Adding the Unit of Measure to the quote
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.
Nicholas Critzos
shared this idea
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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.