FAQs from Service Providers

How do I Invoice and Apply Payments to Complete Orders?
After service has been completed you can send an invoice to your customer and apply payments to the order directly through your Qualer portal.  Once ...
Thu, 30 Jul, 2020 at 2:04 PM
What access does a customer have through their sponsored portal?
Each new client added by your company creates a unique sponsored-portal.  All employees added to this new company will, by default, be assigned a "S...
Thu, 30 Jul, 2020 at 2:09 PM
Why can't I generate a report or certificate?
If you are unable to generate a certificate or a report while working in an order, it may be that you have not yet enabled the report options for that parti...
Thu, 30 Jul, 2020 at 2:13 PM
Register a New Asset to a Client
How to Add a New Asset to a Client You can register a client asset through the ‘TOOLBOX’ found in the ‘Manage Clients’ module. First, navigate to ...
Thu, 30 Jul, 2020 at 2:27 PM
Assign Specifications in Bulk
As a service provider who has clients, you may need the ability to assign a specification to multiple clients' assets at once so the test points are de...
Mon, 11 May, 2020 at 6:39 AM