https://squaretally.com/ 2026-10-09 weekly 1.0 https://squaretally.com/flooring-takeoff-software 2026-10-09 monthly 0.9 https://squaretally.com/integrations/quickbooks-online 2026-10-09 monthly 0.9 https://squaretally.com/demo 2026-10-09 monthly 0.8 https://squaretally.com/fr/demo 2026-10-09 monthly 0.6 https://squaretally.com/flooring-contract-template 2026-10-09 monthly 0.8 https://squaretally.com/for/hardwood-dealers 2026-10-09 monthly 0.7 https://squaretally.com/for/flooring-installers 2026-10-09 monthly 0.8 https://squaretally.com/for/design-build 2026-10-09 monthly 0.7 https://squaretally.com/tools/herringbone-waste-calculator 2026-10-09 monthly 0.7 https://squaretally.com/tools/square-feet-to-boxes-converter 2026-10-09 monthly 0.7 https://squaretally.com/pricing 2026-10-09 monthly 0.8 https://squaretally.com/support 2026-10-09 monthly 0.5 https://squaretally.com/vs/measuresquare 2026-10-09 monthly 0.7 https://squaretally.com/vs/planswift 2026-10-09 monthly 0.7 https://squaretally.com/guides/how-squaretally-works 2026-10-09 monthly 0.6 https://squaretally.com/guides/media/01-create-project.jpg Creating a project in SquareTally Naming a flooring job on the SquareTally dashboard and opening it on its four-point readiness checklist. https://squaretally.com/guides/media/01-create-project.mp4 8 2026-08-26 yes no https://squaretally.com/guides/media/02-read-job-details.jpg Reading rooms and the customer out of the job text Pasting an installer's written scope into SquareTally and reading five rooms, their square footage and the customer out of it, with each one reviewed before it reaches the job. https://squaretally.com/guides/media/02-read-job-details.mp4 25 2026-08-26 yes no https://squaretally.com/guides/media/03-calibrate-scale.jpg Calibrating the scale on a PDF floor plan Setting the scale of an architect's PDF by clicking both ends of a printed dimension line and typing the distance as written, in feet and inches. https://squaretally.com/guides/media/03-calibrate-scale.mp4 15 2026-08-26 yes no https://squaretally.com/guides/media/04-trace-rooms.jpg Tracing and measuring a room on a floor plan Tracing a room corner by corner on a PDF plan, naming it, and applying a laying style that redraws the flooring pattern over the traced outline. https://squaretally.com/guides/media/04-trace-rooms.mp4 21 2026-08-26 yes no https://squaretally.com/guides/media/05-materials-and-rooms.jpg Assigning a material and laying style to each room Giving every room on a flooring job its material and its laying style, which is what carries the waste rate through to the material order. https://squaretally.com/guides/media/05-materials-and-rooms.mp4 11 2026-08-26 yes no https://squaretally.com/guides/media/06-fill-areas-and-review.jpg Filling in room areas and reviewing the material order Typing in the room areas the job text left blank, watching the estimate preview turn ready, then adjusting waste and markup per line of the material order. https://squaretally.com/guides/media/06-fill-areas-and-review.mp4 13 2026-08-26 yes no https://squaretally.com/guides/media/07-create-the-quote.jpg Creating a QuickBooks draft or a branded PDF quote Choosing between linked material and labor drafts in QuickBooks Online and a branded PDF material quote, from the same reviewed flooring estimate. https://squaretally.com/guides/media/07-create-the-quote.mp4 25 2026-08-26 yes no https://squaretally.com/guides/quoting-an-installation-job 2026-10-09 monthly 0.6 https://squaretally.com/guides/media/i1-create-installer-project.jpg Creating an installation-scope project Naming a flooring job on the SquareTally dashboard and choosing installation scope, the workflow that quotes an installer's own labor, over material takeoff. https://squaretally.com/guides/media/i1-create-installer-project.mp4 7 2026-08-26 yes no https://squaretally.com/guides/media/i2-describe-the-job.jpg Turning a written job description into quote lines Entering the