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

Settings, tutorial and support

Tutorial, theme and language, backup, notifications on the computer, signing out, and how to report a problem.

What is in the settings

App settings
App settings
Item What for
Sync State, mode, photo quality — Sync
Local sync Exchange with another device without internet
Document checks The internal review queue — for a controller and an admin
Tutorial Take the tutorial again
Language and theme Russian or English; light or dark theme
Backup Create a data backup or restore from one
Import / Export Excel templates, import, export and the log
Support Report a problem
About App version
Account Sign out, sign out everywhere, delete the account

Tutorial

Take the tutorial again — step by step: the first act from start to PDF, then where things are in the app. You press the highlighted control yourself; the rest of the screen is dimmed.

A tutorial step: one button highlighted, the rest of the screen dimmed
A tutorial step: one button highlighted, the rest of the screen dimmed

On the computer: request notifications

The Windows version has three more settings:

  • Request notifications — arrive while the app is running: it checks for new requests every few minutes by itself;
  • Minimise to tray on close — the cross hides the window next to the clock and checking continues; to quit, use the tray icon;
  • Start with Windows — straight into the tray, without a window.

Signing out

  • Sign out — on this device. Data on the device stays; you will need to sign in again to sync.
  • Sign out everywhere — every phone and computer on this account will ask to sign in again. Documents are not going anywhere. Useful if you lost a phone.

Report a problem

Settings → Support → Report a problem. Describe what happened or what to improve, and leave Attach technical details ticked — version, device and the latest app errors, without customer data. The message goes to info@defact.pro by email or through a messenger.