May New Version Updates
This new update includes Proposal/Contract/Pick Ticket changes, email template changes, and other various improvements.
Setting Up Email Parameters for EQ
These instructions are how to setup your DNS settings to approve emails sent on your behalf from EQ to your customers or suppliers, so they do not get marked as spam.
Feb EQ Updates
February EQ Feature Updates! The following feature updates are now live in EQ. 1) Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn’t Change Major Feature! Now you can have your price LOCKED (either manually or via workflow step) so that the...
You Can Now Lock the Contract Price in EQ!
Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn’t Change MAJOR FEATURE! Now you can have your price LOCKED (either manually or via workflow step) so that the “Contract Price” won’t change, even if you make changes to the...
2nd Set of Aug Updates
The 2nd set of August EQ updates include revamped PO Reference Numbers, with additional suffix, an editable “taxable” flag on catalog items, and a text change on email footers.
Aug 2023 EQ Feature Update
New August updates include Sidekick Search improvements/fixes, three new Proposals/Contracts,
4M Training FREE to EQ Users!
4M Sales Training is now available as an online webinar course, AND it’s FREE to EQ Users! Click the link to get access to this most valuable training in the industry.
My Browser Stopped Filling in my Password and I Forgot it
If your browser fills in your password for EQ for you, and suddenly stops for whatever reason, here’s how you can find out what your saved passwords are.
How to Clear Your Cache
Sometimes your browser session gets “choked up”, so to speak and things don’t work right. When this happens and doesn’t clear itself up, you may need to clear your cache. Here’s how to do that.
Allowance Catalogs – How to Create and Use Them
Did you know you can create your own catalogs for “Allowances” in EQ? You can, for just about anything. Follow these instructions.
May 2023 EQ Feature Updates
New features and fixes in the May release include new columns that show “Rejected Quote Reasons/Comments”, “Supplier & Installer Types” and other miscellaneous features and fixes.
How to Apply Manufacturer Promotions in Catalogs
Most manufacturer promotions can be built into the EQ catalog. Follow these steps to use the promotions to take advantage of price discounts when quoting/selling.
April New Features / Fixes
These are the new features and fixes for April. They include fixes to UDC Catalog editor, installation on line items, proposals and contracts, and more.
March New Features / Fixes
A large update was released in March, including new features like Color Proposals / Contracts, Automated SPA Numbers, Tasks Fixes and much more.
February New Features / Fixes
The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.
All About EQ Reports
There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.
Catalog Switcher
This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.
December 2022 EQ Updates
The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.
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.
EQ Adds Backorder Functionality to Purchase Orders
We’ve added the ability to track backordered items to EQ Purchase Orders. If an item gets backordered you can now mark it “Backordered” and it will show as such on Pick Tickets.
MORE EQ Updates March 2022
The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.
EQ Updates March 2022
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
Solution to EQ Emails Not Going Through
If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.
New Feature: QuickBooks Sales Order and Purchase Order Exports
You can now export Sales Orders and Purchase Orders to QuickBooks (you can import them as Sales Orders or Estimates in QB). This is handled via a 3rd party application.
New Contract: Contract By Item Group WITHOUT Grand Total
When you want to show subtotals by Room or Item Group and NOT show a Grand Total (for example, if you’re showing Options and don’t want them included in a total), this report is to accomplish that.
