July EQ Updates

July EQ Updates

In this update you’ll find Proposal/Contract Favorites, PO updates, Quickbook export updates and other fixes and features.

July EQ Updates

March EQ Updates

March EQ Feature Updates! The following feature updates are now live in EQ. 1) Copy Selections to Other Item Groups on Selections Tab If you’ve ever had multiple items groups with cabinets from the same catalog in them, you’ll remember that you have to...
July EQ Updates

February Update – Performance Improvements PLUS

Second February EQ Updates! MASSIVE PERFORMANCE UPDATE! EQ has been updated with MASSIVE performance updates in the 2 most needed parts of EQ. 1) Deleting Items – Deleting items is SIGNIFICANTLY FASTER now. You can delete 1 item, many selected items, an item...
July EQ Updates

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...
July EQ Updates

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...
July EQ Updates

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.

4M Training FREE to EQ Users!

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

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.

July EQ Updates

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.

July EQ Updates

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.

July EQ Updates

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.

All About EQ Reports

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.

January 2023 EQ Updates

January 2023 EQ Updates

EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.

Catalog Switcher

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.

July EQ Updates

December 2022 EQ Updates

The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.

July EQ Updates

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

July EQ Updates

EQ Updates May 2022

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.

July EQ Updates

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.