Skip to main content

Kozy Operations User Documentation

Search Shelves Books Sign up Log in

Actions

Recent Books

My Time

Service

Reports

Propane Exchange

Driver List

Billing

Admin

Map

Board

Customer Account

Search

Customer Account

Recently Updated Pages

Recent Transactions

Overview This section of Billing shows all recent transactions that have been made on the account...

Billing

Introduction The Billing section of the Customer Account is where all information regarding custo...

Autopay/Adding Credit Cards

Overview The Autopay section of billing is where credit cards on a customers account can be manag...

Customer Account

Overview The Customer Account Page is where you can access all information on The Customer. See A...

Overview

Introduction The Overview page is the first page that appears when looking into a customers accou...

Customer Account

Introduction Upon landing on the customer account page, the Customers basic information will be d...

Adding Services

Services refers to account-level Products and Service Plans that apply to a specific Customer and...

Zones

Zones The Zones page is where Zones can be created to show locations that are covered under a spe...

Branding

Brands The Branding page is where brands can be created for the company or for any sub-companies ...

Dashboard

Introduction The Dashboard generates an Employee List and their status' for the current day selec...

Recent Activity

Kozy Operations updated page Recent Transactions
32 minutes ago

Kozy Operations created page Recent Transactions
1 hour ago

Kozy Operations updated page Billing
1 hour ago

Shelves

Sort

Name

Name
Created Date
Updated Date

Setting Up Your Instance

Initial Setup Documentation and requirements.

Created 1 month ago

Updated 1 month ago

User Manual

Created 1 month ago

Updated 1 week ago

Kozy Operations

Back to top