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

Repair requests to contractors

The equipment broke down — describe what happened and send a request to one contractor or several. Each sends a preliminary price and date; you pick one.

A new request

The Requests section → New request (or the Leave a request button on the documents page).

A new request: what is needed, where and when, whom to send it to
A new request: what is needed, where and when, whom to send it to
  1. What is needed — Repair or Mobile service visit.
  2. Briefly — for example "the loader will not start".
  3. In detail — what happened, when, what has already been tried; optional.
  4. Equipment — make, model, plate number or VIN.
  5. Photos — up to 10 shots, JPEG or PNG, up to 10 MB each.
  6. Where and when — where the equipment stands, the date you want, the contact on site and the phone.
  7. Whom to send it to — tick the contractors. Contractors do not see who else received the request.
  8. Press Send the request.

Answers from contractors

Contractors receive an email and answer with a preliminary price (from and to, with or without VAT), a date and a comment. The request list shows how many contractors answered — for example "1 of 2".

A request with a contractor's answer: price, date and the choose button
A request with a contractor's answer: price, date and the choose button

The price is preliminary — the contractor gives the exact one after the inspection, as an estimate in the defect report that you then approve.

Choosing a contractor

Open the request, compare the answers and press Choose contractor next to the one you want. The others see that the request is closed. The chosen contractor assigns the job to their mechanic; after that the request shows the work status and the date.

Changed your mind — Cancel the request at the bottom of the page.

Request statuses

Status What it means
awaiting answers The request is sent, contractors are answering
contractor chosen You picked a contractor
cancelled You cancelled the request