Steps to Update and Add Client Information

Accessing Client Information

  • Navigate to the SERVICE tab in the top navigation bar.
  • Select Manage Clients.

Editing Client Information

  • Choose the client you want to edit.

Company Information & Primary Contact

  • Go to the Account tab.
  • Update company details and primary contact information.


Billing & Shipping Information

  • Update the main location/headquarters billing and shipping information as needed.


Managing Employees

  • Add or edit employees who will have access to the portal.
  • Qualer automatically creates an "admin" employee account when a client is created. This can be removed if needed.
  • Add additional employees who need access, and send them invitations after account creation.

Adding and Editing Sites

  • Sites can represent physical locations or other company preferences.
  • Enter unique site addresses if different from the headquarters.


Client Account Stickers

  • To add notes or tags, click the "(+)" icon in the Assets, Orders, or Account tabs.
  • Select a color and add your note. The icon will change to reflect your note.
  • To delete a note, click the note, select "Clear," and then "Save".

Assigning Account Representatives

Client-Specific Account Representative

  • Hover over SERVICE in the top navigation bar.

  • Click Manage Clients from the dropdown.

  • Find the client you want to assign a representative to and click their name.

  • In the Account tab, update the primary contact information.

  • Select the internal employee from the "Account Representative" dropdown.

  • Click Update.

  • The assigned Account Representative will be visible in the Account tab and can be searched using the Account Representatives Filter in various managers.