Customizing Lists

Customizing Lists

Watch this video to learn how to customize your lists of items in EQ and make them specific for your company.

Fuel Surcharge Name Now Editable

New Report! Service Order Totals

We’ve introduced a new report which is like the Order Totals Report, but it’s broken down by “Service Reason Code”. This way you can see the totals by Reason Code on Service Orders.

Fuel Surcharge Name Now Editable

EQ Updates Jan 2022

See the new features and fixes for Jan 2022, which include a new Contract, QuickBooks Sales

What is Seen on Management Dashboard

What is Seen on Management Dashboard

The Management Dashboard is very useful, not just for managers, but for everyone. On the Management Dashboard, people ONLY see what they’re already allowed to see. So you don’t have to worry about showing too much.

Fuel Surcharge Name Now Editable

Nov 2021 EQ Updates

The Nov 2021 EQ update includes improvements like Sidekick search, 2020 import improvements, new PO export for manufacturers and other misc improvements.

Fuel Surcharge Name Now Editable

Sept 2021 Updates

New updates in Sep 2021 include Created Date and Acct Manager columns on Opps/Job List, Fixes to Switch Catalogs, Added history events and more.

Apply Selections Speed Fixed

Apply Selections Speed Fixed

Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.

Fuel Surcharge Name Now Editable

New Features & Fixes

This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.

2020 Fix if .CSV Export is Jumbled Up

2020 Fix if .CSV Export is Jumbled Up

If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.

Fuel Surcharge Name Now Editable

Account Manager Added to EQ

We have added a field to EQ called “Account Manager”. This is to capture the overall sales or account person for the Customer and Job.

2020 Fix if .CSV Export is Jumbled Up

Importing a Design From 2020 V10 or Later

The instructions below show how to import your 2020 design (via csv export) into your EQ Quote. Here’s how to do it. To import a 2020 csv file, on your Line Items tab in the menu, choose “Actions” and “Import”. Import Wizard Step 1 –...
Using DocuSign in EQ

Using DocuSign in EQ

Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.

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August 2020 EQ Update

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.

2020 Fix if .CSV Export is Jumbled Up

Stock Inventory Method in EQ

Sometimes people ask if they can track inventory of items in EQ. While we technically don’t have an inventory module, there is one thing that some dealers do to track inventory they stock inside of EQ. If you’re just looking to have a place that tells you...