Watch this training video on how to set up your pricing profiles for your catalogs.
New features added to EQ. Cubes on Purchase Orders, Ability to Calculate Cubes for Multiple PO’s, 5 New Calendars to Utilize in Scheduling, and misc fixes.
New Login Page and 2020 Import Fixes
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.
Now documents stored on the Job are also shown on the Quotes and Orders for that Job. So you can see both Quote Docs and Job Docs.
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
If you’re using Chrome and are having issues creating tasks, follow these instructions.
Use these steps if you need to stop Google Chrome from Auto-Updating
New Features Added Aug 2019. See the list here.
EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.
A new proposal is now in EQ. It’s the Room/Item Group Proposal but the group totals INCLUDE tax at the bottom of the proposal.
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.
If you need a previous version of Google Chrome, here are some links to download version 70 for Windows or Mac.
If your Dashboard does not look right (should be 3D color) or if you have to continually “Accept” Flash for it to look right, follow these directions to fix permanently.
You can now view attachments in EQ on your iPad (attachments like images, PDFs, or Word docs stored in your Job or Order).
Previously attachments would not open on iPad.