Service

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

Multiple Runs
The Multiple Runs feature allows you to capture and analyze measurement data across several iterations or "runs" for the same set of measurement p...
Thu, 15 Aug, 2024 at 2:41 PM
Assigning Tool Roles to Assets in Qualer
Introduction In Qualer, "tools" are defined as assets integral to calibration and maintenance processes. These tools include reference standards,...
Wed, 6 Nov, 2024 at 5:09 AM
How to Complete Work Orders (Basic Workflow)
Step 1. Log in to your sponsored Qualer platform, and review the Work Order by hovering your mouse over “Service” and selecting “Work Order”. Step ...
Thu, 5 Dec, 2024 at 1:29 PM
Add a New Client
Steps to Add a New Client in Qualer Navigate to the SERVICE tab. Select MANAGE CLIENTS. Click Add Client... in the TOOLBOX on the right side of...
Fri, 23 Aug, 2024 at 1:33 PM
Updating and Adding Client Information
Steps to Update and Add Client Information Accessing Client Information Navigate to the SERVICE tab in the top navigation bar. Select Manage Clients. ...
Fri, 23 Aug, 2024 at 1:34 PM
Adding Client Maintenance Plans
Steps to Create Client Maintenance Plans Navigate to the Client Manager and select the client you wish to edit or add Maintenance Plans for. Go to ...
Fri, 23 Aug, 2024 at 1:35 PM
Entering Asset Service History
Steps to Enter Asset Service History in Qualer Open the Asset Info pop-up by clicking on the Serial Number. Navigate to the History tab and click on Add...
Wed, 9 Oct, 2024 at 6:37 AM
Generate a Work Order for Your Customer
Steps to Generate a Work Order for Your Customer  Click on the “Service” tab and select “Manage Clients”. From the list of clients, choose the clie...
Fri, 11 Oct, 2024 at 9:09 AM
How to Generate a Recall Report or a Custom Report
Steps to Generate a Recall Report or a Custom Report Generate a Recall Report: Click on "Manage Client" under the "SERVICE" menu in...
Wed, 9 Oct, 2024 at 6:58 AM
Processing a Work Order
Steps to Process a Work Order in Qualer: Access Work Orders: Hover over Service and select Work Orders. In the work order screen, select the order nu...
Fri, 11 Oct, 2024 at 10:24 AM