Just a quick heads up for those of you considering Vision. If you are currently using Windows computers my recommendation is to stick with the Classic version for now. If you are using the latest Apple computers, you may be forced to upgrade without any opportunity to wait for a more complete version.

Keep in mind that this will not be a quick upgrade like we have had in the past. There are actually fewer features in Vision as compared to Classic and you may be surprised that some of your favorite features are missing (more details in a future post). In addition, you will have to re-create your Invoice and Estimate documents all over again. Bummer if you have additional docs like a Proof Letter, Re-Order Form, and special Unit Pricing estimates.

I would recommend planning at least a week to get Vision setup to a point where you can actually use it.Even more if you have been using Report Writer extensively like me.

Don’t forget that there are also some new hardware requirements that may slow you down also. Bottom line, this upgrade will need some extra planning and extra time before you can go live.

Personally, I am going to wait for a more complete version of Vision.