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Driver Workflow
Driver Workflow and Delivery ExceptionsThe mobile workflow connects the assigned load back to office review. Exact options depend on the driver's permissions, the truck, the meter connection, and company procedure.Typical Driver FlowOpen the assigned fuel load...
Posting Fuel Invoices
Create and Post Fuel InvoicesReturn to Fuel, then Deliveries, and open the completed delivery date or range.Filter by fuel type and/or route when helpful.Confirm delivered gallons, the related ticket information, and any exception notes. Correct supported data...
Fuel Inventory Overview
Open Fuel, then Inventory, to review company-configured fuel inventory. The dashboard can summarize fuel quantities, vehicles, terminals, low-stock information, and scheduled activity.Vehicles and containers: Review truck capacity, named containers or compartm...
Quick Reference
StageDaily Check1. PriceConfirm fuel, terminal, current effective price, margins, and applicable customer indicators.2. RouteSet date and fuel; create the route; assign the correct driver and truck.3. StageSelect terminal and load number; add stops and request...
Clocking In and Out
My TimeOn your iPad or phone, open the Kozy App.Sign into your personal account.Go to the orange My Time button to clock in.At the top of the screen your name will be listed. Click the blue Clock In button to clock in.Underneath is your clock-in history. You c...
Service Techincan
ServiceIn the app, select Service.Click the service list icon (top left corner) to view your appointments for the day.Next to that is the person with a "+" icon, used to search for a customer if needed.The car icon starts your route navigation for the day, beg...
Fuel Delivery Driver
Driver NavigationOn your iPad or phone, open the Kozy App.Sign into your personal account.Clock in if applicable to your company.If making fuel deliveries, select Fuel.Click the checklist icon (top left) to check in your truck for the day:Note the beginning-of...
Youtube Link
Click the link below to visit our YouTube page: https://www.youtube.com/@KozyOpsThere you'll find videos on how to use the software and app. Subscribe to get new videos and find your way back easily.
Employee Payroll
Each week, you will see every employee's clock-ins and clock-outs for the week. If an employee has marked no lunch, you must review the adjustment and approve it. The same applies if an employee needed to adjust their time card because they did not clock in or...