FAQs

How to Unassign Primary And Secondary Tool In The Work Order
Overview You can unassign tools from an asset in your work order.  This will help technicians correct any accidental tool selects that may occur during...
Mon, 21 Dec, 2020 at 3:58 PM
Can I Add Assets to Orders While I Work?
Yes, you can! To save time and improve your experience while completing service on a work order, technicians are able to search for assets on an order, ...
Wed, 23 Dec, 2020 at 4:10 PM
Can I Manage Certificate Numbers from 3rd Party Providers?
Yes, you can do it with Qualer. With this feature you are able to assign certificate numbers for all orders completed with a vendor outside of the Quale...
Wed, 23 Dec, 2020 at 6:55 PM
How to Enable Automatic Direct Communication Emails
Automatic Direct Communications This feature will allow direct communication emails to be configured to automatically send upon completion of a work order....
Fri, 8 Jan, 2021 at 11:16 AM
Assigning Employees to Maintenance Plans
Assigning Employees to Maintenance Plans Employees can be assigned to both internal maintenance plans and client maintenance plans. To navigate to an i...
Fri, 8 Jan, 2021 at 11:38 AM
Export to Excel in Asset Module
Overview Export to excel in "Asset Module" gives you the ability to export all Assets with multiple information in one go. Workflow  In o...
Thu, 14 Jan, 2021 at 12:35 PM
How To Remove/Delete Product Specification
In order to remove/delete product specification follow the steps below: You need to go to PRODUCTS>Prosuct Specifications Use Search to find Sp...
Thu, 4 Feb, 2021 at 3:26 PM
How to delete/retire asset
There are 2 places where you can delete/retire assets: 1. ASSETS>Asset Manager - if you need to delete/retire your company's assets. 2. SERVICE&...
Wed, 28 Jul, 2021 at 8:35 AM
How to add “Task Checklist” within the service capabilities
  To start with the checklist process, click on the “Service level” then click on the “Checklists & Procedures”:  Click on ser...
Wed, 4 Aug, 2021 at 11:19 AM
How to delete "Revisions" of the certificate within the WO screen
In order to understand about the revisions of the certificates within the Work Order, Please check out the below article: https://qualer.freshdesk.com/suppo...
Thu, 13 May, 2021 at 9:10 AM