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Window strategies determine how deliveries are estimated and scheduled by selecting the calculation method used for each system. The window strategy is configured in the system edit dialog and determines which approach is used to trigger deliveries. What are ...

Tank monitoring systems use IoT devices to track fuel levels in real time. This guide explains how to link monitors to equipment, view monitor data in the app (Systems carousel), and use monitor data for delivery scheduling. What is tank monitoring? Tank moni...

The degree day system predicts heating fuel consumption based on outdoor temperature. It's commonly used for automatic oil delivery scheduling to estimate when a customer will need a refill. What is a degree day? A degree day measures heating demand: Heating...

Calendar Scheduling Guide Calendar scheduling creates time-based recurring delivery requests based on configured rules. This guide explains how to set up, manage, and use calendar schedules within the system dialog. What is calendar scheduling? Calendar sched...

This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipment represents physical components like tanks, regulators, filters, and other equipment. Key concept: You can add multiple tanks to a system when they share the sa...

A system represents a group of equipment that all share the same fill connection (the same delivery fill). For example, multiple manifolded tanks feeding the same appliance belong to one system. This guide shows how to create a system and configure its deliver...

Overview Account Search helps you locate customer records by any identifying detail such as name, account number, email, phone number, or address. The page is split into two primary sections: Search Panel at the top for entering search terms. Search Results b...

Introduction This guide explains how to navigate the service job list, open individual service visits, and work inside each tab. It is written for field technicians and dispatchers who manage day-of service work in Kozy Web. Getting to the Service Job List Op...