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Employees
Setting Up Your Instance
Initial Setup Documentation and requirements.
Employee Management
Managing your employees access to Kozy is important. Here are all the articles you may need for building out your Employee Management. On the Employee Management landing screen you can select Show Active Only to view only Active Employees or filter the view b...
Fuels
Please go to Admin - Settings - Fuels to confirm all fuel sources have been entered. Add templates for common tank sizes to simplify System entry in the future on a customers account. Reminder - accounts should have a Service for the type of Fuel Delivery a...
User Manual
Payroll
Kozy's Payroll system and ability to track clock ins/outs allows you to use our software for payroll. We have the ability to connect to ADP's API. If this is of interest to you and was not previously discussed please reach out to support@kozyops.com for ne...
Location Management
Overview This guide explains how to create and edit service locations for customers in the Kozy system. Locations represent physical addresses where services are performed. Each location can be linked to multiple customers with different relationship types (ho...
Invoices
Understanding Calendar Schedules
Calendar scheduling allows you to set up automatic delivery requests for your customers based on recurring patterns. When you post an invoice for a fuel delivery, the system automatically creates the next delivery request based on the schedule you've configure...
Projects
Development
Promotions
What are Promotions? Promotions allow you to offer discounts or apply surcharges to customer invoices automatically. Once configured, promotions are applied when invoices are created, helping you run marketing campaigns, seasonal pricing, or loyalty programs w...
Adding a New Customer
This guide walks you through creating a new customer from search to first location setup. It matches the in-app flow used by customer service and onboarding teams. A Customer can also be added through the Onboarding Process as well. Quick flow Start on Search...
Fuel Systems
Navigating & Using the Platform
Master the essentials of operating the platform day-to-day. This section guides you through basic navigation, interface controls, and core service workflows so your team can confidently manage internal and external operations.
Adding Services
Introduction Services refers to account-level Products and Service Plans that apply to a specific Customer and Location (e.g., service plans, fuel delivery, service contracts, etc). What a “Service” is here A Product/Service Plan record associated with a Cus...
Servicemen
Editing a System Guide
This guide explains how to edit an existing system using the Edit System dialog and what each field and setting controls. Prerequisites The system exists and you have permission to modify it. You are on the Customer Dashboard with the Location selected. Edi...