Customer Account
Customer
Customer Account
Introduction Upon landing on the customer account page, the Customers basic information will be d...
Location Management
Overview This guide explains how to create and edit service locations for customers in the Kozy s...
Manage Location Settings
Introduction After a location has been created, settings on the location can be edited which incl...
Overview
Overview
Introduction The Overview page is the first page that appears when looking into a customers accou...
Adding Services
Introduction Services refers to account-level Products and Service Plans that apply to a specific...
Quotes
Introduction The quote module streamlines how sales and service teams build, share, and track cus...
Billing
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...
Recent Transactions
Overview This section of Billing shows all recent transactions that have been made on the account...
Communications
Service
Fuel
General
This directory contains comprehensive guides for managing customer systems, equipment, and delive...
Adding a System Guide
A system represents a group of equipment that all share the same fill connection (the same delive...
Editing a System Guide
This guide explains how to edit an existing system using the Edit System dialog and what each fie...
Adding Equipment Guide
This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipme...
Deliveries
Introduction The Deliveries part on the Fuel section of the Customer Account is where Customer De...