Steps to View and Manage Client Assets in Qualer

  • Hover over Service in the navigation bar.
  • Click on Managed Assets.


Search for Specific Assets

  • Click inside the "search assets..." search bar located above the Toolbox on the right side of the screen.
  • Type the asset’s serial number, asset tag number, or scan the asset’s barcode to search.
  • Press Enter to initiate the search.

Use Group Filters

  • Use the filters at the top of the page to refine the asset table.
  • Filters can be used to find assets based on groupings from asset registration or profile editing.
  • Select a filter and scroll through the dropdown options or start typing to narrow down the filter choices.
  • Filters can be combined for a more refined search.
Filters Defined by Qualer:
  • Manufacturer
  • Product Type
  • Service Site
  • Account Representative
  • Client Country
Filters Defined by Your Company:

  • Client Class

  • Client Category

  • Client Invoicing

  • Client Standing

  • Area

  • To remove a single filter, click the "x" next to the filter.

  • To reset all filters, click "reset filters".


Asset Status Folders

  • Use the folders on the left side of the screen to refine the asset table based on asset status.
  • Click a folder to view assets under that status.
  • Select assets by clicking the adjacent checkbox or use the checkbox at the top to select all assets on the page.
  • Once assets are selected, use the links on the right side of the screen to:
    • Create a new work order.
    • Export assets to a report.
    • Send emails to clients about selected assets.

Sorting and Filtering Past Due Assets

  • To filter past due assets, go to Service > Managed Assets.
  • Click on "Within X days" to adjust the date filter in the pop-up window.
  • Qualer will display how many assets are past due within the selected date range.
  • Sort assets by clicking on the Last Service Date or Service Due Date column headers.


Sending Client Emails

  • Use this feature to send emails about selected assets, like recall notices for assets due for service.
  • The email drop-down list includes:
    • Client Communication - Asset Service Due (default for "Due for Service" filter).
    • Client Communication - Asset Service Overdue (default for "Past Due" filter).
    • Client Communication - Asset Warranty Notice (default for "Warranty Expiration" filter).
    • Client Communication - Asset Service Follow-Up (default for all other filters).
  • These templates should be set up in the Direct Communications tab in Notification Settings.
  • The template preview will show the selected assets from the Client Asset Manager.
  • Click Send to email each client with their relevant asset information.


Viewing Assigned Maintenance Plans

  • Navigate to Assets > Manage Clients, then select the desired client.
  • View the assigned asset maintenance plan in the client’s asset grid.