Find your way aroundGet started · Where everything lives: the side rail on iPad, Mac and web, the tab bar on iPhone, and the search that gets you anywhere.
Search and the command barGet started · One search and one create button for the whole app: places, actions, customers, jobs and addresses.
Getting StartedGet started · Your first hour: set up your company, make a job, measure it, price it and send an estimate to yourself.
Company profile and logoGet started · Add your business name and logo once. They show on every estimate, invoice and report.
Your name and photoGet started · Set your name, photo, phone and job title so customers and teammates know who is who.
What needs youToday · The Needs you list on Today, grouped by the kind of move each item is.
Notifications and Since you lookedToday · Where to find what happened: the bell on Today, the Since you looked card and the daily record.
ReportsToday · Profit and loss, money owed, job profit, goals, the Weekly review, lead sources and more.
Your day in the fieldToday · My Visits and Today for crew: your stops in order, the clock, and photos and notes for the job.
Start every day hereToday · Today shows what needs you: new requests, visits, estimates to send and money to collect.
Weekly reviewToday · The Friday record of your sold jobs: what is waiting, what moved and what to fix by tomorrow.
The PipelinePipeline · One path runs the whole business: lead → measure → estimate → signed contract → job → bill → collect.
Leads and the PipelinePipeline · Leads are prospects you are chasing. Pipeline gives you a list, a board and a call list to work them.
Work the listPipeline · The call list: who to call, in order, right now, plus the leads with no next touch booked.
Where leads come fromPipeline · Lead sources, service areas and what happens to a lead when it arrives.
Lead to Paid: The Whole PipelinePipeline · Follow one job the whole way — a lead arrives, you measure it, price it, get it signed, build it, bill it, and collect. Every step hands the next one what it needs.
Your estimate request formPipeline · A page on your website where homeowners ask for an estimate. The request lands in your Pipeline.
The scheduleJobs · Schedule is the third lens on Jobs. See who goes where, by day, week, month, Gantt or map, and move things with a preview.
The job pageJobs · Everything about one job on one page: five tabs for the work, the paperwork, the money, the activity and the punch list.
A job's next moveJobs · Every job shows the one thing to do next. It is worked out from what has happened, not from a checklist.
Job stagesJobs · Nine stages carry a job from its first day to closed. Moves between them are checked.
Change ordersJobs · A change order records changed scope, gets the customer's yes, and adds the money to the contract.
Add a photo to the jobJobs · Before and after photos go on the job, so the office and the customer see the same record.
Daily logsJobs · A daily log records what happened on a job each day: the crew, the hours, the work, the weather and the photos.
The job flowJobs · Sold jobs move through steps from Sold to Finished. The strip above the Jobs board shows where they all are.
Create your first jobJobs · A job needs a customer and an address. Everything else can come later.
Jobs: where the work livesJobs · The Jobs page lists every job three ways: List, Board and Schedule. Every customer, drawing, estimate and invoice hangs off a job.
Schedule a jobJobs · Booking a job is one guided sheet: pick the day, pick the crew, then confirm exactly what the crew and the customer are told.
Schedule a Job and Fill the DayJobs · Book a sold job, pick the crew, read what the customer is told, then clear the holes in tomorrow.
Your first drawingMeasure & drawings · Start a drawing from a job, draw a floor plan, add tags and photos, mark it field-ready and make a report.
Drawings, jobs and the Drawings listMeasure & drawings · Every drawing belongs to a job. The Drawings list is a recent-first index into your jobs' drawings, and Drawing Info is what prints on reports.
Storage and backupMeasure & drawings · Where drawings are kept, how account sync and iCloud folders differ, and how to back up with export.
Layout types and working with layoutsMeasure & drawings · A drawing holds as many layouts as you need. Choose from Grid, Sketch, Document, Drafting, Elevation and Site Plan, plus photos and files.
Grid and pencil drawingMeasure & drawings · Grid draw makes straight, snapped walls. Pencil draw is freehand with shape help. Snap, zoom, lock and undo apply to both.
Fill texturesMeasure & drawings · Fill a closed shape with a material texture such as brick, wood, tile or siding so plans read at a glance.
