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.
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.
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.
Customizing Lists
Watch this video to learn how to customize your lists of items in EQ and make them specific for your company.
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.
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”.
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.
Apply Selections Speed Fixed
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
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.
NEW Pick Ticket Changes – Suppress Items From Pick Ticket
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
Save Customized List Views
Learn how to create and save your own customized views in EQ lists.
Exporting Designs from 2020 V10 or Later
These are instructions on how to export your design from 2020 V10 or later so that it can be imported into EQ.
