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Taylor Reports in New Customer List
New Customer List Report and how they reflect Taylor Reports New Customer List report provides in...
Driver Load View
Driver Load List Screen Purpose: Displays all assigned routes and loads for the driver on the sel...
Service Order
Service Orders Service orders are any customer concerns in which a tech is sent out to fix any pr...
Delivery View
The Delivery Card is the central interface where drivers perform and record an individual deliver...
Taylor Reports in All Projects
All Projects and how they reflect Taylor Reports The All Projects Report shows all projects that ...
Understanding Window Strategies
Window strategies determine how deliveries are estimated and scheduled by selecting the calculati...
Adding a System Guide
A system represents a group of equipment that all share the same fill connection (the same delive...
Editing a System Guide
This guide explains how to edit an existing system using the Edit System dialog and what each fie...
Checking Deliveries
This guide is for walking you on how to check your deliveries Prerequisites Customer must have a...
Settings – Managing Your Account and Preferences
Overview The Settings screen allows you to manage your account, reset your password, update comp...
Home
Overview The Home screen is the central hub of the Kozy Serviceman mobile application. It provid...
Login – Accessing the App
Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. Fr...
QR code
Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing ...
Checking Deliveries
This guide is for walking you on how to check your deliveries Prerequisites Customer must have a...
Summary
Purpose The Fuel Driver Module is used by field technicians who deliver heating oil or propane to...
Service Job List & Workflow
This guide explains how to navigate the service job list, open individual service visits, and wor...
Creating a Calendar Schedule
Calendar Scheduling Guide Calendar scheduling creates time-based recurring delivery requests base...
Understanding Calendar Schedules
Calendar scheduling allows you to set up automatic delivery requests for your customers based on ...
Understanding Degree Days
The degree day system predicts heating fuel consumption based on outdoor temperature. It's common...
Understanding Fuel Monitoring
Tank monitoring systems use IoT devices to track fuel levels in real time. This guide explains ho...