Mobile App2

• Login, Home, Settings and QR code
• Login – Accessing the App
• Home
• Settings – Managing Your Account and Preferences
• QR code
• Fuel
• Summary
• Driver Load View
• Delivery View
• Servicemen
• Service Order

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:

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

Fuel

Summary

Purpose The Fuel Driver Module is used by field technicians who deliver heating oil or propane to residential and commercial customers. This module streamlines the entire delivery process—from starting the route, connecting to the truck’s meter system, performing each stop, recording delivery gallons, printing tickets, and submitting end-of-day inventory.

Who Uses This Module:

• Fuel Delivery Drivers
• Dispatch-Assigned Contractors

What This Module Enables Drivers To Do:

• View daily assigned loads and route stops
• Connect to Bluetooth or wired LCR meters
• Automatically capture delivered gallons
• Record manual deliveries when a meter is unavailable
• Add notes, additives, leftover, or short-fill information
• Print legally compliant delivery tickets
• Sync data online or store it offline until connection is available

Supports Both Fuel Types:

• Oil Deliveries (includes pricing, revenue, and HOD compliance fields)
• Propane Deliveries (includes tank-specific requirements and optional QR code validation)

High-Level Delivery Flow:

1. Driver selects assigned load
2. Completes pre-trip checklist
3. Begins delivery route
4. For each customer stop:
   • Connect to meter or manually enter gallons
   • Print ticket
   • Proceed to next stop
5. After final stop, driver completes end-of-day summary

System Automation Benefits:

• Prevents data entry errors
• Ensures compliance with state regulations
• Speeds up delivery completion
• Automatically syncs with dispatch and accounting

Driver Load View

Driver Load List Screen

Purpose: Displays all assigned routes and loads for the driver on the selected date.

Key Features:

• View all loads assigned for the day
• Switch between multiple loads using tabs or horizontal picker
• Displays estimated gallons, number of stops, and progress
• Supports both Oil and Propane delivery types

Screen Breakdown:

Element	Description
Load Header	Shows truck number, delivery date, and load number
Summary Metrics	Displays estimated gallons, delivered gallons, remaining stops, and revenue (oil only)
Checklist Banner	Required pre-trip items such as inventory, safety checks, and mileage must be completed before deliveries begin
Delivery List	Scrollable list of customers with address, estimated gallons, and delivery status

Preparing Route

1. Tap the Fuel card on the Home Screen

2. Next you'll be brought to the Driver Load screen, from here you'll tap your individual loads as well as Fuel types to see which terminals you should visit first and which truck you are assigned for the day. It is important you select both fuels so you can see how many terminals you must visit for Fuel pickup

3. After arriving at each terminal tap on Pickups/Transfer then select Source Type (Terminal), Source Container, Destination Type (Vehicle) and Destination Container then record how many gallons you are picking up. Afterwards record your BOD Inventory and BOD Meter to keep track throughout the day. See below for how to Begin a Load

4. Next prepare route for each delivery and follow steps for Delivery View and complete each individual delivery

5. At the end of the day, update the EOD Inventory, EOD Meter and EOD Miles for both Fuel Types, if applicable

6. Following that, return to each terminal to return any left over fuel, then Tap Pickups/Transfer, select the source the fuel is coming from (Vehicle), The Source Container, The Destination Type (Terminal), The Destination Container and finally, record how many gallons are being transferred. These steps can also be followed if doing a transfer between other vehicles if approved

Steps to Begin a Load:

1. Tap the Fuel card on the Home screen

2. Select the active load from the top navigation bar

4. Complete any items in the Pre-Trip Checklist if displayed

5. Tap a delivery stop to open the Delivery Card screen

Accessing Load Summary on Webpage

If for any reason the load summary isn't accessable on mobile, or if things need to be written out or just a preference for doing it on the website, here's how to acccess the load summary on the webpage. You can also record pickups and fill out how much was delivered, BOD and EOD Inventory, Meters and Milage

1. Click on the menu button

2. Click The Driver List Button

3. Click The Fuels Button

4. Fill out BOD or EOD info or click on Record Pickup

5. Fill out information and click on record pickup

6. fill out any delivery information

Delivery View

The Delivery Card is the central interface where drivers perform and record an individual delivery.