Tags, views and pinsMeasure & drawings · Tags record what an opening is and how big. Views mark which side you are looking at. Pins mark a spot. Label styles control how they look.
Pin Catalog and job presetsMeasure & drawings · 136 pins in 16 categories, 25 job presets, a Favorites bar and a quick-note bar after each pin.
Tag details: sizes, mulls and quantitiesMeasure & drawings · The detail sheet on a window or door tag: photos, copy and paste, quantity groups, rough-opening offset, interior and exterior sizes and mulls.
Overlays: trace over a plan or photoMeasure & drawings · Put a blueprint, photo or PDF page behind the grid and trace it. Overlays help you draw and never print.
Camera and galleryMeasure & drawings · Take photos and videos in one session, then review, mark up and clean the gallery before the report.
Photo markup and stickersMeasure & drawings · Draw, box, circle, arrow, text and sticker on photos. On team drawings markup syncs live.
Notes and documentsMeasure & drawings · Notes hold written context for the drawing. Documents hold imported files and generated reports.
ReportsMeasure & drawings · Make a PDF report from layouts, tags, photos, notes and Drawing Info. Choose sections and the photo watermark in Customize.
Review dashboardMeasure & drawings · Every tag from every layout in one list, with filters, search and a completion percentage, before you make the report.
AR MeasureMeasure & drawings · Measure window and door openings with the LiDAR camera. A paid plan and a LiDAR device are needed.
Pitch levelMeasure & drawings · Measure roof pitch and slope with the device's motion sensors. Save readings with notes, photos and CSV export.
Elevation ScannerMeasure & drawings · Take a photo of a house side and the scanner builds an editable blueprint you can tag. Paid plans and internet required.
AI assistant and drawing helpersMeasure & drawings · Typed AI commands, photo auto-fill and local checks that catch missing or odd sizes. Daily allowances depend on the plan.
Sharing, sync and working togetherMeasure & drawings · Share a drawing with your team to sync it live. See who is in it, avoid conflicts and invite read-only collaborators.
Drawing commandsMeasure & drawings · Inside a drawing the command bar takes typed commands for tools, layouts, media and reports. Case does not matter and most have short forms.
Command quick referenceMeasure & drawings · Every drawing command with its short form and what it does.
CalculatorMeasure & drawings · A field calculator with decimal and fraction input, a unit converter and a square-footage mode.
Importing CAD filesMeasure & drawings · DXF, DWG and SVG files become Drafting layouts. DXF is fastest and works offline.
Bring files in: Share Sheet and WordMeasure & drawings · Send PDFs, photos, CAD files and Word documents from any app into a drawing from the Share Sheet or the file picker.
Voice inputMeasure & drawings · Speak to create tag drafts from the command bar, or dictate into notes. Recording stops at 60 seconds.
Team stickersMeasure & drawings · Owners and admins keep a team sticker catalog everyone can use in photo markup.
Drawings mapMeasure & drawings · See drawings as pins on a map by address, with market boundaries and a route planner.
Viewer reportMeasure & drawings · A read-only, branded summary of a drawing for customers: swipeable photos and tagged items by department.
Tag categories and the takeoffMeasure & drawings · Your own tag categories come from the price book. Each tag is measured as area, linear or count and flows to the takeoff and estimate.
Sketch and Document layoutsMeasure & drawings · Sketch is a large freehand canvas. Document is a page-based layout that scrolls like a PDF viewer, with a Pages sidebar.
Drafting (CAD) layoutsMeasure & drawings · Precise CAD drawing with units and scale, snap, ortho lock, layers, dimensions and DXF, PDF and PNG export.
From the field to the reportMeasure & drawings · A complete visit from creating the drawing to sending the report.
The side rail beside your drawingMeasure & drawings · On iPad and Mac the CRM's menu sits beside the canvas, folded to icons. Open any page from it and come back to the drawing.
Site Plan layoutsMeasure & drawings · Trace a roof or lot on the property's map. The Site Plan layout measures areas, lines and counts, and prices roof facets.
