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Employee Management

Employees

Managing your employees access to Kozy is important. Here are all the articles you may need for building out your Employee Management. On the Employee Management landing screen you can select Show Active Only to view only Active Employees or filter the view b...

Adding Employee
fire employee
staff photo

Payroll

Employees

Kozy's Payroll system and ability to track clock ins/outs allows you to use our software for payroll.  We have the ability to connect to ADP's API. If this is of interest to you and was not previously discussed please reach out to support@kozyops.com for ne...

Delivery Strategies

Fuel Systems

Login, Home, Settings and QR code

Mobile App

Fuel

Mobile App

Oil & Propane Deliveries

Price Charts

Fuels

Adding Price Chart  Open Service Board menu - Fuel - select Price Charts Select the Fuel type, Terminal and date range you wish to look at. Select Add New when you are on the correct fuel/terminal. Complete all the required fields for the system to calcu...

Deliveries

Fuels

To get to this area open the menu - select Fuel - select Deliveries. 

Routing

Fuels

Prerequisites: Drivers have been entered into Employee Management  You have a current/valid Price Chart Terminals have been added in Settings Vehicles have been added in settings  To get to Routing: Main Menu - Fuel - Select Routing You will alway...

Servicemen

Mobile App

Conducting a Service Order

Account Search

Search

New Customer

Search

Overview

Customer Account

Billing

Customer Account

Communications

Customer Account

Service

Customer Account

Fuel

Customer Account

Propane Exchange

Customer Account

Customer

Customer Account

Employee Management

Admin

Payroll

Admin