Daniel
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Recent activity by Daniel-
EQ Flex and the Customer Journey
EQ Flex is an end-to-end management solution for your KBB business. EQ's features improve the customer journey and management from the very first lead capture, through to reconciling purchase invoi...
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May 2026 - Auto calculating My Catalogue products
My Catalogue provides the ability to add your own product codes for products or services. You could use those codes to adding surcharges such as delivery charges, and you can set a pricing type to ...
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How to check your SMS/text message and postcode credits balance
You can use these steps to check the available balance of your credit account.Credits are used when sending SMS text messages (1 message is 160 characters) and when entering a postcode and looking ...
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How to purchase SMS/text message and postcode credits
EQ Flex can send text messages. You can use these to send to customers for marketing, keeping in contact, advising of upcoming appointments and other reminders. You can send messages to customers, ...
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April 2026 - Power BI Dashboards
The Power BI integrated dashboards turn complex data into crystal‑clear visuals, making it easy to monitor performance, spot opportunities, and drive continuous improvement. Furher readingHow to s...
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March 2026 - Help & Support
Accessing help in EQ Flex is effortless with our Support Centre, home to more than 600 clear, jargon‑free articles and videos. Get quick links to remote desktop support and easily send a data query.
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February 2026 - Projects Opportunities
EQ Flex Sales Opportunities gives your team a clear, real‑time pipeline view - helping you track every lead, prioritise high‑value deals, and close opportunities faster with total confidence. Fur...
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📢 What's New in EQ Flex version 26?
EQ Flex version 26 is unveiled at the KBB Show 2026 (1st to 4th March). Flex platform integrationFlex platform integration brings cloud enabled features to EQ Flex and makes it easier to use Winner...
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January 2026 - Resource Planner
With Resource Planner it's easy to schedule work like installation and trades and balance workloads (with individuals or teams). All bookings are linked into the CRM view too so your information is...
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Christmas 2025 - Email via Microsoft accounts
You can email directly via EQ using many different types of email account. A popular option is a Microsoft account (either as part of Microsoft 264 office suite, free addresses like @hotmail or @ou...