Report & signature

At the end of the intervention, the technician writes a report and then has the customer sign directly on the smartphone screen. The signed report closes the intervention and serves as proof of completion.

Write the report

Use this step once the work is finished, before presenting the summary to the customer.

1. Open Intervention report.

2. Describe the work performed, the findings and any recommendations.

3. Check the summary: time spent and parts used.

Have the customer sign

1. Present the summary to the customer.

2. Have them sign in the designated area (touch signature).

3. Validate. The signed report is saved and the intervention moves to Done.

After the signature

Item	What happens
PDF report	Generated and attached to the service order
Signature	Kept as proof of completion
Sending to customer	Possible by email / portal
Invoicing	The manager can invoice the intervention

Consent & data

The signature is personal data. Collect it only to validate the intervention, in accordance with privacy rules (GDPR).

Tip

Review the report before having it signed: once signed and completed, it serves as contractual proof of the service.