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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 ...

Introduction The Invoice Codes page are where invoice codes are created and managed for service products. To reach the Invoice Codes page, open the settings page by clicking on admin then clicking on the Invoice Codes. Clicking on the three bars on the top lef...

Introduction This page is where Invoice Subtypes can be created and/or managed. Invoice Subtypes are used primarily for categorizing invoices when they are generated. To reach the Invoice Subtypes, click on the Admin dropdown and click on settings, once on the...

Release Overview Completed a major customer UI refresh and rolled out a new onboarding wizard (services/systems/credit-cards) Expanded payment & delivery-request capabilities (immediate / deposit charging, add-card-on-request). Delivered multiple UI/styling c...

Introduction The onboarding process allows for a New Customer to be added to the system, but rather than just creating the customer only, as seen on the Adding a New Customer page, Onboarding allows for the entire process to be done at once to make adding New ...

Introduction The Terminals page is where terminals can be created and/or managed. Terminals are the origin point for Drivers where fuels are picked up, transferred and or dropped off. They can either be the same location as the company or somewhere offsite, he...

Introduction This page is where company vehicles can be created and/or managed. Vehicles are what transport the fuels from terminals to customers, or even transfer to other vehicles if need be. Vehicle's contain fuel containers and depending on the type of fue...

Introduction The Collections page is where posted invoices appear and are ready to be charged if a customer has a credit card on their account but do not have autopay set up. To reach the invoice page, click on the Billing dropdown then click on Collections. C...

Introduction The Fuels page is where Fuels are created and managed based on the fuels that the company uses. To reach the Fuels page, open the settings page by clicking on admin then clicking on the Fuels. Clicking on the three bars on the top left corner of t...

Introduction Custom Fields are where custom fields, that are seen when creating a system and equipment, are created and managed. To reach the Customs Fields page, open the settings page by clicking on admin then clicking on the Customs Fields. Clicking on the ...

Adding Employee Profile PicturesService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Profile Picture.Select +Choose the jpg or png.Crop the center of the employees face and Next. Select Save.

Deactivating EmployeesService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Deactivate Employee.Confirm you want to deactivate this employee by selecting Yes.

Reset Password for EmployeeService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Reset Password.Enter New password twice and Save.Editing EmployeeService Board menu - Admin - Employee Management.On the row with t...