Add unit of measure to Estimate Details in the Estimate Layout
Unable to show both quantity and unit of measure on an estimate layout for the estimate details page. Also, no control over what quantity is showing... measurement or order quantity. Example, I estimate 20SQ in asphalt shingles and include a formula in the order calculation translating SQ to bundles. Bundles are what are showing as quantity in the Estimate Layout/Estimate Details pages.So, in summary, can only show a quantity and the quantity is not translatable to the homeowner who may be comparing multiple bids and looking to see if quantities are similar across contractors.
Robert Collins
shared this idea
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Brenna Shepherd commented
We also greatly need this. It would just be a standard when dealing with contractors that you would be able to show the unit of measure. It has already caused confusion with vendors.
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Bill Thomas commented
I totally agree. In terms of the New Sales Experience where JN and SQ now meet, the Unit of Measure is needed just to properly select which Product and Service to use. You have a quantity staring you in the face but you don't know what quantity is, Boxes, Packs, Squares?
We do extremely detailed templates/quotes because it easier to convert them to material lists, work orders, and invoices. This saves a great deal of time not having to back track and recreate things from the ground up for every conversion. But in order to continue this in the new integrated product, we need that Unit of Measure field.
If we don't get it, then I'm going to have to revisit every product and service and include the Unit of Measure in the description. One step forward, two steps back.
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Nicholas Critzos
commented
The estimate shows the QTY but there is no unit of measure. The quantities are all different including SQ, LF, SF, Count, etc. The estimate just shows all the numbers with now unit of measurement.