You can start a Measurement from:
The Home screen
The + Create new menu
The flow is similar to creating a proposal, you need to add and confirm an address but without requiring a lead or client at the beginning.
How it works
Create a new Measurement
Add a property address
Generate measurements and map segments
Add client or lead details later if needed
How do I add a client to a property created through the Measurement flow?
To create and send proposals, a property must be connected to a client.
You can add a client in two ways:
Click + Add client in the breadcrumb menu
Click Notes or Proposals
From there, you can:
Select an existing client
Create a new client
Clients list update
In the Clients section, you will see a new Properties column showing all properties including added through the Measurement flow.
