All sections

Getting started

  1. How DefAct is put together
  2. Quick start for a service company
  3. Installing the app and signing in

Technician

  1. The app — main screen and tabs
  2. Jobs from the manager
  3. How to fill in a document
  4. Defect report
  5. Estimate and prices
  6. Equipment inspection act
  7. Work order and completion act
  8. Photos and signatures
  9. PDF and sending to the customer
  10. Document history
  11. Sync and working offline
  12. Directories — customers, equipment, work and parts
  13. Settings, tutorial and support

Manager and dispatcher

  1. The service company cabinet
  2. Requests from customers
  3. Dispatch — jobs for mechanics
  4. Internal review and work control
  5. Customers and customer access
  6. Team, roles and devices
  7. Company and details
  8. Subscription and payment
  9. Directories in Excel — company data
  10. 1C integration
  11. Profile, password and deleting an account

Customer

  1. The customer portal — signing in and getting started
  2. Approving the contractor's documents
  3. Repair requests to contractors
  4. Equipment analytics
  5. Employees, contractors and the customer's details

Solo technician

  1. Solo technician — working alone

Questions and problems

  1. Common questions

Equipment inspection act

The condition of the equipment by inspection stages — with photos and a conclusion for each stage and an overall conclusion at the end. Suits intake, return from rental and scheduled inspections.

Sections

  1. Customer — from the directory.
  2. Basis for inspection — why the inspection happens: intake for repair, return from rental, scheduled inspection, a request.
  3. Inspection location — the site, the base, an address.
  4. Equipment — a unit of the customer's equipment from the directory: make, model, numbers, hours.
  5. Inspection stages — the core of the act, see below.
  6. Overall conclusion — whether the equipment is sound and what next: "The equipment is sound and fit for work. Next service in 250 engine hours".
  7. Signatures — who signs the act on both sides.

Inspection stages

The inspection is split into stages — by unit or by walking order: "Engine", "Running gear", "Hydraulics", "Cab". Press Add stage and fill in:

  • the stage name;
  • photos of the stage;
  • a comment — what is visible;
  • the stage conclusion — in order, needs attention, needs repair.
Inspection stages — one per unit or area
Inspection stages — one per unit or area

Stages are numbered in order and go into the act together with the photos.

If the inspection finds faults, make a defect report for them — with the Create based on: Defect report button on the act check screen, the customer and the equipment carry over — it will hold the defects, severity and an estimate for the customer to approve.

A blank and a sample of the inspection act are on the site: equipment inspection act.