Recent Activity
Kozy Operations
User for 9 months
Created Content
Recently Created Pages View All
Creating a Service Ticket
Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description o...
Making a Delivery Request
Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm tha...
Creating an Annual Tune Up
Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel s...
Customer Account Onboarding
Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to...
Customer Account Overview / Editing
Customer Account OverviewThe customer account brings together contact, location, service, system,...