Margin & PricingEstimates & proposals · The estimate knows what the work costs you, so it can show your margin while you're still editing — per line and overall — and work backwards from the margin you want.
AssembliesEstimates & proposals · A reusable bundle of price book items that expands into a full set of lines — and scales itself off what you measured.
Clauses & TemplatesEstimates & proposals · The terms that protect you, written once and reused — with the customer's name, your license number, and the deposit amount filled in automatically.
Proposal PhotosEstimates & proposals · Show the customer the problem you're quoting.
Getting It SignedEstimates & proposals · The customer signs the document they were looking at.
The Price BookEstimates & proposals · Your catalog of what you sell and what it costs you.
Setting Up an ItemEstimates & proposals · Five things make an item usable, and the editor tracks them as a readiness ring — so you know at a glance which products are actually ready to sell.
Pricing StrategyEstimates & proposals · Set one target margin and the spread between your tiers, and every item's prices derive themselves from its cost.
Tags and PricingEstimates & proposals · The link between the canvas and the money: a tag's category finds its products, and a drawing that changes can push its changes back into an estimate.
Measure to Money: Takeoff and the EstimateEstimates & proposals · Turn a finished drawing into an ordered materials list and a priced estimate, without retyping a single quantity.
Send your first estimateEstimates & proposals · Send it to yourself first to see exactly what a customer gets. Then send the real one.
Billing a JobMoney · Billing goes through one door: you bill the job.
ReceivablesMoney · Who owes you, how old it is, and who to call first.
CollectionsMoney · Working the past-due list: reminders, pay links, a card you already have on file, promises to pay, and — when it's truly gone — a write-off.
Recording PaymentsMoney · Money arrives by cash, check, card, or bank transfer.
Customer portalMoney · One page per customer that shows where each job stands, what needs them, and lets them sign, pay and book. Set it up in Settings.
Job CostsMoney · What the work actually cost — receipts, labor, mileage — logged against the job so profit is a measured number rather than an estimate you never checked.
Purchase OrdersMoney · Ordering materials for a job — with the takeoff already knowing what and how much, so a signed job becomes an order in one step.
Expenses and My expensesMoney · Hand in a receipt, see where it stands, and let the office approve and reimburse. Every expense can go to a job.
Offer customers financingMoney · Show monthly payment options on proposals and invoices and track each customer's application through to funded.
What you're owedMoney · Money is one list of every ask: invoices, proposals and change orders, with what is owed, late and unbilled.
Customer Next MoveCustomers · Like jobs, every customer carries a derived next move — and it says why, not just what.
MessagingCustomers · One inbox for customer conversations by text, email, voicemail and the customer portal, so the whole team sees the thread.
Call historyCustomers · Every call and voicemail on your business number, who it was, and whether anyone picked up.
Service ticketsAftercare & service · What happens after a job is finished — warranty callbacks, punch returns, maintenance, and inspections, tracked as tickets that carry the original job's history.
Maintenance and plansAftercare & service · Sell a maintenance plan, then let reminders bring each round back to you.
AftercareAftercare & service · Aftercare is one place for what you owe after a job: warranties, maintenance rounds, plans and service tickets.
WarrantiesAftercare & service · Every warranty you give is a record with a start, an end and a check-in before it runs out.
Who sees whatCrew & pay · Access (Field, Office, Admin), the money and payroll permissions, markets and the plan decide what each person can open.
People: your crew, your office, your subsCrew & pay · One record per person. Access (Field, Office or Admin) says what they can open. Pay (W-2 employee or 1099 contractor) says how they are paid.
Add a person and onboard themCrew & pay · A guided setup that collects what you need, in order, and forks on employee or contractor.
Compliance DocumentsCrew & pay · The paperwork each person owes you, what expires, and what's still missing — tracked per person rather than in a folder nobody opens.
Employee or ContractorCrew & pay · Whether you file a 1099 depends on the payee's tax classification, and whether that contractor should really be an employee is a question the app will raise before an auditor does.
Timesheets and week reviewCrew & pay · Hours live in one ledger. The office reviews each week: open clocks, fixes and disputes, flagged days, then approves.
