EQ Training Center

Welcome to EQ Training! There are multiple options below. You’ll see a section to download training guides, watch training videos or peruse other training topics. Help yourself and if you don’t find your answer, try the Help Center or contact us to speak to someone via chat below, phone or email.

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Download Training Guides

Equillibrium Basic Training Guide

Basic Training for EQ (Click above to view)

Equilibrium Advanced Training Guide

Advanced Training Guide (Click above to view)

Equilibrium Admin Guide

Administrator Training Guide (Click above)

The Implementation Process

Click the graphic to the right to download the “Go-Live” process to understand the steps you’ll be taking to go live on EQ.

The implementation process is driven around these areas in order:

1) Catalogs

2) Admin Setup / Training

3) Process Definition

4) User Training

Training Videos

Setup / Sys Admin Training Videos

Add Your Company’s Logo to EQ

This video shows how to add your company’s logo to EQ so it shows on proposals/contracts.

Customize Your Data Lists

This video shows how to customize your lists of things in EQ for your company.

Setup Your Cost Factors

This video shows how to setup cost factors or multipliers for your catalogs.

Setup Your Pricing Profiles

This video shows how to setup your Pricing Profiles that determine sell prices.

Creating Suppliers, Supplier Contacts & Account Numbers

This video shows how to create Suppliers to purchase products and services from.

EQ User Training Videos

Creating A Quote / Order

This video walks through all the steps to create a Quote or Order in EQ.

Adding Selections and Modifications

This video shows how you can add selections and modifications to line items in EQ.

Creating Purchase Orders

This video walks through all the steps to create Purchase Orders in EQ.

Creating Custom “Views” in EQ

This video shows how you can create your own custom view in any list in EQ.

Using DocuSign With EQ

This video shows how you can use a service like Docusign for electronic signatures.

Training Topics

New Report! Service Order Totals

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.

MORE EQ Updates March 2022

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

EQ Updates March 2022

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

EQ Updates Jan 2022

EQ Updates Jan 2022

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

What is Seen on Management Dashboard

What is Seen on Management Dashboard

The Management Dashboard is very useful, not just for managers, but for everyone. On the Management Dashboard, people ONLY see what they’re already allowed to see. So you don’t have to worry about showing too much.

Account Manager Added to EQ

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.

Importing a Design From 2020 V10 or Later

Importing a Design From 2020 V10 or Later

The instructions below show how to import your 2020 design (via csv export) into your EQ Quote. Here's how to do it. https://youtu.be/b5lIqldihHs To import a 2020 csv file, on your Line Items tab in the menu, choose "Actions" and "Import". Import Wizard Step 1 –...

Stock Inventory Method in EQ

Stock Inventory Method in EQ

Sometimes people ask if they can track inventory of items in EQ. While we technically don't have an inventory module, there is one thing that some dealers do to track inventory they stock inside of EQ. If you're just looking to have a place that tells you how many of...

Import 2020 Design as Misc Items

Import 2020 Design as Misc Items

You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.

Better Searches with the Product Finder

Better Searches with the Product Finder

You can use Equilibrium's Product Finder to quickly locate any item in a manufacturer's catalog. You can either search by the CODE, or the DESCRIPTION of the products.  NOTE: When you search in the CODE field, it's looking for an exact match on the 1st characters you...

EQ Lead Management Process

EQ Lead Management Process

If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.

Move (or Copy) Items (Or POs) to Another Sales Order

Move (or Copy) Items (Or POs) to Another Sales Order

New Feature! You can now move or copy items from one order to another, even if they've already been purchased or received! Technically you can even move a Purchase Order to another Sales Order (by moving all the items). Example 1: Let's say you've ordered some...

New Feature – Receiving into Bin Locations

New Feature – Receiving into Bin Locations

We added the ability to receive item into specific Bin Locations in Equilibrium. You can setup your bins in Setup/System Configuration. Then choose the Bin when you receive items. The Bin Location then shows on the Pick Ticket so warehouse personnel know where to get...

New Feature – Bulk Delete Selections and Modifications

New Feature – Bulk Delete Selections and Modifications

It's finally here! The feature everyone has been asking for. You can now delete multiple selections or modifications at once with Bulk Delete Selections or Mods. Select all the line items you want to delete selections or mods from, then go to Bulk Actions and choose...

New Feature – Time Tracking

New Feature – Time Tracking

You can now keep track of time spent on any activities in EQ! Setup your activities you want to track in Setup/System Configuration. Then track time on the Job or on the Order for anything you do. See if you're really effective by looking at your total time spent on...

When to Use Apply Selections (and NOT)

When to Use Apply Selections (and NOT)

Do you import from 2020? If you do, and you choose your selections in 2020 (door style, finish, etc.), then you DO NOT have to choose your selections in the selections tab of your order in EQ. It’s true that the selections in the selections tab are blank, but that’s...

Discover the Power of Right-Click

Discover the Power of Right-Click

You should try right-clicking on labels in the Business Directory, Opportunity/Job list, Quote/Order list and Line Items tab to get quick access to the action icons that relate to that item.  This is tremendously helpful if the action column is off the side of...

