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New Customer List New Customer List report provides information on New Customers that have been brought in to the company. To open the list, click on the reports drop down on the side menu and click on New Customer List. You can expand the side menu by clickin...

Introduction The Install Calendar shows all Projects/Services that are scheduled that have been worked or need to be worked on. To reach the Install Calendar, click on the Service dropodown on the side menu then click on Install Calendar. Clicking on the three...

All Projects The All Projects Report shows all projects that are scheduled to be worked on, are currently being worked on. When reaching All Projects, the page will display the following Totals Future Work - Projects that had yet to be started In Progress - ...

Introduction The Dashboard generates an Employee List and their status' for the current day selected. To reach this page, click on Admin on the side menu then click on Dashboard. Clicking on the three bars on the top left corner of the page expands the side me...

Introduction Upon landing on the customer account page, the Customers basic information will be displayed on the top of the page. This includes the customers Profile Picture, Customers Name, their Account Number, Phone Number, Email, Service Plans, Location, a...

Brands The Branding page is where brands can be created for the company or for any sub-companies owned by them. Branding is used to show The Companies Logo and Name, which are shown when sending emails or giving invoices to customers. To reach the Branding pag...

Zones The Zones page is where Zones can be created to show locations that are covered under a specific zone umbrella. These Zones can range anywhere from being regional to what locations only use specific fuels. To reach the Zones page, click on Admin Dropdown...

Introduction The Overview page is the first page that appears when looking into a customers account. From here, Services and Holds can be seen and added to the account. The Customers Balance and Quotes can be viewed here as well as the ability to add tasks to ...

Overview The Autopay section of billing is where credit cards on a customers account can be managed. This includes adding credit cards to the account and what autopay features are placed on said cards. All autopay services will appear as manual until a card is...

Overview This section of Billing shows all recent transactions that have been made on the account including payments, deliveries, service, subscriptions and etc. The section appears as a table with line items being transactions with the following columns Dat...

Introduction The Deliveries part on the Fuel section of the Customer Account is where Customer Delivery Request can be input when made by the customer and not in Auto Delivery. A history Search and Pricing search can also be made here by clicking on the Histor...

Introduction This sections covers the installation of the blue tooth adaptor used to transmit data to The Kozy Mobile App. Blue Tooth Adaptor The Blue Tooth adaptor is the is the device that is primarily used to transmit data from the meter to the Mobile Kozy ...

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...

This directory contains comprehensive guides for managing customer systems, equipment, and delivery window strategies (delivery estimation methods). Core System Management Adding Equipment Learn how to add tanks, boilers, furnaces, and other equipment to a sy...

Introduction After a location has been created, settings on the location can be edited which include, Labels, Promotions, Taxes, Customers, Service Zones, Notes and Address. If a Customer has more than one location on their account, these location settings mus...

This release focuses on making day‑to‑day operations faster, clearer, and more reliable with a focus around payments, routing, and deliveries, while laying important groundwork behind the scenes. On the web side, teams will notice a smoother payment experience...

Introduction The Labels section of settings is where label are created and managed and can be assigned for various purposes. A label can be attached to a Customer, Location, Employee and Service Visits to provide additional information. Examples are labels use...

Introduction The Taxes page is where taxes can be created to be attached to any sales made that are taxable. The importance of creating taxes is that they are automatically applied to a customer's invoice once the service is completed rather than having to do ...