Managing Work Orders
Work orders in Qualer enable your company's service team to manage services for both internal equipment and client equipment. These can be accessed on the WORK ORDERS page under the SERVICE tab in the top navigation bar.
Searching for an Order
- Use the search bar in the upper right corner.
- Search by:
- Company name
- Serial number or tag number of the asset
- Work order number
Filtering Orders by Status
- Use the ALERTS tab on the left side to filter by order completion status.
- Click on "Within XX days" or "Between XX/XX/20XX to XX/XX/20XX" to adjust time-based parameters.
- Select Apply to confirm filter changes.
Filtering Orders by Order Information
- Use the dropdown menus at the top of the page for specific order details.
- Combine multiple filter options for more precise results.
Exporting Order Information
- Click Export to Excel in the TOOLBOX on the right side.
- An Excel report with the filtered list of orders will download automatically.