App Navigation

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.

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.