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Employee Management
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...
Payroll
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
Login, Home, Settings and QR code
Fuel
Oil & Propane Deliveries
Price Charts
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
To get to this area open the menu - select Fuel - select Deliveries.
Routing
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
Conducting a Service Order