Using Multiple Browser Tabs in EQ

Using Multiple Browser Tabs in EQ

Do you want to do multiple things at once? Try using multiple browser tabs! If you right-click on something, you can choose “open in new tab” and open up another tab with EQ in it. Or just go under the file menu and choose “New Tab” and to to EQ there also. For...

Importing a Design Into Multiple Rooms

Importing a Design Into Multiple Rooms

Sometimes people are going through the import process twice or more so they can import the different catalogs of items from 2020 into different rooms in EQ. There’s an easier way…. Import all the catalogs at the same time, and they will appear as different item groups...

Exporting From 2020 V10 or Later

Exporting From 2020 V10 or Later

2020 V10 and Later Export In 2020 version 10 and later, go to the Presentation tab and click on Reports Select "Order Form" and click OK Check the following in the General tab of the "Order Form Options" Check the following in the Pricing tab (the Headers and...

Fix Un-Found Products on 2020 Import

Fix Un-Found Products on 2020 Import

You know how when products coming from 2020 are not recognized, they come in as Misc. Items? Then you have to fix them by re-selecting any mods or selections that were on them but were lost? Well….. In the new version of EQ you can fix them during the import, and not...

Switch Items to a New Catalog

Switch Items to a New Catalog

Instructions on Switching Items to a New Catalog When you need to switch line items to another catalog, follow these directions. IMPORTANT! BEFORE you do this, take note (or a snapshot) of what your pricing is and what your selections and modifications are in case you...

Change PDF View Settings in Firefox

Change PDF View Settings in Firefox

If you're having a problem getting reports to show up when trying to view them in Firefox, it may be due to a Firefox update that changed PDF settings. Try the following to change it back. Firefox releases updates sometimes which change the default setting for which...

Hiding the Sidekick to Get More Screen Space

Hiding the Sidekick to Get More Screen Space

To gain more space on your screen for other activities, like entering products on a quote, you can hide the Sidekick by clicking the << icon at the top of the sidebar. Click on the >> icon on the left side of your screen below the Equilibrium logo to...

Losing Opportunities and Rejecting Quotes

Losing Opportunities and Rejecting Quotes

There are 2 levels of “Losing” anything in EQ. “Losing Opportunities” and “Rejecting Quotes”. Rejecting Quotes results in capturing a “reason” why the quote is being rejected. Losing Opportunities is just a way of indicating the Opp was not won. Losing Opportunities...

Using Equilibrium’s New Catalog Creator

Using Equilibrium’s New Catalog Creator

This 7 minute video explains how to use the Catalog Creator to build your own catalogs. The Catalog Creator This new functionality comes from our August 2013 release and gives the System Administrator control over their own catalogs.  The Catalog Creator tool is...

Using the Product Finder in Quotes

Using the Product Finder in Quotes

With the product finder, you are able to manually add items. To do that, click on the binoculars to the right of the item group name to open the product finder.   You must select the catalog and can then use any of the filters at the top to search for specific...

Loading New Catalogs in Equilibrium

Loading New Catalogs in Equilibrium

If you're the System Administrator of your Equilibrium environment, then you will receive notifications via email that there is a new catalog available for you to load.  Follow the steps below to load a catalog into Equilibrium. First, make sure the proper...

Can I Adjust my Quote’s Pricing?

Can I Adjust my Quote’s Pricing?

After investing proper time in a particular lead, you know their budget, you've built credibility by recommending creative solutions and agree on what the lead wants to achieve.  Designs have all been reviewed, you've received feedback and they have selected the...

Where do Product Notes Appear?

Where do Product Notes Appear?

There may be times that you need to note the dimensions of the cut-out in an appliance cabinet. Or, perhaps you need to tell the manufacturer which side gets the extended stile.  Maybe you need to note that the sink has not yet been selected, and this selection...

Why is the “Ship To” Address Blank on the PO?

Why is the “Ship To” Address Blank on the PO?

Equilibrium gives you the ability to designate on POs where the items are to be shipped.  Purchasing and shipping isn't "One Size Fits All"... there are different circumstances.  You need flexibility from one order to the next.  You have the option to...

How do I Find an Old Order or Job?

How do I Find an Old Order or Job?

Closed (or Completed) orders and deactivated opportunities and jobs do not appear in your lists.  Anything that has not been deleted will continue to exist in your Equilibrium environment... we just figured you would want to see what projects will make you money...

Import the Customer Address on the Opportunity

Import the Customer Address on the Opportunity

If the Job address is the same as the Customer address, Equilibrium saves you time by noting this on the Job record.  Simply check the boxes accordingly.   When you check the second box, you will see a notification stating that you need to Import the...

How Do I Get My Logo to Appear on Quotes?

How Do I Get My Logo to Appear on Quotes?

Equilibrium enables you to print and email professional quotes to present to your clients.  Make these quotes look exceptional by adding your company's logo. The administrator of your Equilibrium environment will need to follow these steps to upload your company...