Equilibrium

 Equilibrium Help Blog

This informational blog is here to help Equilibrium users become acquainted with many of the software features.  If you don’t find what you’re looking for, contact our support team for guidance at support@breakfront.com or call us at 704-688-4080.
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.

Fuel Surcharge Name Now Editable

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

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

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.

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.

Why is My Text White and I Can’t See it?

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.

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.

December 2021 Fixes

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

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.

Supplier Account Numbers Fix

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

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 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

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

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

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

Flash Error on Dashboard

If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.

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 –...

Using DocuSign in EQ

Using DocuSign in EQ

Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.

Setting Up Cost Factors

Setting Up Cost Factors

Watch this training video which shows you how to setup your cost factors for your catalogs.

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...

New EQ Support Chat

New EQ Support Chat

New Equilibrium Support Chat! If you need any help with EQ, previously you would email or call our support line. We now have live chat where you can ask us anything just by typing in the chat window. The chat window is on our help / support webpage at...

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...