Recently Updated Pages
Tune Up Search
Tune Up Search Tune Up Search can be used to to see all Tune-up opportunities in order to review ...
Deliveries
Deliveries The Deliveries Report page shows deliveries that have been routed and are being deliev...
Invoices
Invoices The invoice page can be used to see all invoices for customers and allows to see all tot...
Bank Deposits and Receipts
Bank Deposits The Bank Deposits page can be used to manage and track all payment deposits. To rea...
Adding a New Customer
This guide walks you through creating a new customer from search to first location setup. It matc...
Location Management
Overview This guide explains how to create and edit service locations for customers in the Kozy s...
Setting Up Routing
Overview This guide is to help you in setting up a route for a delivery for The Customer Prerequi...
Adding Equipment Guide
This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipme...
Editing a System Guide
This guide explains how to edit an existing system using the Edit System dialog and what each fie...
Adding a System Guide
A system represents a group of equipment that all share the same fill connection (the same delive...
General
This directory contains comprehensive guides for managing customer systems, equipment, and delive...
Account Search
Overview Account Search helps you locate customer records by any identifying detail such as name,...
Taylor Reports in Install Calendar
Install Calendar and how they reflect Taylor Reports The Install Calendar shows all Projects/Serv...
Taylor Reports in Customer Reach Outs
Customer Reach Outs and how they reflect Taylor Reports The Customer Reach Outs page is used to k...
Taylor Reports in Deliveries
Deliveries and how they reflect Taylor Reports The Deliveries Report page shows deliveries that h...
Taylor Reports in Sales Summary by Product
Sales Summary by Product and how they reflect Taylor Reports The Sales Summary by Product Report ...
Taylor Reports in Fuel Delivery Report
Fuel Deliveriy Report and how they reflect Taylor Reports The Fuel Deliveries Report is another w...
Taylor Reports in Bank Deposits and Receipts
Bank Deposits and how they reflect Taylor Reports The Bank Deposits page can be used to manage an...
Taylor Reports in Aging Report
Aging Report and how they reflect Taylor Reports The Aging Report allows unpaid balances to be mo...
Taylor Reports in Invoices
Invoices and how they reflect Taylor Reports The invoice page can be used to see all invoices for...