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

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

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

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

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

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

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

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

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

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

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

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

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...

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