Defects and quotes

A defect is a fault found on an asset: a pressure too low, a door that no longer closes. It follows its own life until it is repaired — and it is often what triggers a quote.

The path, from the fault to the repair

Defects

Where they come from:

• automatically, when a checkpoint fails and the template says that "a failure creates a defect"; it is born Open, with a Minor severity — a person qualifies it;
• from the field, when the technician reports it from their app, with a photo;
• by hand, from Field › Defects › Report a defect.

What you do with it, from its record:

"Qualify" corrects the severity (Minor, Major, Critical) as long as the defect is not closed: it drives the priority of the repair. Your customer sees their defects, and where they stand, in "My issues".

Quotes

A quote is prepared in Field › Quotes, or straight from a defect.

1. Draft: the customer, possibly a site, the validity date (thirty days by default), and the lines — label, quantity, unit price before tax, VAT treatment and rate. The totals before tax, VAT and after tax are calculated by themselves; VAT is rounded per rate, as on an invoice.
2. "Send": the quote becomes immutable and a PDF is emailed to the customer. It appears in "My quotes" on their portal.
3. The decision: the customer accepts or rejects from their portal — or you record their decision ("Accept", "Reject"), with an optional reason. Accepting a quote approves the defects it covers, and managers are notified.
4. Expired: a sent quote left unanswered after its validity date expires by itself.

Changing a sent quote? Not possible, and on purpose: the customer has a PDF whose amounts must stay true. "Revise" creates a new quote, with its own number, that takes over the lines; the old one stays on file.