Sections Within the Delivery Card:

Section	Purpose
Customer Information	Shows address, account number, and allows tapping to open maps
Ticket Notes	Displays any special instructions or warnings from dispatch
Meter Section	Used to connect to a Bluetooth fuel meter, start and end deliveries, and print tickets
Delivery Input Section	Allows manual entry of delivered gallons, additives, and flags (short or leftover)
Driver Notes	Optional section to record observations or issues encountered

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Performing a Delivery with a Meter

Step 1: Connect to Meter

• Ensure the meter is powered on
• Click on Scan Adaptors

• Select Adaptor from generated list

• After connecting to meter, two loading screens will pop up, wait for both to clear before beginning the next step

• Tap Start Delivery

• The meter will automatically begin pumping and capturing gallons

Step 2: Monitor Gallons

• Gallons are automatically updated live on the screen
• If Bluetooth signal is lost, the system will inform you and pause the meter process

Step 3: End Delivery

• Tap End Delivery to finalize the ticket

• Ticket headers are sent to the meter (customer name, pricing, etc.) and two loading screens will appear, wait for them to clear before continuing

• A printed ticket is generated automatically

Step 4: Save Delivery

• The delivery is automatically recorded and synced with the server if online

  

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Performing a Delivery Manually (No Meter)

Step 1: Enter the number of gallons delivered in the Delivered Gallons field

Step 2: Set Additives, Leftover, or Not Full as applicable

Step 3: Tap Print to bring up list of printers

Step 4: After selecting printer, it will appear as current printer

Step 5: Tap Preview at top right corner to generate ticket

Step 6: Tap Print at top right corner to print ticket

Step 7: Tap Sync to ensure data is sent to dispatch

Key Buttons and Their Functions

Button	Function	When to Use
Start Delivery	Begins meter pumping session	When starting customer delivery using Bluetooth meter
End Delivery	Ends meter session, prints ticket	After pumping is complete
Print	Prints ticket manually	For manual entry or reprints
Scan	Scans QR codes for delivery confirmation	Certain propane systems require QR validation
Sync Pending	Uploads any locally stored offline deliveries	Use after working offline

Offline Mode and Sync

If an internet connection is unavailable, the system will automatically store delivery data locally.

Syncing Offline Deliveries:

1. Complete your delivery as usual (data is stored on the device)
2. A Sync Pending badge appears at the bottom of the Delivery Card
3. When internet is restored, tap Sync to upload the data
4. Confirmation will display once the sync is successful

End-of-Load Summary

Once all deliveries are complete:

1. Navigate to the Final Summary Page
2. Enter end-of-day inventory, meter readings, and mileage
3. Tap Save
4. The load will be marked as Completed and locked from further edits

Best Practices: ✅ Always verify customer address before starting delivery
✅ Ensure meter is connected before pumping
✅ Print ticket immediately to comply with regulations
✅ Use Sync Pending button before ending the shift

Servicemen

Service Order

Service Orders

Service orders are any customer concerns in which a tech is sent out to fix any problems with a system a customer owns.

What you will find on The Order Page

Tab	Purpose
Info Tab	Shows Customer Address, allows you to clock in, view Customer Concerns, History, Customer info and any updates
Notes Tab	Input any problems found on the project, work that was preformed and future works that needs to get done
Pictures	Upload pictures of work done, problems found, etc.
Equip-ment	Shows what kind of equipment the customer has, eg. propane systems, oil systems, any heating or cooling units, etc.

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Selecting a Service Order

1. When on the main menu, tap on servicemen to bring up all orders associated with the tech.

2. A list with all orders will then appear

3. After selecting an order, you will be greeting with the Customer Order page

Performing a Service Order

1. On the info page you will begin by clocking in and reviewing all info on page before continuing your work

2. After work is performed, tap the notes page, fill out any problems found, what work was done and any future works that needs to be done

3. tap over to the pictures page and add any pictures of problems and any work that was completed.

4. if additional information is needed on equipment, click on the equipment page to see what the customer has in the building

5. Once work is completed, head back to the info page and clock out so mobile device can send information back to the main webpage for invoicing and setting up future visits