MeasureSquare CRM onboarding tracks provide a guided way to implement the CRM system by the product teams from Measure Square, or by your own teams. It helps you get the faster and higher ROI with your CRM investment.
Track-1 focuses on the sales lead and pipeline management implementation.
Business Types: Mid-to-large size flooring contractors & retailers.
Team Involved: Sales managers/reps, estimators, office managers.
System Platform: Any web browser on desktop and mobile devices.
Need a quick implementation consulting? Please have us contact you.
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
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
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
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
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
Easily manage installer crews and installation schedules, work orders with job installation diagrams.
Pre-requisites: Diagram, WO, Installer, Tasks
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
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
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 jobsite completion report, punch lists, and other field task activities based on the same floor plan.
Pre-requisites: JobTrakr app and iPad/iPhone
Sync your email, contact, calendar, and estimates with the most popular accounting systems QBO and Xero.
Pre-requisites: QBO/Xero admin account/pwd
Manage and track changes from the original MeasureSquare takeoff diagrams, all the ways to quote, bid, PO, WO, invoice.
Pre-requisites: Quote, Diagram