Transfer Assets to Clients or Between Clients
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Modified on: Fri, 11 Oct, 2024 at 9:34 AM
Steps to Transfer an Asset to a Client in Qualer
Transfer an Asset to a Client
- In the Asset Manager, select the asset you want to transfer.
- Click Transfer to another Company to begin the transfer.
- Note: If you do not see this option, contact Qualer Support at support@qualer.com or 858-223-1560.
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Transfer an Asset Between Clients
- Navigate to the Manage Clients screen.
- Select the client you are transferring the asset from.
- Select the asset by clicking the checkbox.
- Click Transfer to another Company to initiate the transfer.
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Complete the Asset Transfer
- In the pop-up window, choose whether to transfer the service records of the asset, then click OK.
- Select the client to transfer the asset to by clicking the green Select button next to the client’s name.
- Use the search bar if needed to find the client.
- Select the client site to which the asset will be transferred.
- Assign a service provider to the asset (typically your company).
- If necessary, associate a maintenance plan to the asset.
- If no maintenance plan exists, create one during this step.
- Once the maintenance plan is associated, choose whether to delete or retire the original asset.
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