customer, choosing a labor quote, writing the flooring job out in plain words with its quantities and prices, and building five editable quote lines from it. https://squaretally.com/guides/media/i2-describe-the-job.mp4 7 2026-08-26 yes no https://squaretally.com/guides/media/i3-check-every-line.jpg Reviewing the quote lines and filling a missing rate Reviewing generated flooring quote lines, reading the warnings raised by the written scope, and filling in the rate for a line the text never priced before the outputs unlock. https://squaretally.com/guides/media/i3-check-every-line.mp4 8 2026-08-26 yes no https://squaretally.com/guides/media/i4-create-the-quote.jpg Creating a branded PDF labor quote Setting the tax rate, saving the quote, and downloading a branded labor quote PDF with the customer, the line items and the total. https://squaretally.com/guides/media/i4-create-the-quote.mp4 14 2026-08-26 yes no https://squaretally.com/vs/total-takeoffs 2026-10-09 monthly 0.7 https://squaretally.com/alternatives/measuresquare 2026-10-09 monthly 0.7 https://squaretally.com/terms 2026-10-09 yearly 0.2 https://squaretally.com/privacy 2026-10-09 yearly 0.2 https://squaretally.com/tools/flooring-waste-factor-calculator 2026-10-09 monthly 0.6 https://squaretally.com/tools/hardwood-board-footage-calculator 2026-10-09 monthly 0.6 https://squaretally.com/guides/waste-factors-by-laying-pattern 2026-10-09 monthly 0.6 https://squaretally.com/guides/measuring-square-footage-from-a-plan-set 2026-10-09 monthly 0.6 https://squaretally.com/guides/pricing-a-job-from-dealer-price-lists 2026-10-09 monthly 0.6 https://squaretally.com/tutorials 2026-10-09 monthly 0.7 https://squaretally.com/tutorials/getting-started 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t1-01-sign-in.jpg Signing in to SquareTally with an email link An email address is typed on the SquareTally sign-in card and Send link is pressed. The card confirms that a sign-in link is on its way, with no password needed. https://squaretally.com/tutorials/media/t1-01-sign-in.mp4 10 2026-10-09 yes no https://squaretally.com/tutorials/media/t1-02-company-profile.jpg Adding the company details and logo in SquareTally Settings The My company card in Settings is filled with a flooring shop's name, address, phone and email, a logo is uploaded, and Save company info is pressed. https://squaretally.com/tutorials/media/t1-02-company-profile.mp4 20 2026-10-09 yes no https://squaretally.com/tutorials/media/t1-03-how-you-quote.jpg Choosing how new jobs are quoted in SquareTally The New projects card in Settings shows its three choices, Installation quotes, Material takeoffs and Ask for every project, and Ask for every project is selected and saved. https://squaretally.com/tutorials/media/t1-03-how-you-quote.mp4 12 2026-10-09 yes no https://squaretally.com/tutorials/media/t1-04-create-first-job.jpg Creating the first job in SquareTally From an empty Projects page, Create new job opens the New job dialog. The job is named, Material takeoff is chosen, and the project opens on its five-point checklist. https://squaretally.com/tutorials/media/t1-04-create-first-job.mp4 17 2026-10-09 yes no https://squaretally.com/tutorials/media/t1-05-projects-dashboard.jpg Filtering, searching and renaming jobs on the SquareTally projects list The Projects page lists three jobs with their status and next action. The list is filtered by status, searched by name, one job is renamed, and another is opened. https://squaretally.com/tutorials/media/t1-05-projects-dashboard.mp4 22 2026-10-09 yes no https://squaretally.com/tutorials/quote-an-installation-job 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t2-01-describe-the-job.jpg Describing a flooring installation job in SquareTally The customer name, email and address are typed, Quote type stays on Labor, a five-sentence job description is pasted and Build quote turns it into five editable quote