Quick start

This guide introduces the basics of using Deratix.

Note: If you have just registered a company, start with Initial setup for company configuration, codebooks and users.

Requirement: Access to the app requires an active license. If you see “License is not active”, contact your administrator.

1. Login

After opening the app, the login screen appears.

Login screenDesktop

Enter:

• Username - your login name
• Password - your password
• Remember me - enable it if you want to stay signed in longer

After successful login, you are redirected to Dashboard.

Tip: You can change the app language on the login screen using the language selector at the bottom.

Forgotten Password

1. Click Forgot password? on the login screen.
2. Enter your email address or username.
3. You will receive a password reset link by email.
4. Open the link and set a new password.

2. Install on a Device

Install Deratix for faster access and offline support. After installation, it opens from the home screen as a standalone app.

Android and Desktop

1. Click Install when the banner appears.
2. Confirm the installation in the system dialog.

iPhone and iPad

1. Tap the Share icon in the browser.
2. Select Add to Home Screen.
3. Confirm with Add.

Tip: After installation, the app opens without the browser address bar. If you close the banner, it appears again after 7 days.

3. App Orientation

After login, Dashboard opens as the main overview.

DashboardDesktop

Navigation:

• 🖥️ Desktop: main sections are in the left sidebar
• 📱 Mobile: use the bottom navigation bar or More

See Application navigation for details.

4. Create the First Protocol

For the full form description, see Creating a protocol.

New protocol formDesktop

Step by Step

Dashboard quick actionsDesktop

1. Open a new protocol:

   • 🖥️ Desktop: click the New protocol card on Dashboard or use the sidebar
   • 📱 Mobile: tap New protocol in the bottom bar

2. Select a client:

   • Search for an existing client in the client database
   • Create a new client with New client
   • Use GPS to find nearby clients

3. Select the address where work is performed.

4. Fill in protocol data:

   • Work type and subtypes
   • Date and time
   • Technicians
   • Pests
   • Materials
   • Installations
   • Findings and deficiencies
   • Recommendations
   • Notes

5. Signatures - collect customer and technician signatures according to settings.

6. Save the protocol.

Tip: The order and visibility of form sections are configurable in settings.

Automatic Draft Saving

The app automatically saves the unfinished protocol as a draft. If you close the browser or lose connection, you can continue later.

Draft protocols on dashboardDesktop

Drafts are available:

• On Dashboard in Draft protocols
• In the new protocol form sidebar

5. Client Management

Client databaseDesktop

Before creating a protocol, a client must exist in the database. You can create one:

• From Clients using New client
• Directly from the protocol form
• By importing from an accounting system through Integrations

When creating a client, fill in basic data, contact data and at least one work address. A client can have multiple sites. See Client detail.

6. Working Offline

Deratix also works without an internet connection:

• Protocols are saved locally on the device.
• After the connection returns, they synchronize to the server.
• Navigation shows the online/offline status.
• The dashboard shows protocols waiting for synchronization.

Note: In offline mode, you cannot create new clients. You work only with already synchronized data. See Offline mode.

7. Search

• 🖥️ Desktop: click the search field in the header or press Ctrl+K / Cmd+K
• 📱 Mobile: tap the search icon on Dashboard

Client Portal

If you were invited as a client, you will see the simplified client portal. It shows only your companies and protocols, without internal functions.

Next Steps

• Navigation
• Dashboard
• Creating a protocol
• Offline mode
• FAQ