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Invoice Subtypes

Settings

Invoice SubtypesGo to Settings.Select Invoice Subtypes.Click Add Invoice Subtype.Enter the subtyp...

Updated 4 months ago by Kozy Operations

Invoice Codes

Settings

Invoice CodesGo to Settings.Select Invoice Codes.Click Add Invoice Code.Enter the invoice code na...

Updated 4 months ago by Kozy Operations

Branding

Settings

Go to Settings.Select Branding.Click Edit or open the branding configuration.Enter the brand name...

Updated 4 months ago by Kozy Operations

Arrival Windows

Settings

Arrival WindowsGo to Settings.Select Arrival Windows.Click Add Arrival Window.Enter the window na...

Updated 4 months ago by Kozy Operations

Accounting Gateways

Settings

Setting up Accounting GatewaysGo to Settings.Select Accounting Gateways.Click Add Accounting Gate...

Updated 4 months ago by Kozy Operations

Posting Adjustments

Customer Account Ledger

Posting an AdjustmentThis guide walks users through creating a ledger adjustment from the Custome...

Updated 4 months ago by Kozy Operations

QR code

Fuels Fuel Drivers

Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing ...

Updated 6 months ago by Kozy Operations

Login – Accessing the App

Fuels Fuel Drivers

Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. F...

Updated 6 months ago by Kozy Operations

Fuel Drivers Daily Life Manually Entered

Fuels Fuel Drivers

Your app should already be setup with your truck for the day. You will be using the app. 1. Login...

Updated 6 months ago by Kozy Operations

Fuel Drivers Daily Life Metered

Fuels Fuel Drivers

Your app should already be setup with your truck for the day. You will be using the app. 1. Login...

Updated 6 months ago by Kozy Operations

Fuel Drivers Daily Life Manually Entered

Employees Fuel Drivers

Your app should already be setup with your truck for the day. You will be using the app. 1. Login...

Updated 6 months ago by Kozy Operations

Fuel Drivers Daily Life Metered

Employees Fuel Drivers

Your app should already be setup with your truck for the day. You will be using the app. 1. Login...

Updated 6 months ago by Kozy Operations

Login – Accessing the App

Employees Fuel Drivers

Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. F...

Updated 6 months ago by Kozy Operations

QR code

Employees Fuel Drivers

Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing ...

Updated 6 months ago by Kozy Operations

Fuel Delivery Request from Customer Profile

Fuels Videos for Fuel

Updated 6 months ago by Kozy Operations

Staging Fuel Load

Fuels Videos for Fuel

Updated 6 months ago by Kozy Operations

Route start to finish

Fuels Videos for Fuel

Updated 6 months ago by Kozy Operations

Adding Fuel Delivery Request from Customer Profile

Fuels Routing

If you prefer looking for the customers profile before putting in a deliver request:1. From the S...

Updated 6 months ago by Kozy Operations

Video for Employee Management

Employees

Updated 6 months ago by Kozy Operations

Removing Customers from a Load

Fuels Routing

If for whatever reason a route or load need to be deleted, there are several steps that must be t...

Updated 6 months ago by Kozy Operations