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

1C integration

1C exchanges with DefAct on a schedule by itself — through the built-in exchange with a website. Goods, services and prices come from 1C; work orders approved by the customer go to 1C.

What is transferred

  • From 1C to DefAct: goods into the Parts directory, services into Work types, with a price. For services in man-hours the price is the labour-hour rate. A repeated exchange updates the same items; items you already had in DefAct are found by article number or name. Stock balances are not transferred.
  • From DefAct to 1C: work orders approved by the customer, as a Customer order: work as services, parts as goods, the buyer with a tax number. Every order goes once; from then on 1C runs the order.
  • An item no longer in 1C stays in DefAct — delete it in the directory yourself if needed.

No software on your computer and no 1C programmer is needed: the exchange uses a standard 1C feature.

Connecting

  1. In the cabinet open the 1C integration section and press Issue a login and password.
  2. From the Connection block copy the site address for 1C, the login and the password.
  3. Set up the exchange in 1C — by the instructions below for your configuration.
1C integration: connection, what is transferred, setup instructions
1C integration: connection, what is transferred, setup instructions

"Managing our company" 3.0 (UNF)

  1. Settings → Integrations → Sales channels → integration with an online store → Create.
  2. Site type — Other, method — To a site. Address, login and password — from the Connection block. Press Check connection.
  3. Goods: export goods, your price type, all sections; balances and images are not needed.
  4. Orders: enable order exchange, find and create counterparties by tax number. Statuses — turn status exchange off.
  5. Finish and run the exchange; after that it runs on a schedule.

"Trade management", "Complex automation", ERP

  1. Master data and administration → Integration with other programs → Exchange with sites: enable it and create an exchange node.
  2. Site address, login and password — from the Connection block; goods export and order exchange as for UNF.

If it does not work

  • Item names differ a little between versions. If an item is missing, find it with the menu search by the word "site".
  • Choose exchange with a site, not "Data sync": the latter is for exchanging between two 1C databases.
  • After the first exchange 1C sends only changes. If you changed the address or password and the catalogue did not arrive, change any item or run a full export.
  • Every exchange is written to the exchange log at the bottom of the section — it shows whether 1C reached the server and when.