EQ Help Center
New Features!
These are new updates to EQ that introduce new functionality. These are the ones people love!
Bug Fixes!
These are bug fixes where an update has been released and the bugs described have been fixed.Â
Frequently Asked Questions
These are help topics that a lot of people may not know how to do in Equilibrium. Typically they are “tips & tricks” on ways to accomplish important things that are frequently overlooked or missed.Â
Help Documents & Topics
Find Equilibrium Updates, Help Files, Tips & Tricks and Answers to a Lot of Questions.
If you need training on Equilibrium, visit our Training Center ==>
February New Features / Fixes
The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.
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
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.
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.
Why is My Text White and I Can’t See it?
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.
Solution to EQ Emails Not Going Through
If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.
New Feature: QuickBooks Sales Order and Purchase Order Exports
You can now export Sales Orders and Purchase Orders to QuickBooks (you can import them as Sales Orders or Estimates in QB). This is handled via a 3rd party application.
New Contract: Contract By Item Group WITHOUT Grand Total
When you want to show subtotals by Room or Item Group and NOT show a Grand Total (for example, if you’re showing Options and don’t want them included in a total), this report is to accomplish that.
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
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.
December 2021 Fixes
This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.
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.
Proposal – Contract Updates
A new Contract has been added, as well as updates to the other Proposals & Contracts
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.
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.
Apply Selections Speed Fixed
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
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.
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.
2020 Fix if .CSV Export is Jumbled Up
If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.
Flash Error on Dashboard
If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.
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