Cosy Sign

Cozy Sign makes it easy to create and distribute mission reports such as Intervention Minutes!

You work on a customer site to install, maintain, troubleshoot, replace... products, devices, equipment, solutions... in various sectors such as metrology, energy, industry, the cold chain... .
And for each of your interventions you must write an intervention report type mission report. Once written, your client can sign your report and certify that your mission, service, intervention has been carried out. This document is very often the first link in the billing process for your intervention.

With Cozy Sign you easily write an intervention report and you can quickly distribute it to all your interlocutors:
• Your customer, for him facilitated the storage of a document in the image of your company
• Your agency, for their ease of invoicing via a clear, readable document sent quickly
• Yourself, to keep track of your PV in your information system
• And for anyone else who needs it

Cozy Sign will improve your image with your customers, speed up billing times and increase your cash flow!

With Cozy Sign you can:
Customize your Minutes template
• First name, last name, company involved (you)
• Colors of your PV model
• Your company logo
• Modification of the types of interventions proposed or creation of your own types
• Adding your signature
Create VPs during a mission or to prepare your mission
• Entering the client company, the place and the date of the intervention
• Choice of the type of intervention
• Description of your intervention (keyboard or voice input)
• Adding a photo or uploading an image
• Entering the customer contact
• Mission summary view
• Entering the customer comment
• Client's signature
Once signed, you can distribute your minutes at any time to all your interlocutors by all means available on your mobile (email, SMS, WhatsApp...)

Find the unsigned PVs in the "PV to sign" section and also all the signed PVs from the "Signed PV" section

Trick :
You intervene several times for the same customer, so to go faster and not re-enter customer information, create your PV from a signed PV.
From the Signed PV section, swipe left on the PV you want to reuse and select the button with the small blue square.

More information, contact us, or if you want to adapt the app to your context:
https://extellient.com/cosysign