lines. https://squaretally.com/tutorials/media/t2-01-describe-the-job.mp4 19 2026-10-09 yes no https://squaretally.com/tutorials/media/t2-02-check-every-line.jpg Fixing a missing price on a SquareTally quote line The quantity of the laminate removal line is changed to 570 and its Required rate is filled with 1.25, the total moves from $4,627.50 to $5,340.00, and Save quote is pressed. https://squaretally.com/tutorials/media/t2-02-check-every-line.mp4 14 2026-10-09 yes no https://squaretally.com/tutorials/media/t2-03-quote-details.jpg Setting the quote number, dates and payment terms in SquareTally The quote number Q-0054, a 0% tax rate and the 30-day validity dates are already filled in; the default notes are replaced with deposit terms and the quote is saved. https://squaretally.com/tutorials/media/t2-03-quote-details.mp4 17 2026-10-09 yes no https://squaretally.com/tutorials/media/t2-04-download-pdf.jpg Downloading a branded PDF labor quote from SquareTally On step 3, the cursor shows the Edit company branding link on the PDF quote card, then Download PDF quote is pressed and the PDF is created. https://squaretally.com/tutorials/media/t2-04-download-pdf.mp4 8 2026-10-09 yes no https://squaretally.com/tutorials/media/t2-05-quickbooks-quote.jpg Creating a draft QuickBooks estimate from a SquareTally quote An existing QuickBooks customer is found by typing Hall and selected, then Create QuickBooks quote makes draft Estimate #1042 with 5 lines totaling $5,340.00. https://squaretally.com/tutorials/media/t2-05-quickbooks-quote.mp4 13 2026-10-09 yes no https://squaretally.com/tutorials/media/t2-06-measure-room-sizes.jpg Measuring a room on a floor plan and adding its size to a quote A plan page is opened, the scale is set from a printed 22'-6" dimension, the living room is traced at 359.6 sqft, and the room size is added to the job description. https://squaretally.com/tutorials/media/t2-06-measure-room-sizes.mp4 22 2026-10-09 yes no https://squaretally.com/tutorials/read-the-job-from-the-text 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t3-01-paste-the-text.jpg Pasting the installer's job text into SquareTally The installer's message for the Halloran job is pasted into the Job details box of a new project and saved with Save text. https://squaretally.com/tutorials/media/t3-01-paste-the-text.mp4 12 2026-10-09 yes no https://squaretally.com/tutorials/media/t3-02-read-the-job-details.jpg Reading rooms, customer and labor out of the job text Read the job details turns the pasted text into a review card listing the customer, five rooms with their square footage, a warning about a shared area, and six labor lines. https://squaretally.com/tutorials/media/t3-02-read-the-job-details.mp4 15 2026-10-09 yes no https://squaretally.com/tutorials/media/t3-03-review-and-add.jpg Correcting the review card and adding it to the job The shared 340 sq ft is split between Kitchen and Nook, the installer's unit prices are typed for each labor line, and Add to the job saves rooms, labor and customer. https://squaretally.com/tutorials/media/t3-03-review-and-add.mp4 25 2026-10-09 yes no https://squaretally.com/tutorials/media/t3-04-labor-costs-table.jpg Editing labor lines and options on a SquareTally job In the labor costs table an option is billed by typing a quantity, made an option again with its checkbox, and a missing line is added, bringing the labor total to $2,620.00. https://squaretally.com/tutorials/media/t3-04-labor-costs-table.mp4 20 2026-10-09 yes no https://squaretally.com/tutorials/media/t3-05-rooms-and-checklist.jpg Rooms read from the job text and the job checklist The Rooms on this job table shows five rooms sourced from the job details, the Living room in Herringbone and the rest in Straight, 1016 sq ft in total, and the checklist moves to 3 of 5. https://squaretally.com/tutorials/media/t3-05-rooms-and-checklist.mp4 17 2026-10-09 yes no https://squaretally.com/tutorials/materials-waste-and-pricing 