Customer Account

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

Overview This guide explains how to create and edit service locations for customers in the Kozy s...

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

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

Introduction The quote module streamlines how sales and service teams build, share, and track cus...

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

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

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

This directory contains comprehensive guides for managing customer systems, equipment, and delive...

A system represents a group of equipment that all share the same fill connection (the same delive...

This guide explains how to edit an existing system using the Edit System dialog and what each fie...