Fuels
Please go to Admin - Settings - Fuels to confirm all fuel sources have been entered.
Add templates for common tank sizes to simplify System entry in the future on a customers account.
Reminder - accounts should have a Service for the type of Fuel Delivery assigned to them to make this process simple. If you do not see your customer on the map ensure their profile has the correct service associated.
Price Charts
Adding Price Chart Open Service Board menu - Fuel - select Price Charts Select the Fuel type...
Deliveries
To get to this area open the menu - select Fuel - select Deliveries.
Routing
Prerequisites: Drivers have been entered into Employee Management You have a current/valid P...
Routing Map
Routing MapThe Routing map is now where all delivery request will show up, including manual and a...
Routing Map Filters
Below the Map and Satellite bar, is another bar that shows total number of potential deliveries o...
Staging Loads
Next is setting up a load to add to a route. To start this process, click on the Staging tab next...
Manually Adding Customers to Load/Route
Next is adding customers. Once a load has been created, customers can be added on to the load. Cu...
Lasso Tool to Add Customers to Load
Next is adding customers. Once a load has been created, customers can be added on to the load. Cu...
Add Delivery Request from Fuel Map
Adding from Fuel Map1. In the Search Customers box enter the customers name and click the envelop...
Removing Customers from a Load
If for whatever reason a route or load need to be deleted, there are several steps that must be t...
Adding Fuel Delivery Request from Customer Profile
If you prefer looking for the customers profile before putting in a deliver request:1. From the S...
Fuel Drivers
Login – Accessing the App
Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. F...
QR code
Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing ...
Fuel Drivers Daily Life Manually Entered
Your app should already be setup with your truck for the day. You will be using the app. 1. Login...
Fuel Drivers Daily Life Metered
Your app should already be setup with your truck for the day. You will be using the app. 1. Login...
Videos for Fuel
Below you will find the list of training videos for fuel