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.
New August updates include Sidekick Search improvements/fixes, three new Proposals/Contracts,
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.
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.
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.
Did you know you can create your own catalogs for “Allowances” in EQ? You can, for just about anything. Follow these instructions.
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.
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.
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.
A large update was released in March, including new features like Color Proposals / Contracts, Automated SPA Numbers, Tasks Fixes and much more.
The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.
There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.
EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.
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.
The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.
Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.
EQ has been updated with 2 new line item contracts and Specbooks import.
You can now edit the name of the “Fuel Surcharge” to be whatever you want. You edit the name of it in the Location settings.
2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.
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.
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.
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.
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.
If you notice your login form has weird shading and it’s hard to see the text, or your text has turned white on a white background so you can’t see it, you need to turn off your “Dark Mode” theme.