DefAct
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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

Common questions

No email arrived, the document is not visible in the cabinet, the customer did not get the report, the phone changed — what to check and what to do.

The email with the password or invitation did not arrive

Check the Spam folder and that the email is correct. If it still has not arrived, press Forgot password? on the sign-in page — a link arrives to set a password. Ask for the company or customer-portal invitation to be sent again — invitations expire.

"This company already works in DefAct"

Someone has already created a company with this tax number — most likely a colleague. A second copy cannot be created; send a request to join and the company admin confirms it. If you do not know who created the company, write to info@defact.pro.

The document is not visible in the cabinet

  1. The document is still on the phone: on the app main screen — Awaiting sync. A connection is needed — press Settings → Sync → Sync now.
  2. The app is in the wrong company: Settings → Sync shows which company is syncing.
  3. The subscription ended: without it documents stay on the device and do not go to the server — the Subscription section in the cabinet.

The customer cannot see the document

  • Was the document sent for approval? In the app the status must be Awaiting approval, not PDF built.
  • Is internal review enabled? Then the document waits for a controller — the Review section in the cabinet.
  • Does the customer's responsible person have an email and have they accepted the invitation? See the Access column on the customer card — Customers and customer access.
  • A customer technician sees only documents sent to them personally; a customer admin sees all documents.

A new phone

Install the app and sign in to the same account — after sync the documents, directories and details come back from the server. The previous phone of this employee disconnects by itself. Without a subscription the data is stored only on the device — move it with a backup or local sync.

No connection on site

Work as usual: the document, photos, signatures and the PDF are made without internet. Documents go to the server once the network is back. If there is no internet for days — exchange between devices directly: Sync and working offline.

The PDF has a free-mode mark

That is what documents look like without a subscription: a company unpaid after the trial and grace periods, or working without a company. Pay the subscription in the cabinet — Subscription and payment — and build the PDF again.

More employees than seats on the plan

Work does not stop. The difference is paid on renewal — under the plan that fits the grown team.

Need a blank without the app

Empty blanks and filled samples of all documents — DOCX, XLSX and PDF — are free on the Templates page. The repair cost can be calculated in the calculator.

How to get in touch

Email info@defact.pro, the Contacts page. From the app — Settings → Support → Report a problem: technical details are attached to the message and it is faster to sort out.