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.
July EQ Updates
In this update you’ll find Proposal/Contract Favorites, PO updates, Quickbook export updates and other fixes and features.
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...
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...
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.
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.
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.
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
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.
Second September Updates
Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.
EQ Updates Sept 2022
EQ has been updated with 2 new line item contracts and Specbooks import.
Fuel Surcharge Name Now Editable
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.
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.
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.
