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3. Creating a Budget ProposalIn the customer's account, go to the Service tab.Select the + New Proposal button.Click Budget.Title it.Select the budget that's built into your account for your company (e.g., "12-Month Budget Plan").Select the template.Choose the...

2. Creating a Fuel Contract (Fixed / Capped Rate)In the customer's account, go to the Service tab.Select the + New Proposal button.Click Fuel Contract.Select the fuel the customer is looking to get a contract for (e.g., Oil).Select the price mode or contract t...

Quick-Start OverviewWhen you need to… Start hereSchedule a tune-up Systems tab, gear icon, then the Visits tab on the resulting ticket.Make a service ticket The customer's account, or the Work Order button on the board.Set up a shift or schedule Admin, then Se...

Accessing the BoardClick the hamburger menu, then click Board.Table ViewThis is the default view.Shows the technician's name and job order.Calendar ViewUse this to add daily activities and work orders.Example: an emergency job comes in and needs to be schedule...

Navigating to PartsGo to Service.Go to Parts.Existing parts from the migration may already be on the list.Adding a New PartClick Add New Part.Write in the part name.Write in the supplier.Write in the shelf location in the parts room.Add any additional descript...

Click the hamburger menu, select Service, then click All Projects.Use the brand dropdown to switch between brands.Use the status dropdown to view projects by status:StatusMeaningAllSee all projectsCompletedSee completed projectsFuture WorkProjects that aren't ...

Creating ShiftsClick the hamburger menu, then Admin, then Settings.In Settings, go to Shifts.Add shifts based on: name, type (Typical, Vacation, Sick, Holiday, etc.), department, start time (including incentive hours, if applicable), and season.Mark the shift ...

Making a TicketFrom the OfficeTwo ways: from the customer's account, or from the Work Order button on the board. Work Orders are only handy if you know the technician, the date, and time. Best practice: create it from the customer's account. This shows visit h...

Fuel Pricing BasicsPricing begins with the selected fuel and pickup terminal. Review the current effective price before building or dispatching the day's routes. A new price entry takes over until the next entry occurs.TermWhat It MeansTerminalThe in-house or ...

A route identifies the driver and truck. A staged load organizes the pickup and planned stops before the load is assigned to that route.A. Create the RouteOpen Fuel, then Routing.Select the fuel type being routed.Set the routing date for the work being planned...

Review and Price DeliveriesPricing review normally happens after routing and before the driver leaves. This places the expected price information on the delivery ticket and gives the office a final chance to catch account or quantity issues.Open Fuel, then Del...

Driver Workflow and Delivery ExceptionsThe mobile workflow connects the assigned load back to office review. Exact options depend on the driver's permissions, the truck, the meter connection, and company procedure.Typical Driver FlowOpen the assigned fuel load...

Create and Post Fuel InvoicesReturn to Fuel, then Deliveries, and open the completed delivery date or range.Filter by fuel type and/or route when helpful.Confirm delivered gallons, the related ticket information, and any exception notes. Correct supported data...

Open Fuel, then Inventory, to review company-configured fuel inventory. The dashboard can summarize fuel quantities, vehicles, terminals, low-stock information, and scheduled activity.Vehicles and containers: Review truck capacity, named containers or compartm...

StageDaily Check1. PriceConfirm fuel, terminal, current effective price, margins, and applicable customer indicators.2. RouteSet date and fuel; create the route; assign the correct driver and truck.3. StageSelect terminal and load number; add stops and request...

My TimeOn your iPad or phone, open the Kozy App.Sign into your personal account.Go to the orange My Time button to clock in.At the top of the screen your name will be listed. Click the blue Clock In button to clock in.Underneath is your clock-in history. You c...

ServiceIn the app, select Service.Click the service list icon (top left corner) to view your appointments for the day.Next to that is the person with a "+" icon, used to search for a customer if needed.The car icon starts your route navigation for the day, beg...

Driver NavigationOn your iPad or phone, open the Kozy App.Sign into your personal account.Clock in if applicable to your company.If making fuel deliveries, select Fuel.Click the checklist icon (top left) to check in your truck for the day:Note the beginning-of...