Getting Started

User Guides

• Quick Set Up Guide
• Getting Started with EQ Flex
• What's my password? Is the password blank?
• Quick Start Guide
• Best Practices Guide
• EQ Flex integrations with third party software

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EQ Flex (Cloud Hosted)

• How to login to EQ Flex
• Moving from EQ to EQ Flex
• How to Print on EQ Flex
• EQ Flex on an iPad
• EQ Flex on a Chromebook
• EQ Flex on an Android tablet

Features Overview

• EQ Flex and the Customer Journey
• EQ Features: After-Sales Processes
• EQ Features: Additional Tools

Projects Screens

• Projects screens overview
• Projects Quotations
• Projects Sales Orders
• Milestone overview and setup
• Projects Opportunities
• Projects filter lists

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Toolbar & Right-click Menus

• Right-click menus
• Toolbar in System Config
• Toolbar options
• Customising the toolbar
• Right-click Quote/Order Ref
• Product right-click menu

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