Measure Sheets

Overview

Measure Sheets allow the team to quickly record measurements that can later be applied to price book items when creating scopes of work. This feature streamlines the estimation process by separating the measurement collection from the pricing application and allows for use of the same measurements when building Multiple Scopes.

Accessing Measure Sheets

The Measure Sheets tab appears to the left of the Scopes tab in the project window.

Creating a Measure Sheet

1. Navigate to the Measure Sheets tab in your project
2. Click "Add Measurement"
3. Enter a name for the measurement (e.g., "Floor")
4. Specify the quantity (how many of this item you're measuring)
5. Select the measurement type (these match the measurement types in your price book)
   
   • • Custom measurement units (e.g., square feet)
     • Single items
     • And other measurement units configured in your price book
6. Enter the measurement value (e.g., square footage)
7. Add optional notes if needed
8. Click "Save and Exit"

Editing Measure Sheets

After creating a measure sheet, you can:

• Edit existing measurements
• Add more measurements to the sheet
• Add add-ons that can also be applied to scopes

Applying Measurements to Scopes

When creating a scope of work, you can:

1. Reference your measure sheet directly within the scope
2. Select "Add Item" next to a measurement
   
   
3. Choose a price book item that matches the measurement type
   
   
4. The system will automatically pull in the quantity and measurement value
   
   
5. Once applied, the measurement will be marked as complete
   
   

Benefits of Measure Sheets

• Allows reps to focus on collecting accurate measurements
• Reuse the same measurements across multiple scope options
• Ensure consistent measurements when creating good/better/best options
• Facilitate collaboration between field staff and office estimators