EQ Support, Author at Breakfront Software

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.

December 2020 EQ Update Summary

New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!

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.

New Line Item Contracts Showing Descriptions Only

We’ve added 2 new line item Contracts that do NOT show the Supplier or Product Code of the line items, but they only show the line item Descriptions.

NEW Pick Ticket Changes – Suppress Items From Pick Ticket

You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.

Save Customized List Views

Learn how to create and save your own customized views in EQ lists.

Exporting Designs from 2020 V10 or Later

These are instructions on how to export your design from 2020 V10 or later so that it can be imported into EQ.

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

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.

Setting Up Pricing Profiles

Watch this training video on how to set up your pricing profiles for your catalogs.

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.

January 2020 EQ Update

New Login Page and 2020 Import Fixes

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...

New EQ Support Chat

New Equilibrium Support Chat! If you need any help with EQ, previously you would email or call our support line. We now have live chat where you can ask us anything just by typing in the chat window. The chat window is on our help / support webpage at...

Adding User-Specified Cost Items

Some catalog items require you to enter the cost or list price. Here’s how you handle those items.

Import 2020 Design as Misc 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.

Job Documents Now Show on Quote/Order

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 Modify Calendar Names (All of Them)

You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.

Better Searches with the Product Finder

You can use Equilibrium’s Product Finder to quickly locate any item in a manufacturer’s catalog. You can either search by the CODE, or the DESCRIPTION of the products. NOTE: When you search in the CODE field, it’s looking for an exact match on the...