Recently Updated Pages
Creating a Proposal
Creating a ProposalGo to the account you are creating a proposal for.Go to Service.Click the + Ne...
Creating a Fuel Contract
2. Creating a Fuel Contract (Fixed / Capped Rate)In the customer's account, go to the Service tab...
Creating a Service Ticket
Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description o...
Making a Delivery Request
Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm tha...
Creating an Annual Tune Up
Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel s...
Customer Account Onboarding
Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to...
Customer Account Overview / Editing
Customer Account OverviewThe customer account brings together contact, location, service, system,...
Customer Search
Why it matters: Search is the starting point for most customer-service work and the required firs...
Logging in
Logging InEach employee receives their own account URL and login credentials.Go to your company's...
Service Order
Service Orders Service orders are any customer concerns in which a tech is sent out to fix any pr...
Summary
Purpose The Fuel Driver Module is used by field technicians who deliver heating oil or propane to...
Driver Load View
Driver Load List Screen Purpose: Displays all assigned routes and loads for the driver on the sel...
Delivery View
The Delivery Card is the central interface where drivers perform and record an individual deliver...
Home
Overview The Home screen is the central hub of the Kozy Serviceman mobile application. It provid...
QR code
Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing ...
Login – Accessing the App
Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. F...
Settings – Managing Your Account and Preferences
Overview The Settings screen allows you to manage your account, reset your password, update comp...
Installing Blue Tooth Device
Introduction This sections covers the installation of the blue tooth adaptor used to transmit dat...
Payment Gateway
Payment GatewayGo to Settings.Select Payment Gateways.Click Add Payment Gateway.Choose the paymen...
Labels
LabelsGo to Settings.Select Labels.Click Add Label.Enter the label name.Select the label type or ...