation delivery and acceptance
  • Purchase

  • Onboarding Package (Contractor Complete)

    $2995 USD/one-time, 10 sessions

  • Session 1: Business key process analysis, tech stack profiling
  • Session 2: Biz goals confirmation, implementation roadmap formulation, team buy-in
  • Session 3: Data configuration, organization structure, team invitations, etc.
  • Integration Setups: QuickBooks Online/Xero, Gmail/Outlook (*)
  • Session 4: Sales Management (Project pipelines, Kanban view, project mgmt)
  • Session 4: Quote creation and tracking
  • Custom quote template design
  • Other order creations (PO, WO, Invoices)
  • Session 6: Installation scheduling, task management
  • Vendor price tracking
  • Session 7: Bid proposal creation and management.
  • Custom bid template design
  • Session 8: Schedule of Value best practice, billing and workflow
  • Session 9: Jobsite production tracking (JobTrakr app, separate app)
  • Session 10: Implementation delivery and acceptance
  • Purchase

Customizable Onboarding Tracks

Track 1: Streamline/manage team takeoff estimating process

Manage your project bids, takeoff estimating projects, project documents and workflow with all the teams on the same page.
Pre-requisites: MeasureSquare Diagram, Estimating skill

Track 2: Takeoff Estimating with MeasureSquare Web Edition in CRM

Easily access your MeasureSquare diagrams, estimate data over the web. Edit measurement, drawing and product layout, and create quote, PO, WO and invoice on the fly.
Pre-requisites: Diagrams

Track 3: Sales and Quote Management with Customers

Easily create quote with accurate product catalog pricing, and MeasureSquare estimating data, attach diagram drawings to present professional quote, track customer openings and signature to close sales faster.
Pre-requisites: Diagram, Quote, Pipeline

Track 4: Sales pipeline and team performance management

Easily tailor CRM to suit you, without any development help. Edit project stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
Pre-requisites: Pipeline Setup, Stage Configuration

Track 5: Project Documents & Communication Management

Communicate efficiently with your teams and client contacts by integrating your email, calendar, contact, account, project documents, product spec and catalog, vendor info. Automatically log sent emails, keep track of interactions, and use personalized email templates to save you time.
Pre-requisites: N/A

Track 6: Installation Scheduling and installation crew management

Easily manage installer crews and installation schedules, work orders with job installation diagrams.
Pre-requisites: Diagram, WO, Installer, Tasks

Track 7: Vendor Price Request Automation & Tracking

Track product pricing requests for commercial projects with vendor reps by auto populated email with product SKU and qty. Track the price expiration dates and confirmations.
Pre-requisites: Diagram, Email integration

Track 8: Commercial Bid Proposal Preparation

Easily create professional commercial bids with MeasureSquare takeoff estimating data, with custom bid formats and labor costs pulled from the vendor catalogs.
Pre-requisites: Diagram, Products, PriceBook

Track 9: Schedule of Value (SOV) creation and tracking

Communicate efficiently with your GC/owners with an easy-to track SOV tool. It is integrated with the bids, quotes, Change Orders, POs, WOs, invoices so it is easy to track the job costing along with the production cycle.
Pre-requisites: Quote, Bid, WO, PO, Invoice

Track 10: Field job production tracking with JobTrakr app

Track jobsite completion report, punch lists, and other field task activities based on the same floor plan.
Pre-requisites: JobTrakr app and iPad/iPhone

Track 11: Integration with Gmail, Outlook, QuickBooks Online and Xero

Sync your email, contact, calendar, and estimates with the most popular accounting systems QBO and Xero.
Pre-requisites: QBO/Xero admin account/pwd

Track 12: Change Order Management

Manage and track changes from the original MeasureSquare takeoff diagrams, all the ways to quote, bid, PO, WO, invoice.
Pre-requisites: Quote, Diagram