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 

 

 

 Tap the Username field and enter your employee username 

 Tap the Password field and enter your password 

 

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

 If this is your first time using the app: 

 

 Tap the QR Code icon below the login button 

 Point your camera at the QR code provided by your company or dispatcher (See QR code if not provided) 

 The app will automatically configure your environment 

 A company logo and name will appear at the bottom confirming success 

 

 Step 4: Logging In 

 

 

 Tap the Login button 

 A loading indicator will appear while your credentials are verified 

 If successful, you will be taken to the Home screen

Home
Overview 
 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. 
 Main Dashboard Module 
 Module
 Purpose
 Typical User
 ****Fuel****
 Start and manage fuel delivery routes
 Fuel Drivers
 ****Servicemen****
 View assigned service jobs and update visit information
 Service Technicians
 ****My Time****
 Clock in/out and track payroll hours
 All Employees
 ****Settings****
 Access preferences, password reset, and QR configuration
 All Employees

Settings – Managing Your Account and Preferences
Overview 
 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. 
 Key Functions within Settings 
 Feature
 Description
 When to Use
 ****Reset Password****
 Update your login password securely
 If you forgot or need to change your password
 ****Rescan QR Code****
 Load or switch company environments using a QR code
 When onboarding or switching locations
 ****Privacy Policy****
 View company data usage practices
 Anytime you need legal information
 ****Terms & Conditions****
 Review service agreement
 During onboarding or audits
 ****Contact Support****
 Send an email directly to Kozy Ops support
 When encountering issues
 ****Logout****
 Sign out of your account
 End of shift or device handoff
 
 
 Step-by-Step: Resetting Your Password 
 
 
 Open the Settings screen from Home 
 
 
 
 Tap Reset Password 
 
 
 
 Enter your Employee ID, Old Password, and New Password
 
 
 
 Confirm the new password 
 
 
 Tap Reset Password 
 
 
 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 
 
 
 Tap Rescan QR Code in Settings 
 
 
 
 Your camera will activate 
 
 
 Scan the QR code provided by your company 
 
 
 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 
 
 
 On main Webpage, click on profile icon for dropdown
 
 
 
 Click on Show QR Code
 
 
 
 QR Code will generate and you can scan with device