FAQs

How to Override Next Due Date For Assets On Maintenance Plans
You can edit the next due date for assets on maintenance plans directly from the service order in the Order Detail View, instead of the maintenance plan loc...
Wed, 20 Nov, 2024 at 11:16 AM
How to Unassign Primary And Secondary Tool In The Work Order
You can unassign tools from an asset in your work order to correct any accidental tool selections in the Qualer Portal. Workflow to Unassign a Tool: To ...
Wed, 20 Nov, 2024 at 11:21 AM
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?
Qualer allows you to assign certificate numbers for all orders completed with a vendor outside of the platform, as well as assign certificate numbers...
Wed, 20 Nov, 2024 at 11:44 AM
How to Enable Automatic Direct Communication Emails
This feature allows you to configure automatic email communications to be sent upon completion of a work order. These emails can include various attachments...
Wed, 20 Nov, 2024 at 12:17 PM
Assigning Employees to Maintenance Plans
Employees can be assigned to both internal and client maintenance plans in Qualer. Steps for Assigning Employees to Maintenance Plans Click on the pla...
Wed, 20 Nov, 2024 at 12:28 PM
Export to Excel in Asset Module
The Export to Excel feature in the Asset Module allows you to export detailed information for all assets in one go. Steps for Exporting Assets to Excel:...
Wed, 20 Nov, 2024 at 12:32 PM
Creating a Desktop Shortcut
This article will walk you through the steps to easily create a Desktop Shortcut for your Qualer portal. We've provided two sets of instructions below, ...
Wed, 14 Aug, 2024 at 10:02 AM
What label printers are compatible with Qualer?
When choosing a label printer for your business, compatibility is crucial. Qualer is designed to work with a wide range of label printers by supporting the ...
Fri, 3 May, 2024 at 4:01 PM