Daniel
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Articles
Recent activity by Daniel-
Christmas 2025 - Adding and editing your company logo
You can print your company logo and information on the header of most customer facing documents from EQ, like the quotation, contract, invoices and delivery notes.This shows you how to paste your e...
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Christmas 2025 - Favourite products
Favourite products allow you to make lists to quickly and easily find and answer products onto quotes and orders. It can be useful to group frequently sold products together, easily access time-lim...
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Christmas 2025 - Quote screen filters
Filters on the quote and order screen help you work easily with large orders where you have many products. It can help when you are working with multiple headings or even multiple rooms in one.See ...
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Christmas 2025 - Customer balance statement
The customer balance statement pulls together a convenient statement sheet showing invoices, credits, payments and refunds for the selected customer or order.See how to create a statement sheet in ...
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Christmas 2025 - Text messages (SMS) templates and sending
Contact customers directly from EQ Flex by sending text messages for highly visible reminders about upcoming appointments, visits or installations. Create a standard set of templated messages and u...
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Christmas 2025 - Integrate with Virtual Worlds
See how EQ Flex integrates with Virtual Worlds to quickly price up your bathroom designs. Simply design with Virtual Worlds and when you are ready to quote and order click to import your products, ...
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Christmas 2025 - Integrate with Winner Flex
When you use CAD to offer customers plans and high quality renders, explore the integration with Winner Flex and EQ Flex. This video shows how you can design in Winner and import that design into a...
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Christmas 2025 - Support Centre 24/7
Our first of the twelve tips for Christmas is about this very Support Centre.Did you know there are more than 650 articles available covering all of EQ and EQ Flex's features. You can search with k...
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Christmas 2025 - Multi device fast and flexible access
EQ Flex version 25 offers fast and flexible access to the full business management suite across all your devices.See how you can take the power of EQ Flex anywhere. EQ Flex gives you a fast and fle...
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How to change a customer on a quote/order
When a quote or order has been saved it is linked to a customer record.You can move a quote/order to another customer by changing the customer name on your quote/order.Before you follow these steps...