App Navigation

• Clocking In and Out
• Service Techincan
• Fuel Delivery Driver

Clocking In and Out

My Time

• On your iPad or phone, open the Kozy App.
• Sign into your personal account.
• Go to the orange My Time button to clock in.
• At the top of the screen your name will be listed. Click the blue Clock In button to clock in.
• Underneath is your clock-in history. You can change the week by selecting the listed week in purple.
• Listed will be your clock in, clock out, hours worked, and break.
• To take a break, clock out in the same place you clocked in. When your break is over, click Clock In.
• If you forgot to clock in for lunch, click on the date you did not take a break and select Mark No Lunch.
• If you forgot to clock in, contact your office so they can adjust your hours on the back end.

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Service Techincan

Service

• In the app, select Service.
• Click the service list icon (top left corner) to view your appointments for the day.
• Next to that is the person with a "+" icon, used to search for a customer if needed.
• The car icon starts your route navigation for the day, beginning with your first appointment.
• The date icon lets you change the date to view future or past appointments.
• For the current day, select the visit list and choose the job you're heading to. Jobs are listed in numerical order, starting with the 1st job.
• Once inside a job, you'll see:
  • A photo of the location
  • The customer's name
  • Directions to the location
  • The ability to call the number on file
  • The account status and current plans
• Concerns: lists the reason for the visit.
• Parts: lists any parts added by the office needed for this specific job. This doesn't always need to be filled out; it's used for billing purposes.
• Toggle from the Info section to System to see the systems listed on the account (e.g., boiler, furnace, hot water heater, etc.).
• Notes: log what you did and what still needs to be done. The office will see these notes and use them when speaking with the customer.
• Pictures: submit photos of your work or anything relevant to the job. Once uploaded, the office can see them immediately.
• When you're ready to begin, select Start Job at the bottom:
  • A confirmation warning will appear; select Yes to proceed.
  • The screen will show the job as in progress, with a timer in the top right corner.
• When finished, select End Job. The job will turn green and be marked complete.
• Return to your visit list and select the next job.
• At the end of the day, clock out the same way you clocked in that morning.

Fuel Delivery Driver

Driver Navigation

• On your iPad or phone, open the Kozy App.
• Sign into your personal account.
• Clock in if applicable to your company.
• If making fuel deliveries, select Fuel.
• Click the checklist icon (top left) to check in your truck for the day:
  • Note the beginning-of-day miles and end-of-day miles.
  • Toggle on the pretrip items once checked, to confirm the truck is safe to drive.
• The app auto-populates deliveries for the current day. To change the date, click the date box and select a new date.
• Select the car icon to begin route navigation.
• Pickup button: use this when picking up fuel from a different vehicle or terminal. You can log the amount of gallons picked up.
• Transfer button: works the same way as pickup, for transfers between vehicles.
• Your first stop will show as the first address on the route. Each stop displays:
  • The address
  • Whether it's a will call or active delivery
  • Miles from your current location
  • The type of fuel
• Click the customer's address to open the delivery screen. This shows a photo of the location.
• Check the fill location notes for delivery guidance.
• Check driver alerts as well.
• When you're at the location and ready to pump, confirm the app is connected to the truck's meter:
  • Connected: the screen shows Start or Leftover.
  • Not connected: the screen shows Searching for Connection.
• Click Start to begin the delivery.
• Select the amount of additives, if needed.
• Toggle Short Delivery if applicable.
• Add any notes for the office if needed (example: "Deliver from street" or "Could not make delivery, road was blocked").
• Once finished, return to your deliveries list and move on to the next stop.