Units of Measure (UoM) define how quantities are counted and tracked throughout include GO — for example, Each, Hour, Gallon, or Square Foot. Every resource in your catalog is assigned a unit of measure, which appears on estimates, purchase orders, invoices, and reports.
Where to Find Units of Measure
Navigate to Settings → Business Unit Settings → Unit of Measures tab.
Navigation path: Dashboard → Settings → Business Unit Settings → Unit of Measures
The Unit of Measures List
What you see on this screen
| # | Element | Description |
|---|---|---|
| 1 | Settings Sidebar | The left sidebar groups all Business Unit Settings. Unit of Measures is highlighted under Financial Setup. |
| 2 | Page Header | Confirms you are on Unit of Measures. |
| 3 | Add Unit | Opens the creation dialog. |
| 4 | Search Bar | Filter units by name or code. |
| 5 | Column Headers | Sort and filter by any column. |
Creating a Unit of Measure
Click + Add Unit to open the dialog.
Form Fields
| # | Field | Required | Description |
|---|---|---|---|
| 1 | Name | Yes | The full name of the unit (e.g., Each, Gallon, Pound). Max 50 characters. |
| 2 | Code | Yes | A short uppercase abbreviation (e.g., EA, GAL, LB). Max 10 characters. Auto-uppercased. |
| 3 | Notes | No | Optional context about how and when to use this unit, or conversion notes. |
Common Units to Set Up
| Name | Code | Notes |
|---|---|---|
| Each | EA |
Individual items with no sub-units |
| Hour | HR |
Labour time billing |
| Square Foot | SQFT |
Area-based materials |
| Gallon | GAL |
Liquid materials |
| Pound | LB |
Weight-based materials |
| Linear Foot | LF |
Length-based materials |
| Bag | BAG |
Bagged bulk materials (mulch, soil, etc.) |
Editing a Unit of Measure
Click the pencil icon in the Actions column. Make your changes and click Update Unit.
Note: Changing a unit's Name or Code updates it across all resources already assigned that unit.
Deleting a Unit of Measure
Click the trash icon in the Actions column. If the unit is assigned to any resources, the system will prevent deletion to protect data integrity.
Tips & Best Practices
- Set up all units your business commonly uses before building your resource catalog — resources require a unit of measure.
- Keep Codes short and intuitive — they appear in compact table views and on printed documents.
- Use Notes to document conversion factors (e.g., 1 bag = 2 cubic feet) for your team's reference.
Related Topics
- Chart of Accounts — Financial accounts that resource costs post to
- Pricing Types — Define how resources are priced by category