DefAct
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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 analytics

How many repairs there were, which defects occur most often and how many parts went out — across all equipment or one unit, for any period.

Filter

At the top of the Analytics section — the period (from and to) and the equipment: all of it or one unit. Press Show.

Analytics: filter, totals, documents by month and type, defects by category
Analytics: filter, totals, documents by month and type, defects by category

What it shows

  • Totals — how many documents, how many await a decision, how many units of equipment and defects.
  • Documents by month — how the number of repairs changed.
  • Documents by type — reports, inspection acts, work orders, completion acts.
  • Defects by category — where things break most: hydraulics, running gear, electrics and so on.
  • Parts consumption — parts from estimates, tied to the contractor's catalogue.
  • Repair history by equipment — choose a unit in the filter and all its documents appear here in order; a row opens the document.

Exporting

The Download CSV button exports the data for the chosen period — the file opens in Excel.