# App Navigation

# Clocking In and Out

## My Time

- <span style="white-space:pre-wrap;">On your iPad or phone, open the </span>****Kozy App****.
- Sign into your personal account.
- <span style="white-space:pre-wrap;">Go to the orange </span>****My Time****<span style="white-space:pre-wrap;"> button to clock in.</span>
- <span style="white-space:pre-wrap;">At the top of the screen your name will be listed. Click the blue </span>****Clock In****<span style="white-space:pre-wrap;"> button to clock in.</span>
- 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.
- <span style="white-space:pre-wrap;">To take a break, clock out in the same place you clocked in. When your break is over, click </span>****Clock In****.
- <span style="white-space:pre-wrap;">If you forgot to clock in for lunch, click on the date you did not take a break and select </span>****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

- <span style="white-space:pre-wrap;">In the app, select </span>****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:****<span style="white-space:pre-wrap;"> lists the reason for the visit.</span>
- ****Parts:****<span style="white-space:pre-wrap;"> 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.</span>
- <span style="white-space:pre-wrap;">Toggle from the </span>****Info****<span style="white-space:pre-wrap;"> section to </span>****System****<span style="white-space:pre-wrap;"> to see the systems listed on the account (e.g., boiler, furnace, hot water heater, etc.).</span>
- ****Notes:****<span style="white-space:pre-wrap;"> 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.</span>
- ****Pictures:****<span style="white-space:pre-wrap;"> submit photos of your work or anything relevant to the job. Once uploaded, the office can see them immediately.</span>
- <span style="white-space:pre-wrap;">When you're ready to begin, select </span>****Start Job****<span style="white-space:pre-wrap;"> at the bottom:</span>
    - <span style="white-space:pre-wrap;">A confirmation warning will appear; select </span>****Yes****<span style="white-space:pre-wrap;"> to proceed.</span>
    - The screen will show the job as in progress, with a timer in the top right corner.
- <span style="white-space:pre-wrap;">When finished, select </span>****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

- <span style="white-space:pre-wrap;">On your iPad or phone, open the </span>****Kozy App****.
- Sign into your personal account.
- Clock in if applicable to your company.
- <span style="white-space:pre-wrap;">If making fuel deliveries, select </span>****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****<span style="white-space:pre-wrap;"> button: use this when picking up fuel from a different vehicle or terminal. You can log the amount of gallons picked up.</span>
- ****Transfer****<span style="white-space:pre-wrap;"> button: works the same way as pickup, for transfers between vehicles.</span>
- 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:****<span style="white-space:pre-wrap;"> the screen shows </span>****Start****<span style="white-space:pre-wrap;"> or </span>****Leftover****.
    - ****Not connected:****<span style="white-space:pre-wrap;"> the screen shows </span>****Searching for Connection****.
- <span style="white-space:pre-wrap;">Click </span>****Start****<span style="white-space:pre-wrap;"> to begin the delivery.</span>
- Select the amount of additives, if needed.
- <span style="white-space:pre-wrap;">Toggle </span>****Short Delivery****<span style="white-space:pre-wrap;"> if applicable.</span>
- 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.