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

Solo technician — working alone

If you repair on your own, without a company or employees, switch on "I work alone" — documents will be in your own name. The Master plan adds a copy on the server and a number with a QR code.

The "I work alone" mode

Install the app and sign in — Installation and sign-in. After the first sign-in, on the Connect to a company screen press Create company (or later: the Company tab → Add company) and switch on I work alone. Fill in your details: the name (your full name or "IP Ivanov I. I."), the tax number if you have one, the address, the phone, the email. These are your details, not a company: they go into the document header.

The I work alone switch — your own details instead of a company
The I work alone switch — your own details instead of a company

In the same place set the hourly rate and the tax — the estimate is calculated from them, see Estimate and prices. A logo can be uploaded too.

A company can be created later in the same place — for example, when helpers appear.

How to work

Everything as for a technician in a company: document → sections → photos and signatures → PDF. In detail — the pages of the Technician section, starting with How to fill in a document.

Send the finished PDF to the customer yourself: Share the PDF — to a messenger or email, or print it.

Free or Master

Free Master plan
All document types, photos, signatures, estimate ✓ ✓
PDF without the free-mode mark — ✓
A copy of the documents on the server and restore on a new phone — ✓
A document number from the server — ✓
The customer verifying an act by QR code — ✓

The Master plan is for one person; it does not allow working together. Prices on the Pricing page, payment in the website cabinet, Subscription section.

Need employees, a customer portal with approval and requests from customers — those are company plans: Quick start for a service company.