Follow-Up Items with Eric

Material Quantities for Service Reports:

• Question: How can Goldfinch determine the total number of posts and feet of fence for each house?

• Context: These metrics are necessary for populating fields on the work orders and generating service reports.

• Proposed Solution: Discuss with Eric if fields can be added to the opportunity and carried through to sales orders and work orders. Proposed fields are "number of posts" and "feet of fence".

Exploding BOMs for Non-Opportunity Sales Orders:

• Question: Does exploding BOMs need to work differently for sales orders that are not tied to opportunities (e.g., retail orders)?

• Context: The current configuration for Fencescape involves customizing the explode BOM function to handle parent-child scenarios. This might impact the standard process for standalone sales orders.

Parent-Child Sales Orders for Single Homes:

• Question: Will there always be a parent-child relationship for every opportunity, including single-home projects?

Additional Fields for Service Reports:

• Question: Are there other fields beyond "number of posts" and "feet of fence" that need to be tracked on work orders for service reports?