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Overview This guide explains how to create and edit service locations for customers in the Kozy system. Locations represent physical addresses where services are performed. Each location can be linked to multiple customers with different relationship types (ho...

Calendar scheduling allows you to set up automatic delivery requests for your customers based on recurring patterns. When you post an invoice for a fuel delivery, the system automatically creates the next delivery request based on the schedule you've configure...

What are Promotions? Promotions allow you to offer discounts or apply surcharges to customer invoices automatically. Once configured, promotions are applied when invoices are created, helping you run marketing campaigns, seasonal pricing, or loyalty programs w...

This guide walks you through creating a new customer from search to first location setup. It matches the in-app flow used by customer service and onboarding teams. A Customer can also be added through the Onboarding Process as well. Quick flow Start on Search...

Introduction Services refers to account-level Products and Service Plans that apply to a specific Customer and Location (e.g., service plans, fuel delivery, service contracts, etc). What a “Service” is here A Product/Service Plan record associated with a Cus...

This guide explains how to edit an existing system using the Edit System dialog and what each field and setting controls. Prerequisites The system exists and you have permission to modify it. You are on the Customer Dashboard with the Location selected. Edi...

Window strategies determine how deliveries are estimated and scheduled by selecting the calculation method used for each system. The window strategy is configured in the system edit dialog and determines which approach is used to trigger deliveries. What are ...

Tank monitoring systems use IoT devices to track fuel levels in real time. This guide explains how to link monitors to equipment, view monitor data in the app (Systems carousel), and use monitor data for delivery scheduling. What is tank monitoring? Tank moni...

The degree day system predicts heating fuel consumption based on outdoor temperature. It's commonly used for automatic oil delivery scheduling to estimate when a customer will need a refill. What is a degree day? A degree day measures heating demand: Heating...

Calendar Scheduling Guide Calendar scheduling creates time-based recurring delivery requests based on configured rules. This guide explains how to set up, manage, and use calendar schedules within the system dialog. What is calendar scheduling? Calendar sched...

This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipment represents physical components like tanks, regulators, filters, and other equipment. Key concept: You can add multiple tanks to a system when they share the sa...

A system represents a group of equipment that all share the same fill connection (the same delivery fill). For example, multiple manifolded tanks feeding the same appliance belong to one system. This guide shows how to create a system and configure its deliver...

Overview Account Search helps you locate customer records by any identifying detail such as name, account number, email, phone number, or address. The page is split into two primary sections: Search Panel at the top for entering search terms. Search Results b...

Introduction This guide explains how to navigate the service job list, open individual service visits, and work inside each tab. It is written for field technicians and dispatchers who manage day-of service work in Kozy Web. Getting to the Service Job List Op...

Introduction The quote module streamlines how sales and service teams build, share, and track customer proposals. This guide explains how to create proposals, manage their content, control customer visibility, and administer quote templates and settings. Overv...

Introduction The Employee Management page can be used to add a new employee to the system or edit a current one. To reach the Employee Management page, click on The Admin dropdown on the side menu then click on Employee Managaement. Clicking on the three bars ...

Introduction The Billing section of the Customer Account is where all information regarding customer billing can be seen. This includes a balance overview, a section for Autopay, any recent trasactions that have been made on the account and any subscriptions t...

Overview The Customer Account Page is where you can access all information on The Customer. See Account Search on how to reach Customer Account page. The page will start off by showing an image of the customer home followed by Customer information, Account Num...

This directory contains comprehensive guides for managing customer systems, equipment, and delivery window strategies (delivery estimation methods). Core System Management Adding Equipment Learn how to add tanks, boilers, furnaces, and other equipment to a sy...

A system represents a group of equipment that all share the same fill connection (the same delivery fill). For example, multiple manifolded tanks feeding the same appliance belong to one system. This guide shows how to create a system and configure its deliver...