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t5-01-waste-by-laying-style.jpg Setting a waste rate on each laying style in Settings In Settings, Laying styles lists six styles with a waste percentage each; 10 is typed for Straight and 20 for Herringbone, and each value saves when the field loses focus. https://squaretally.com/tutorials/media/t5-01-waste-by-laying-style.mp4 14 2026-10-09 yes no https://squaretally.com/tutorials/media/t5-02-upload-a-price-list.jpg Uploading a vendor price list PDF to SquareTally A dealer price list PDF is added under My price lists, its vendor, sheet name and effective date are confirmed, and it is saved as one row with Open, Edit, Supersede and Delete. https://squaretally.com/tutorials/media/t5-02-upload-a-price-list.mp4 18 2026-10-09 yes no https://squaretally.com/tutorials/media/t5-03-add-a-wood-from-the-catalog.jpg Adding a wood from a vendor price list at the sheet's price Add from catalog searches the uploaded dealer sheet for white oak, the $6.85 engineered plank is checked against page 1 of the price list and added to the job with its item number. https://squaretally.com/tutorials/media/t5-03-add-a-wood-from-the-catalog.mp4 26 2026-10-09 yes no https://squaretally.com/tutorials/media/t5-04-assign-materials-to-rooms.jpg Assigning a wood and a laying style to each room Each of the five rooms on the demonstration job gets the white oak and its laying style, and the job checklist ticks Rooms assigned and priced at 4 of 5. https://squaretally.com/tutorials/media/t5-04-assign-materials-to-rooms.mp4 21 2026-10-09 yes no https://squaretally.com/tutorials/media/t5-05-other-items.jpg Adding adhesive and underlayment to the material quote Parquet adhesive and an underlayment roll are added under Other items and supplies with a quantity, unit and price, giving an other items total of $536.00. https://squaretally.com/tutorials/media/t5-05-other-items.mp4 24 2026-10-09 yes no https://squaretally.com/tutorials/media/t5-06-material-order-review.jpg Reviewing the material order with waste and markup The material order shows one line per wood and laying style, applies 20% and 10% waste to reach 432 and 722 sq ft, and a 35% markup raises the subtotal with other items to $11,210.50. https://squaretally.com/tutorials/media/t5-06-material-order-review.mp4 23 2026-10-09 yes no https://squaretally.com/tutorials/create-the-quote 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t6-01-estimate-preview.jpg Reviewing the estimate preview and material order in SquareTally Step 4 of a flooring project: every room shows Ready, the material order groups herringbone and straight rooms with waste and totals, and the two quote options appear. https://squaretally.com/tutorials/media/t6-01-estimate-preview.mp4 15 2026-10-09 yes no https://squaretally.com/tutorials/media/t6-02-pdf-quote.jpg Downloading material and labor PDF quotes from SquareTally The PDF quotes card is filled with a quote number, tax, dates and terms, the details are saved, and a material quote and a labor quote are downloaded. https://squaretally.com/tutorials/media/t6-02-pdf-quote.mp4 24 2026-10-09 yes no https://squaretally.com/tutorials/media/t6-03-quickbooks-customer.jpg Choosing the QuickBooks customer for a SquareTally estimate With QuickBooks connected, the customer search is opened, filtered by name, and an existing customer is picked so the drafts go on that record. https://squaretally.com/tutorials/media/t6-03-quickbooks-customer.mp4 18 2026-10-09 yes no https://squaretally.com/tutorials/media/t6-04-quickbooks-drafts.jpg Creating linked material and labor estimate drafts in QuickBooks The material estimate and then the labor estimate are created from a SquareTally project, and the result box lists both QuickBooks estimate numbers with links. https://squaretally.com/tutorials/media/t6-04-quickbooks-drafts.mp4 13 2026-10-09 yes no https://squaretally.com/tutorials/media/t6-05-connect-quickbooks.jpg Connecting QuickBooks Online from