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Customer Account

Customer Account Customer

Introduction Upon landing on the customer account page, the Customers basic information will be d...

Updated 5 months ago by Kozy Operations

Bank Deposits and Receipts

Billing

Bank Deposits The Bank Deposits page can be used to manage and track all payment deposits. To rea...

Updated 5 months ago by Kozy Operations

New Customer List

Reports

New Customer List New Customer List report provides information on New Customers that have been b...

Updated 5 months ago by Kozy Operations

Editing and Adding New Employees

Admin Employee Management

Introduction The Employee Management page can be used to add a new employee to the system or edit...

Updated 5 months ago by Kozy Operations

Aging Report

Reports

Aging Report The Aging Report allows unpaid balances to be monitored through age and account stat...

Updated 5 months ago by Kozy Operations

January 1st Release Overview (v3.10.0)

Changelog

This release focuses on making day‑to‑day operations faster, clearer, and more reliable with a fo...

Updated 5 months ago by Kozy Operations

Sales Summary by Product

Reports

Sales Summary by Product The Sales Summary by Product Report shows sales made by each product, in...

Updated 5 months ago by Kozy Operations

Installing Blue Tooth Device

Meters Blue Tooth Installation

Introduction This sections covers the installation of the blue tooth adaptor used to transmit dat...

Updated 5 months ago by Kozy Operations

General

Fuel Systems

This directory contains comprehensive guides for managing customer systems, equipment, and delive...

Updated 5 months ago by Kozy Operations

Adding Equipment Guide

Fuel Systems

This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipme...

Updated 5 months ago by Kozy Operations

General

Customer Account Fuel

This directory contains comprehensive guides for managing customer systems, equipment, and delive...

Updated 5 months ago by Kozy Operations

Fuel Delivery Report

Reports

Fuel Delivery Report The Fuel Deliveries Report is another way to pull up data on deliveries with...

Updated 5 months ago by Kozy Operations

Customer Reach Outs

Reports

Customer Reach Outs The Customer Reach Outs page is used to keep track of any notifications that ...

Updated 5 months ago by Kozy Operations

Tune Up Search

Reports

Tune Up Search Tune Up Search can be used to to see all Tune-up opportunities in order to review ...

Updated 5 months ago by Kozy Operations

Delivery History

Customer Account Fuel

Updated 5 months ago by Kozy Operations

Pricing

Customer Account Fuel

Updated 5 months ago by Kozy Operations

Adding Equipment Guide

Customer Account Fuel

This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipme...

Updated 5 months ago by Kozy Operations

Overview

Customer Account Overview

Introduction The Overview page is the first page that appears when looking into a customers accou...

Updated 6 months ago by Kozy Operations

Zones

Admin Settings

Zones The Zones page is where Zones can be created to show locations that are covered under a spe...

Updated 6 months ago by Kozy Operations

Branding

Admin Settings

Brands The Branding page is where brands can be created for the company or for any sub-companies ...

Updated 6 months ago by Kozy Operations