# Login, Home, Settings and QR code

# Login – Accessing the App

## Overview

The Login screen is the secure entry point to the Kozy Serviceman mobile application. From here, employees authenticate using their company-issued credentials. First-time users or users switching companies must scan their company’s QR code to connect the app to the correct environment.

### Key Features

- Secure username and password authentication
- QR code onboarding for environment setup
- Real-time branding (company logo and name auto-load after QR scan)
- Automatic error detection and clear instructions for resolution

## Step-by-Step Login Instructions

#### Step 1: Open the App

- Ensure you have internet or cellular data access
- Tap the Kozy Serviceman icon to launch the app

#### Step 2: Enter Your Credentials

[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763493609056.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763493609056.PNG)

- <span style="white-space: pre-wrap;">Tap the </span>****Username****<span style="white-space: pre-wrap;"> field and enter your employee username</span>
- <span style="white-space: pre-wrap;">Tap the </span>****Password****<span style="white-space: pre-wrap;"> field and enter your password</span>

#### Step 3: First-Time Setup (QR Scan Required)

[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763493630437.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763493630437.PNG) <span style="white-space: pre-wrap;"> If this is your first time using the app:</span>

1. <span style="white-space: pre-wrap;">Tap the </span>****QR Code icon****<span style="white-space: pre-wrap;"> below the login button</span>
2. Point your camera at the QR code provided by your company or dispatcher (See [QR code](https://docs.kozyops.com/books/mobile-app/page/qr-code) if not provided)
3. The app will automatically configure your environment
4. A company logo and name will appear at the bottom confirming success

#### Step 4: Logging In

[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763494383767.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763494383767.PNG)

- <span style="white-space: pre-wrap;">Tap the </span>****Login****<span style="white-space: pre-wrap;"> button</span>
- A loading indicator will appear while your credentials are verified
- <span style="white-space: pre-wrap;">If successful, you will be taken to the </span>****Home screen****
- [![paste_0dc9f504-fe4a-4f51-8293-f34413a2dac9.png](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-03/scaled-1680-/paste-0dc9f504-fe4a-4f51-8293-f34413a2dac9.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-03/paste-0dc9f504-fe4a-4f51-8293-f34413a2dac9.png)

# Home

## Overview
<span style="white-space: pre-wrap;"> The Home screen is the central hub of the Kozy Serviceman mobile application. It provides quick access to all major work functions through large, easy-to-tap cards. Users can select from Fuel Deliveries, Service Jobs, Time Tracking, and Settings.</span>

## Main Dashboard Module

<table id="bkmrk-modulepurposetypical"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td>Module

</td><td>Purpose

</td><td>Typical User

</td></tr><tr><td>****Fuel****

</td><td>Start and manage fuel delivery routes

</td><td>Fuel Drivers

</td></tr><tr><td>****Servicemen****

</td><td>View assigned service jobs and update visit information

</td><td>Service Technicians

</td></tr><tr><td>****My Time****

</td><td>Clock in/out and track payroll hours

</td><td>All Employees

</td></tr><tr><td>****Settings****

</td><td>Access preferences, password reset, and QR configuration

</td><td>All Employees

</td></tr></tbody></table>

[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763495882959.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763495882959.PNG)

# Settings – Managing Your Account and Preferences

## Overview
<span style="white-space: pre-wrap;"> The Settings screen allows you to manage your account, reset your password, update company environment settings using QR code scanning, view app version, and access support resources.</span>

### Key Functions within Settings

<table id="bkmrk-featuredescriptionwh"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td>Feature

</td><td>Description

</td><td>When to Use

</td></tr><tr><td>****Reset Password****

</td><td>Update your login password securely

</td><td>If you forgot or need to change your password

</td></tr><tr><td>****Rescan QR Code****

</td><td>Load or switch company environments using a QR code

</td><td>When onboarding or switching locations

</td></tr><tr><td>****Privacy Policy****

</td><td>View company data usage practices

</td><td>Anytime you need legal information

</td></tr><tr><td>****Terms &amp; Conditions****

</td><td>Review service agreement

</td><td>During onboarding or audits

</td></tr><tr><td>****Contact Support****

</td><td>Send an email directly to Kozy Ops support

</td><td>When encountering issues

</td></tr><tr><td>****Logout****

</td><td>Sign out of your account

</td><td>End of shift or device handoff

</td></tr></tbody></table>

[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763563220373.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763563220373.PNG)

### Step-by-Step: Resetting Your Password

1. <span style="white-space: pre-wrap;">Open the </span>****Settings****<span style="white-space: pre-wrap;"> screen from Home</span>
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763562559745.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763562559745.PNG)

2. <span style="white-space: pre-wrap;">Tap </span>****Reset Password****
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763562581932.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763562581932.PNG)

3. Enter your Employee ID, Old Password, and New Password
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763562952154.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763562952154.PNG)

4. Confirm the new password
5. <span style="white-space: pre-wrap;">Tap </span>****Reset Password****
6. A confirmation message will appear upon success

### Password Requirements

- Minimum 8 characters
- Must include a mix of uppercase, lowercase, numbers, and symbols
- A strength meter will guide you toward a secure password

### Step-by-Step: Rescanning QR Code

1. <span style="white-space: pre-wrap;">Tap </span>****Rescan QR Code****<span style="white-space: pre-wrap;"> in Settings</span>
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763563118044.PNG)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763563118044.PNG)

2. Your camera will activate
3. Scan the QR code provided by your company
4. Upon success, the app will automatically configure the updated environment

# QR code

## Overview
Instructions on how to acces QR Code if not provided by Company or Dispatcher

## Accessing QR Code
1. On main Webpage, click on profile icon for dropdown
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763495417979-45-15-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763495417979-45-15-pm.png)

2. Click on Show QR Code
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763495427090-45-21-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763495427090-45-21-pm.png)

3. QR Code will generate and you can scan with device
[![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763495432740-45-26-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2025-11/image-1763495432740-45-26-pm.png)