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Setting up Defect types

Create a list of possible defects that engineers can select in the mobile app when logging defects on site.

Defect types are predefined categories that help engineers consistently identify and log defects during a job. Configuring these types ensures consistent reporting and helps office staff prioritize work and generate proposals.

Defect vs Recommendation: What's the difference?

  • A defect is something that must be fixed - anything affecting safety, performance, or reliability, like a faulty valve or boiler lockout. Defects require immediate attention or scheduled repair to keep the system safe and operational.

  • A recommendation is something that adds value through upgrades, efficiency improvements, or enhancements like smart thermostats or magnetic filters.

Plan table TBD

How to access the defect types setting

➡️ Go to your Profile icon → Choose Settings → Locate Opportunities in the Categories menu → Click View next to Defect types

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Adding a new defect type

Creating clear defect types allows your team to log them quickly using standard naming conventions.

Each type is linked to a specific defect & recommendation pipeline, which determines the workflow stages the defect will follow.

  1. Click Add new defect type

  2. Enter the defect name (e.g., Boiler fault or Compressor failure)

  3. Select the pipeline for the defect's workflow

  4. Click Save

The new type will now be available for engineers to select when reporting defects via the mobile app.

Read more about defects and recomendations pipelines.

Managing defect types

You can update your list of defect types at any time to keep them relevant.

Editing a defect type

If you need to rename a defect type to make it clearer for your team, you can update it in the settings.

  1. Click Edit next to the defect type you wish to change.

  2. Update the name field as required.

  3. Click Save.

It is not possible to edit the assigned pipeline once the defect type has been used. Instead, archive it and create a new one.

Deleting or archiving defect types

You can remove defect types that are no longer needed. The system handles this differently depending on whether the type has been used.

  1. Find the defect type you want to remove in the list.

  2. Click Delete.

  3. The system will check if the skill is currently in use.

    1. If the skill is not in use, you will be prompted to confirm its permanent deletion. Type delete, then click delete again.

    2. If the skill is in use, the 'Archive Skill' pop-gup will appear, explaining it cannot be deleted. Type archive, then click archive.

Common questions

Can I change the pipeline for a defect type after saving?

No, once a defect type has been used the pipeline is locked. If you need a different pipeline, you must create a new defect type and archive the old one.

Example use cases

💡 Leaking radiator valve

Identifies a minor plumbing fault found during a routine service that woukd require a return visit to fix.

💡 Cracked heat exchanger

Links to a high-priority pipeline for a major repair or boiler replacement proposal.

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