SquareTally Settings Settings & team is opened from the projects list and the page scrolls to the QuickBooks connection card with its Connect QuickBooks button. https://squaretally.com/tutorials/media/t6-05-connect-quickbooks.mp4 8 2026-10-09 yes no https://squaretally.com/tutorials/measure-a-floor-plan 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t4-01-upload-the-plan.jpg Uploading a plan set PDF to a SquareTally job A one-page floor plan PDF is uploaded in the Floor plans step, its page card shows Not measured, and Measure this page opens the Measure screen. https://squaretally.com/tutorials/media/t4-01-upload-the-plan.mp4 13 2026-10-09 yes no https://squaretally.com/tutorials/media/t4-02-calibrate-the-scale.jpg Setting the scale of a PDF floor plan from a printed dimension Both ends of the printed 22'-6" dimension line are clicked, the length is typed as 22'-6", and the page is set to scale at 22.5 ft. https://squaretally.com/tutorials/media/t4-02-calibrate-the-scale.mp4 18 2026-10-09 yes no https://squaretally.com/tutorials/media/t4-03-trace-a-room.jpg Tracing a room on a floor plan and reading its area The Living room is traced by clicking its four corners, closed with a double-click, named Living room, and measured at 360.1 sq ft. https://squaretally.com/tutorials/media/t4-03-trace-a-room.mp4 18 2026-10-09 yes no https://squaretally.com/tutorials/media/t4-04-style-and-direction.jpg Setting a room's laying style and plank direction on a plan The Living room is set to Herringbone running vertical, then the Kitchen and Nook are traced, bringing the page to three rooms and 704.1 sq ft. https://squaretally.com/tutorials/media/t4-04-style-and-direction.mp4 23 2026-10-09 yes no https://squaretally.com/tutorials/media/t4-05-finish-and-client-sheet.jpg Downloading the client sheet and finishing a measured plan A client sheet PDF with the traced rooms and patterns is downloaded, Finish measuring returns to the job, and the Rooms table lists the traced rooms with Plan p.1 as their source. https://squaretally.com/tutorials/media/t4-05-finish-and-client-sheet.mp4 16 2026-10-09 yes no https://squaretally.com/tutorials/team-and-workspace 2026-10-09 monthly 0.6 https://squaretally.com/tutorials/media/t7-01-workspace-name.jpg Renaming a SquareTally workspace to the shop name The owner opens Settings & team, reads the seat count on the Team card, renames the workspace to Birchwood Floor Co. and the sidebar label updates. https://squaretally.com/tutorials/media/t7-01-workspace-name.mp4 15 2026-10-09 yes no https://squaretally.com/tutorials/media/t7-02-invite-a-teammate.jpg Inviting a teammate to a SquareTally workspace by email The owner types a teammate's email, keeps the Member role and sends the invitation; a pending invitation appears and reserves one of the five seats. https://squaretally.com/tutorials/media/t7-02-invite-a-teammate.mp4 14 2026-10-09 yes no https://squaretally.com/tutorials/media/t7-03-accept-the-invitation.jpg Accepting a SquareTally workspace invitation The invited teammate opens the email link, sees the Join Birchwood Floor Co. screen, accepts and lands on the shop's two projects. https://squaretally.com/tutorials/media/t7-03-accept-the-invitation.mp4 12 2026-10-09 yes no https://squaretally.com/tutorials/media/t7-04-roles-and-removal.jpg Changing a teammate's role and removing access in SquareTally The owner promotes a member to Admin, removes another admin after an inline confirmation, and the seat count drops from 3 to 2 of 5. https://squaretally.com/tutorials/media/t7-04-roles-and-removal.mp4 17 2026-10-09 yes no https://squaretally.com/tutorials/media/t7-05-switch-workspace.jpg Switching between workspaces in the SquareTally sidebar A teammate in two workspaces picks her own workspace from the sidebar select, sees its empty project list, then switches back to Birchwood Floor Co. https://squaretally.com/tutorials/media/t7-05-switch-workspace.mp4 7 2026-10-09 yes no