Pay runs and payroll providersCrew & pay · Pick a period, check who is ready, preview, then pay it yourself or hand it to Gusto. Payroll is in early access.
Set up your teamCrew & pay · Create the team on the Team plan, invite people, organize markets, use seats and field tools, and keep the activity log.
Field people and shared drawingsCrew & pay · What a Field person or an outside viewer sees: a home of their drawings and jobs, photo uploads, markup, and no editing of the plan.
Invite your crewCrew & pay · Send a Field or Office invite by email or link. Crew invites are on the Team plan, and only Office and Admin people use a seat.
My pay: your hours, your week, your stubsCrew & pay · Clock in, check your week, confirm or dispute it, and read your pay stubs. For anyone who is paid through the app.
ProVia entryLINKIntegrations · Save one company login, then everyone can import ProVia orders and quotes into proposals.
Therma-Tru DoorsIntegrations · Therma-Tru is the leading entry door brand in the U.S., offering fiberglass and steel door systems.
Leaf Blaster ProIntegrations · Leaf Blaster Pro is a micro-mesh gutter guard system designed for professional installation.
MI Windows + DoorsIntegrations · MI Windows and Doors manufactures vinyl, aluminum, and impact-resistant windows and doors across residential and commercial lines.
Simonton WindowsIntegrations · Simonton is a national vinyl window manufacturer known for their Madeira, Reflections, and ProFinish lines.
Harvey Windows + DoorsIntegrations · Harvey Building Products manufactures vinyl and wood windows and patio doors primarily for the Northeast and Mid-Atlantic markets.
DocuSignIntegrations · Send proposals, change orders and other documents for legally binding e-signature. Early access.
The Integrations pageIntegrations · One page lists every connected service, grouped by the job it does, with a status and the next step.
Gusto and CheckIntegrations · Connect Gusto so pay runs can go to it, match your crew to its people, and keep paying yourself if you prefer.
QuickBooksIntegrations · Send invoices, payments and expenses to your books. Connect once, confirm the company, map expense accounts, then it syncs.
Record NumbersSettings · Every customer gets one evergreen account number, and everything they ever buy nests under it.
MarketsSettings · A market is a place you do business. It scopes customers, jobs, money, the price book, the phone line and the people who see them.
Settings: seven categoriesSettings · Settings is grouped by what you want to do: You, Company, Selling, Getting paid, Team, App and Integrations. Search finds any row.
Settings: TeamSettings · Members and access, field tools, content catalogs, brands, activity log, shared links and single sign-on.
Settings: AppSettings · Appearance, region, measuring and drawing, reports and watermarks, AI features, storage, early access and help.
Two-factor sign-in and credentialsSettings · Add a text-message code to sign-in and change your email, password or sign-in phone safely.
Preferences across devicesSettings · Colors, label styles, toolbar order, report and watermark settings follow your account to every device.
Privacy and your accountSettings · Choose whether to share usage analytics, read the terms, leave a team or delete your account.
Settings: CompanySettings · Business info, documents, markets, the customer domain and portal, and Job flow.
Settings: SellingSettings · Lead sources, service areas, texting, the price book, pricing rules, proposal content and field verify.
Settings: YouSettings · Your profile, sign-in and security, notifications, My pay, your plan and billing, and privacy.
Get your business numberSettings · After you pay, register your business with the carriers, then pick a local number in Settings, Selling, Texting.
Feature AvailabilityPlans & trial · Admins can choose which app features are available to team members, in Settings, Team, Field tools, under Crew features.
Subscription ManagementPlans & trial · Measure Tech PRO has four plans: Free, Pro, Team, and Scale.
Managing Team SeatsPlans & trial · Team seats control how many admins, managers, and members your team can have.
What the free trial includesPlans & trial · Every new account gets 14 days of Pro with no card. The business phone, texting and calls are not part of it.
The web dashboardWeb dashboard · Create an account and run the business from any browser. What the web does, and the few things that stay in the app.
Web dashboard and billingWeb dashboard · Sign up or sign in on the web, then manage your plan and seats through Stripe.
Troubleshooting common issuesTroubleshooting · Quick fixes for drawing, plan, sync, crew, texting and integration problems.