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

The app — main screen and tabs

The DefAct app on a phone and on a computer is laid out the same way — five tabs, and every document starts from one button.

Tabs

Tab What is in it
History All documents — search, filters, reopening PDFs
Directories Customers, equipment, work types, parts and materials
Home The Create document button, recent documents and a short summary
Company Details, rates, jobs from the manager and requests from customers
Settings Sync, tutorial, theme, backup, Excel, support

On a phone the tabs sit at the bottom, Home in the middle; in a wide computer window they are on the left. Above the screen is a connection line, for example "Online — synced at 08:57".

Main screen

Main screen: create a document, recent documents and a summary
Main screen: create a document, recent documents and a summary
  • Create document — every act starts from this button.
  • Summary — how many drafts you have, how many documents are ready and how many were made today.
  • Recent — the latest documents; "All history" opens the History tab.
  • Awaiting sync: N — this many documents have not gone to the server yet. That is normal without a connection: the app sends them by itself once the network is back.

Working offline

The whole document — sections, photos, signatures and the PDF — is made without internet. Everything is saved on the device immediately, there is no Save button to look for. Once there is a network, the documents go to the server and become visible in the manager's and the customer's cabinets. More in Sync and working offline.

Tutorial

On first launch the app offers a tutorial: in 3–4 minutes it goes from an empty screen to a finished PDF on a training defect report. You press the highlighted control yourself, and in fields you can press "Insert example". The training act never goes to the server or the customer and is deleted at the end. To take the tutorial again — Settings → Take the tutorial again.