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

Company and details

Details, logo and colours for document headers, document review before sending, and actions on the company itself.

Details

Company: details, logo and approval settings
Company: details, logo and approval settings

Name, tax number, phone, address, email and website go into the header of every document. The app picks them up on all devices — no need to fill them in on each phone. After editing press Save details.

Colours — primary and accent, in #2563eb format — paint the header and tables of documents in your company colours.

Next to the tax number is the register check mark: Active, Not active in the register, Tax number not found in the register, or Not checked.

The same details and logo, plus the hourly rates and the tax for estimates, are in the Company tab of the app.

Company in the app: details, tax number, logo
Company in the app: details, tax number, logo

PNG or JPEG up to 2 MB. The logo goes into the header of documents the server builds. Choose a file and press Upload logo; it can be removed in the same place.

Approval

The Check documents inside the company before sending to the customer checkbox. Off — the mechanic sends the document to the customer directly. On — the document first goes to the Review section and a controller or admin looks at it. More in Internal review and control.

Several companies

One account can belong to several companies. To add another, press Create company in the Company section and enter the tax number — the name and address are filled from the register. If a company with that tax number already exists in DefAct, instead of creating one you send a request to join: the admin of that company confirms it.

When there is more than one company, a switcher appears at the top of the menu — every cabinet section shows the selected company.

Leaving or deleting a company

  • Leave the company — for employees without admin rights. The documents stay with the company, and the working data on your devices is deleted.
  • Delete the company — the Dangerous actions block, available to an admin and the owner. Before confirming, DefAct shows how many documents, photos, customers, employees and devices will be deleted. Access closes immediately, and the data is destroyed after 7 days — until then the deletion can be cancelled with the Cancel deletion button.