Service

No matter what business you're in, it undoubtedly has customers - the Service tab is the hub for managing those relationships.

Work Order Manager
Managing Work Orders Work orders in Qualer enable your company's service team to manage services for both internal equipment and client equipment. T...
Tue, 12 Nov, 2024 at 11:39 AM
Creating an Asset-less Order
Creating an Asset-less Service Order Navigate to Service Request: From the main Dashboard page, click on "Make Service Request" in the Tool...
Tue, 12 Nov, 2024 at 11:48 AM
Service Agreements
There are two types of agreements: vendor agreements and client agreements. All Qualer users will find vendor agreements. Only service providers, or u...
Tue, 12 Nov, 2024 at 12:29 PM
Creating Surveys
To access a list of surveys (or start one from scratch), add /surveys to the end of the company url like atommare.qualer.com/surveys. Click on a survey ...
Tue, 12 Nov, 2024 at 12:31 PM
Service Requests and Work Orders
Overview Work orders are requested and fulfilled in Qualer using two distinguishing categories.  Service Requests (found under the ASSETS tab in the ...
Tue, 7 May, 2024 at 1:11 PM
Setting Up TAR (Test Accuracy Ratio)
Enabling and Configuring Test Accuracy Ratio (TAR) for a Service Capability Navigate to the Parameter: Go to a measurement parameter that has been conf...
Tue, 12 Nov, 2024 at 2:10 PM
Coordinating Rentals
Managing Rentals with Qualer This process outlines how to track and manage rentals using Qualer’s Transfer of Assets to Clients feature. Ensure preliminary...
Fri, 15 Nov, 2024 at 11:18 AM
Work Items
Work Items The Work Items page allows vendors to view individual items from multiple orders in one table, providing greater visibility and efficiency. ...
Fri, 15 Nov, 2024 at 11:09 AM
Invoices & Collections
Managing Invoices This module allows you to efficiently manage your invoices. Follow these steps to navigate and use its features: Workflow Overview ...
Fri, 15 Nov, 2024 at 10:41 AM
Selecting a Master Agreement at the Order Level
Users can now select a Master Agreement at the order level, just like selecting a Master Template. Follow these steps to understand and use this feature: ...
Fri, 15 Nov, 2024 at 10:34 AM