MeasureSquare CRM: The Only Trade-Specific CRM for Flooring Pros

Keep your team and clients in sync–anytime, anywhere.

Running a flooring business means juggling leads, bids, crews, inventory, and customer communication, often across too many tools. That’s where MeasureSquare CRM changes the game.

Unlike generic CRMs built for every industry, MeasureSquare CRM is designed specifically for flooring pros. It connects your takeoff data, proposals, purchase orders, and billing in one seamless system. NO double entry, NO lost details, NO messy spreadsheets. From the first lead to the final payment, every part of your workflow clicks together for faster quotes, smarter job management, and a smoother customer experience.

The Only Takeoff-Centered CRM

Your Measure Square takeoff data flows directly into MeasureSquare CRM, complete with product details, quantities, and pricing. Any updates made in the takeoff automatically sync back to the CRM, ensuring 100% accuracy between your estimates and proposals.

AI Analyzer

Upload large floor plans directly to MeasureSquare CRM and instantly extract key details.

• Identifies rooms, doors, and windows.
• Includes AI-generated summary of selected scopes (helping you quickly decide whether to bid for the job or not).
• Extracts a full product list ready to be imported into MeasureSquare 8 with a few clicks.
• Identifies key floorplan pages ready to be imported into MeasureSquare 8 for takeoff (saves you time when you need to go through hundreds of pages to find the useful pages that you actually need for takeoff).
• Quickly extracts trade symbols.

Proposals

Build quotes and price requests in one click. The system pulls all product and quantity data from your takeoff, ready to send to clients or GCs instantly. Create branded, professional quotes that reflect your business. Customize columns, fields, and layouts, then send proposals straight from the CRM.

Every proposal is tracked; you’ll even see when a client opens, views, and e-signs it, so you can follow up at the perfect time.

POs, WOs, Change Orders & Invoices

When a proposal is approved, the CRM automatically generates your purchase orders, work orders, change orders, and invoices — all linked back to your original proposal data. The result: consistent numbers, cleaner operations, and zero data duplication.

Installation Schedule

Manage your installation calendar visually. If a crew can’t make it, simply drag and drop the work order to another installer. The system updates everything instantly, keeping your schedule and teams aligned. You can also drag and drop appointments across the calendar if the date changes.

Change Orders

MeasureSquare CRM tracks all live change orders as they happen, showing how each adjustment affects costs, sales, and profitability in real time. No more hidden margin losses or missed updates.

Accounting

With integrations to your accounting systems like QuickBooks Online, Xero, and Stripe, MeasureSquare CRM keeps your job and financial data in perfect alignment. That means more accurate billing, better cash flow visibility, and fewer headaches at month-end.

Project Summary

Gain instant clarity on your project's financials—all in one place
✔️ View total income, total cost, profit, markup, and margin at a glance
✔️ Export project-specific reports with clear breakdowns of income, materials, and labor

Spot performance trends, track conversion rates, and make smarter, data-backed decisions for growth.

What’s New

These updates set the stage for upcoming features, like live Work-in-Progress reporting and QuickBooks integration, helping you monitor project profitability and sync financial data with your accounting systems.

Record your Invoice Payments directly in MeasureSquare CRM

You can now log one or multiple payments under Payment Received in your invoices. Add details such as amount, date, method, and notes, and even upload attachments for easy record-keeping.

Create Bills from your Purchase Orders and Work Orders

Quickly generate Bills by importing your POs or WOs and selecting the line items you need—or start from scratch and add them manually. You can also record transactions for each Bill to keep your finances accurate and up to date.

Add Expenses to your Projects

Easily track Expenses by creating and logging them within your projects. Record itemized entries, mark each as taxable or not, and attach notes or files for complete expense documentation.

Export custom columns to Excel

You can now include your custom fields when exporting List Views to Excel. This ensures your tailored data appears in both MeasureSquare CRM and your reports for easier analysis and sharing.

Assign multiple installers to a Work Order

Save time by adding multiple installers when creating a work order. The system will automatically generate separate installation schedules for each installer.

To discover more new features, visit My CRM, click your name in the top right-hand corner, and click "What's New."

Coming Soon

MeasureSquare CRM is constantly evolving to fit the way you actually work. Upcoming updates include field service management tools for time tracking, on-site billing, and installation completion: all designed to connect your field crews with your office team seamlessly.

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