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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...

Why it matters: Search is the starting point for most customer-service work and the required first check before onboarding a new customer.Search WalkthroughOpen the main sidebar or navigation menu.Select Search.Enter the best customer information available.Rev...

Customer Account OverviewThe customer account brings together contact, location, service, system, equipment, activity, and billing information. Not every employee will see or be permitted to change every item.Main Information to ReviewAccount areaWhat to confi...

Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to the right service location, relationship, fuel system, equipment, and services. The demonstration values used during training were examples only. Use your company...

Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel system (Propane, Oil, or HVAC) and click the gear icon on that system.Click ☀️ Schedule Heat Tune-Up.Select the equipment (for example, a boiler).Select the service...

Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm that both the boiler and the tank are listed under the system.Scroll to Deliveries at the bottom and click Delivery Request.Add a message describing the situation, fo...

Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description of the issue (for example, "Water Leak"), and save.Click Projects + and select the concern you just created.In the ticket, click Visits and open the visit by its ti...

Creating a ProposalGo to the account you are creating a proposal for.Go to Service.Click the + New Proposal purple button.Select Quote.If using a pricebook, toggle to Pricebook.Your company must be affiliated with a third party that inputs parts and prices int...