Login, Home, Settings and QR code

• Login – Accessing the App
• Home
• Settings – Managing Your Account and Preferences
• 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:

1. Tap the QR Code icon below the login button
2. Point your camera at the QR code provided by your company or dispatcher (See 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

• 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

1. Open the Settings screen from Home

2. Tap Reset Password

3. Enter your Employee ID, Old Password, and New Password

4. Confirm the new password

5. Tap 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. Tap Rescan QR Code in Settings

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

2. Click on Show QR Code

3. QR Code will generate and you can scan with device