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

Photos and signatures

Photos go on the equipment, a defect or an inspection stage, annotated with arrows and boxes. Signatures are drawn with a finger on the phone screen or with a mouse on the computer.

Adding a photo

Photos are added where they are needed: "Condition before defect detection", the defect card, an inspection stage, the Photos section of a work order. Press Add photo:

  • Take a photo — with the phone camera;
  • Choose from gallery — ones already taken;
  • Choose files — on a computer.
Adding a photo: on a computer it is Choose files
Adding a photo: on a computer it is Choose files

Tap a photo to open it, replace it or delete it.

Annotation

Show the customer where to look: open the photo → annotation.

  • Arrow and Rectangle — drawn with a finger or a mouse;
  • Colour — red, yellow, green, blue, black or white;
  • Delete — remove the selected mark, Reset — remove all annotation.
An annotated photo: change annotation, replace or delete the photo
An annotated photo: change annotation, replace or delete the photo
The annotation editor: arrow, rectangle, colour, delete, reset
The annotation editor: arrow, rectangle, colour, delete, reset

Press Save. The photo gets a "Annotated" mark, and the original is not damaged: the annotation can be changed later. The marks are visible both in the PDF and in the customer's cabinet.

Photo quality

Photos are the main source of traffic during sync. In Settings → Sync → Photo quality:

Mode Size When to choose it
Economical Up to 1600 px Mobile internet, enough for documentation
Standard Up to 2048 px Clear photos in the PDF at a modest size
Maximum No downscaling Every small defect matters; traffic is many times higher

The setting applies to new photos.

Signatures

The Signatures section at the end of the document → Add signer:

  1. Party — the company or the customer.
  2. The signer's name and position.
  3. Sign — draw the signature in the field with a finger or a mouse and press Save signature; Clear starts again.
  4. Save.
A signature in the field, drawn with a finger or a mouse
A signature in the field, drawn with a finger or a mouse

Usually two people sign: the technician and the customer's representative. A signature can be redone — open the signer and sign again.

If there are no signatures, the app warns during the check; the PDF can still be built — Continue without signatures — and the customer approves the document in their cabinet.