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

Profile, password and deleting an account

Your name, position and phone as they appear in documents, changing the password, and deleting the account.

Profile

Open the profile — press your name at the bottom of the menu. The name, position and phone from the profile appear in documents, in the approval history and in employee lists — in all your companies and in the customer portal.

Profile: name, position and phone
Profile: name, position and phone

After saving, the name, position and phone go into your record in the Employees directory — the app fills them into new documents. An empty field does not erase the record.

The email is the sign-in login; it cannot be changed in the profile.

Changing the password

The Security section → Change password: a new password of at least 8 characters twice → Save password.

Forgot the password — on the sign-in page press Forgot password? and enter the email: a letter arrives with a link for a new password. A company admin can also reset an employee's password — in the Team section.

Deleting the account

The Security section → Delete the account…. Before confirming, DefAct shows what this affects:

  • companies where you are the only member are deleted together with the account — with documents, signatures and directories;
  • from other companies you simply leave — their documents stay with the company.

Access closes immediately — both on the site and in the app. The data on the server is destroyed after 7 days; until then the deletion can be cancelled by the link in the email. Need to export documents before deleting — write to info@defact.pro.