Second September Updates

Second September Updates

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

Second September 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.

Second September 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.

Second September Updates

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.

Second September Updates

EQ Updates March 2022

March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.

Performance Fixes Feb 2022

Performance Fixes Feb 2022

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.

Second September Updates

EQ Updates Jan 2022

See the new features and fixes for Jan 2022, which include a new Contract, QuickBooks Sales

Performance Fixes Feb 2022

December 2021 Fixes

This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.

Second September Updates

Nov 2021 EQ Updates

The Nov 2021 EQ update includes improvements like Sidekick search, 2020 import improvements, new PO export for manufacturers and other misc improvements.

Performance Fixes Feb 2022

Supplier Account Numbers Fix

We’ve fixed a bug in Supplier Account Numbers where it was NOT limiting the Suppliers or Catalogs to only the Locations that have a valid account number. If you’re no longer seeing a Supplier or Catalog you were previously, follow these instructions.

Second September Updates

Sept 2021 Updates

New updates in Sep 2021 include Created Date and Acct Manager columns on Opps/Job List, Fixes to Switch Catalogs, Added history events and more.

Performance Fixes Feb 2022

Apply Selections Speed Fixed

Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.

Performance Fixes Feb 2022

Calendar Job Panel Improvements

The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.

Second September Updates

New Features & Fixes

This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.

Second September Updates

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.