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Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing QR Code On main Webpage, click on profile icon for dropdown Click on Show QR Code QR Code will generate and you can scan with device

Your app should already be setup with your truck for the day. You will be using the app. 1. Login to the app (if you are not already logged in). 2. IF your company tracks time in Kozy - select My Time and Clock In3. Hit the back button to return to the home sc...

Your app should already be setup with your truck for the day. You will be using the app. 1. Login to the app (if you are not already logged in). 2. IF your company tracks time in Kozy - select My Time and Clock In3. Hit the back button to return to the home sc...

Posting an AdjustmentThis guide walks users through creating a ledger adjustment from the Customer Ledger screen.OverviewThe Customer Ledger provides a complete history of invoices, payments, credits, promotions, deposits, and adjustments for a customer accoun...

Setting up Accounting GatewaysGo to Settings.Select Accounting Gateways.Click Add Accounting Gateway.Choose the accounting provider.Enter the required connection details.Add any authorization or OAuth information.Confirm the gateway status is active.Click Save...

Arrival WindowsGo to Settings.Select Arrival Windows.Click Add Arrival Window.Enter the window name.Set the start time.Set the end time.Mark the window as active if it should be available.Click Save.Confirm the arrival window appears in the table.

Go to Settings.Select Branding.Click Edit or open the branding configuration.Enter the brand name and display information.Upload or update logos as needed.Add portal branding details such as colors, favicon, or support information.Review the preview area.Click...

Invoice CodesGo to Settings.Select Invoice Codes.Click Add Invoice Code.Enter the invoice code name.Add the code or short label.Select the related category or type.Set the code to active.Click Save.Confirm the invoice code appears in the list.Most codes should...

Invoice SubtypesGo to Settings.Select Invoice Subtypes.Click Add Invoice Subtype.Enter the subtype name.Select the related invoice type.Mark it active.Click Save.Confirm the subtype appears in the table.Invoice Subtypes are a great way to quickly list items wi...

LabelsGo to Settings.Select Labels.Click Add Label.Enter the label name.Select the label type or category.Choose any display options.Mark the label active.Click Save.Confirm the label appears in the list.Key reminder: Install Job is a required label for Instal...

Payment GatewayGo to Settings.Select Payment Gateways.Click Add Payment Gateway.Choose the payment provider.Enter the required gateway credentials.Add merchant or terminal information if required.Set the gateway status to active.Click Save.Confirm the gateway ...

Overview The Login screen is the secure entry point to the Kozy Serviceman mobile application. From here, employees authenticate using their company-issued credentials. First-time users or users switching companies must scan their company’s QR code to connect...

Overview The Home screen is the central hub of the Kozy Serviceman mobile application. It provides quick access to all major work functions through large, easy-to-tap cards. Users can select from Fuel Deliveries, Service Jobs, Time Tracking, and Settings. Mai...

Overview The Settings screen allows you to manage your account, reset your password, update company environment settings using QR code scanning, view app version, and access support resources. Key Functions within Settings Feature Description When to Use ****...

Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing QR Code On main Webpage, click on profile icon for dropdown Click on Show QR Code QR Code will generate and you can scan with device

Purpose The Fuel Driver Module is used by field technicians who deliver heating oil or propane to residential and commercial customers. This module streamlines the entire delivery process—from starting the route, connecting to the truck’s meter system, perform...

Driver Load List Screen Purpose: Displays all assigned routes and loads for the driver on the selected date. Key Features: View all loads assigned for the day Switch between multiple loads using tabs or horizontal picker Displays estimated gallons, number of ...

The Delivery Card is the central interface where drivers perform and record an individual delivery. Sections Within the Delivery Card: Section Purpose Customer Information Shows address, account number, and allows tapping to open maps Ticket Notes Displays any...

Service Orders Service orders are any customer concerns in which a tech is sent out to fix any problems with a system a customer owns. What you will find on The Order Page Tab Purpose Info Tab Shows Customer Address, allows you to clock in, view Customer Conce...

Logging InEach employee receives their own account URL and login credentials.Go to your company's assigned URL and enter your credentials to log in.Click Forgot your password to request a new one.Click Scan QR Code for quick mobile setup on your phone.Importan...