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Employee Payroll
Each week, you will see every employee's clock-ins and clock-outs for the week. If an employee ha...
Youtube Link
Click the link below to visit our YouTube page: https://www.youtube.com/@KozyOpsThere you'll find...
Adding Employee Profile Pictures
Adding Employee Profile PicturesService Board menu - Admin - Employee Management.On the row with ...
Fuel Delivery Driver
Driver NavigationOn your iPad or phone, open the Kozy App.Sign into your personal account.Clock i...
Service Techincan
ServiceIn the app, select Service.Click the service list icon (top left corner) to view your appo...
Clocking In and Out
My TimeOn your iPad or phone, open the Kozy App.Sign into your personal account.Go to the orange ...
Quick Reference
StageDaily Check1. PriceConfirm fuel, terminal, current effective price, margins, and applicable ...
Fuel Inventory Overview
Open Fuel, then Inventory, to review company-configured fuel inventory. The dashboard can summari...
Posting Fuel Invoices
Create and Post Fuel InvoicesReturn to Fuel, then Deliveries, and open the completed delivery dat...
Driver Workflow
Driver Workflow and Delivery ExceptionsThe mobile workflow connects the assigned load back to off...
Pricing Deliveries
Review and Price DeliveriesPricing review normally happens after routing and before the driver le...
Create a Route and Stage the Load
A route identifies the driver and truck. A staged load organizes the pickup and planned stops bef...
Pricings Basics / Fuel Assistance
Fuel Pricing BasicsPricing begins with the selected fuel and pickup terminal. Review the current ...
Scheduling the Visit / invoicing ticket
Making a TicketFrom the OfficeTwo ways: from the customer's account, or from the Work Order butto...
Shift Schedule
Creating ShiftsClick the hamburger menu, then Admin, then Settings.In Settings, go to Shifts.Add ...
Managing Projects / Non-Associated Concerns
Click the hamburger menu, select Service, then click All Projects.Use the brand dropdown to switc...
Inventory: Parts
Navigating to PartsGo to Service.Go to Parts.Existing parts from the migration may already be on ...
Service Board Overview
Accessing the BoardClick the hamburger menu, then click Board.Table ViewThis is the default view....
Quick Start / Questions to Ask When Making a Service Ticket
Quick-Start OverviewWhen you need to… Start hereSchedule a tune-up Systems tab, gear icon, then t...
Creating a Budget Proposal
3. Creating a Budget ProposalIn the customer's account, go to the Service tab.Select the + New Pr...