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Introduction The quote module streamlines how sales and service teams build, share, and track cus...

What are Promotions? Promotions allow you to offer discounts or apply surcharges to customer invo...

Overview This guide explains how to create and edit service locations for customers in the Kozy s...

This guide explains how to edit an existing system using the Edit System dialog and what each fie...

A system represents a group of equipment that all share the same fill connection (the same delive...

Driver Load List Screen Purpose: Displays all assigned routes and loads for the driver on the sel...

Service Orders Service orders are any customer concerns in which a tech is sent out to fix any pr...

The Delivery Card is the central interface where drivers perform and record an individual deliver...

Window strategies determine how deliveries are estimated and scheduled by selecting the calculati...

A system represents a group of equipment that all share the same fill connection (the same delive...

This guide explains how to edit an existing system using the Edit System dialog and what each fie...

Overview The Settings screen allows you to manage your account, reset your password, update comp...

Overview The Home screen is the central hub of the Kozy Serviceman mobile application. It provid...

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

Purpose The Fuel Driver Module is used by field technicians who deliver heating oil or propane to...

Calendar Scheduling Guide Calendar scheduling creates time-based recurring delivery requests base...

Calendar scheduling allows you to set up automatic delivery requests for your customers based on ...

The degree day system predicts heating fuel consumption based on outdoor temperature. It's common...

Tank monitoring systems use IoT devices to track fuel levels in real time. This guide explains ho...