Defects
A fail raises a defect. Quote the defects, let the customer accept online, and close them from the job that fixes them.
On the Unlimited plan. A free trial includes it too.
A defect is something wrong with a unit that needs fixing. Crewzy keeps each one from the day it is found until it is fixed, or closed without fixing.
How a defect is raised
- From a fail. When a tech gives a unit a Fail, a defect is raised for it straight away, with the reason as its words. Change the fail back to a pass and the defect comes off again, as long as nobody has quoted it.
- By hand. On a unit's page in the office, press Raise a defect. On the phone, open the unit on the job and press Raise a defect.
On the phone, a defect shows under the unit as Defect raised. Press Add a photo or Add a note to say more. It all works offline, and syncs when the signal is back.
Crewzy has no set words for how serious a defect is. Say it in the defect's own words.
Where it is up to
| Status | What it means |
|---|---|
| Open | Not quoted yet |
| Quoted | On a quote that is out with the customer |
| Booked | The customer accepted, and a job is booked to fix it |
| Fixed | The job that fixed it is finished |
| Closed without fixing | Closed by the office, with the reason |
Quote the defects
Go to Assets, Defects. Tick the open defects you want to quote, all for one customer, and press Quote these. The customer's defects can be at more than one of their sites.
Each defect becomes a line on a draft quote. Price each line from your price list, add anything else the work needs, then send the quote as you would any other.
Tick Let the customer choose which to fix before pressing Quote these, and each defect's line is one the customer can tick or leave off when they accept. Leave it unticked and they accept all of them or none.
When the customer accepts
When the customer accepts online (or you record their answer in the office):
- the defects they took are Booked, and the rest go back to Open;
- a job is made from the quote, with the units on it and each defect to fix.
If they decline, every defect goes back to Open.
Fixing them
On the job, the phone shows To fix under each unit, with the count at the top, such as 2 defects to fix. Press Fixed once it is done, or Not fixed, with a note on why.
When the job is finished, each defect ticked Fixed is closed as fixed. Any other goes back to Open, with a note that it was not fixed, so you can quote or book it again. A cancelled job fixes nothing.
Close without fixing
Open the defect and press Close without fixing. Say why, such as "The customer is replacing it themselves". Open again brings it back.
Where defects show
- Assets, Defects: every defect still to fix, by status, customer and site.
- A unit's page: its defects, and on its history the job that found each one.
- A job's Assets box: the defects found on it and those it is booked to fix.
- A customer's Assets tab: the defects on their units.
- Home: the Defects card, such as "14 open defects, 5 not quoted yet", once you have one.
- A site report: those still to fix, and those fixed in its period.
- The customer's portal, if you turn it on: those still to fix, never their notes. See What customers see in the portal.