01 / Operations Platform

Fuel marketing software, rebuilt for dealers who also run service.

Scales from a guy and a truck to a thousand-vehicle fleet across a dozen depots. KozyOps runs the back office, the field app, the customer portal, and the card processor. Any fuel you sell, any trade you also run, on the same trucks.

11tenants in production
1,847tanks monitored 24/7
Any fuel · any tradeone platform
Production
Customer roster available
on request.
Public references coming soon.
02 / Capabilities

One system. Two fuels. HVAC service. Customer portal.

KozyOps is deployed per tenant, with its own database, S3 storage, and feature flags. You learn one platform. Every capability listed below is shipping today.

001 / FUEL OPS

Degree-day forecasting that schedules the next delivery.

KozyOps pulls OpenMeteo weather every 30 minutes, applies per-customer K-factors, and tells your dispatcher who is due next. Baseload, propane, and oil each have their own window calculators. Calendar schedules support seasonal cadence.

Inside dispatch CRON · 30 MIN · ET
002

Tank monitoring, two adapters.

Otodata and Tank Utility supported natively. Sync every 15 minutes. Token refresh runs every four hours.

003

Service tickets and multi-visit projects.

HVAC heating and cooling. Photos, notes, equipment readings, parts. Multi-visit jobs roll up into one billable project.

004 / ACCOUNTING

Sage Intacct and QuickBooks at the ledger level.

The Sage Intacct integration runs deep: invoices, payments, deposits, AR, GL mapping. QuickBooks export is supported for shops on QuickBooks.

All integrations SAGE · QUICKBOOKS
005 / CUSTOMER PORTAL

Customers pay, schedule, and message themselves.

Bill pay, will-call payment, delivery request, tune-up self-booking, photo upload, contact, service messaging. Same data model as the office app.

Inside the portal 18 HANDLERS
006 / PAYMENTS

Kozy Payments. At-cost processing.

Built into the ledger, not bolted on. Partial-refund allocation and chargeback flow post directly. The result, not the headline: rates lower than third-party gateways usually charge.

Read the manifesto AT-COST · DAY ONE
007 / FUEL ASSISTANCE

LIHEAP and state assistance, first-class.

Authorizations, contracts, dashboards, third-party vendor pricing. Daily expirations and stale-price alerts run on cron. A real advantage in cold-weather states.

008 / FIELD

One iOS app. Two roles. One login.

KozyServiceman is the same app for drivers and technicians. Three sections: Delivery, Servicemen, My Time. QR scanning, photos, Bluetooth meters, offline-tolerant.

Roadmap · Q3 2026 →Mobile signatures, AI Route Generation, AI Ask, cylinder fills, and in-field tap-to-pay are on the public roadmap. They are not marketed as live until they ship.
03 / Solutions

Pick the function. See the slice of KozyOps that function touches.

Mid-market buyers navigate by function — which department signs off — not by role. Choose a tab; the panel swaps to the corresponding workspace.

The dispatch desk, the fleet, and the routes that come out the door.

Three or four seats coordinating year-round. Multi-depot route boards. Will-call queues that survive shift hand-off. KozyServiceman on the iPad in every truck. Calendar schedules and degree-day windows running across thousands of accounts.

  • Multi-seat dispatch desk with shift hand-off and shared queue
  • Calendar schedules with seasonal cadence (summer / winter / year-round)
  • Degree-day delivery windows for heating oil; tank-monitor sync (Otodata, Tank Utility)
Inside Operations
Route 04 · 14 May5 stops
Henderson, R DD · 187 DLV
Knight, Hoptown CAL · 09:10 ETA
Carrera, M W/C · paid? PEND
Pine Hill HOA DD · 142 DUE
Maple Diner EXCH · 2x100 RDY

Three surfaces, one product

KozyOps shows up differently for different people, because a dispatcher and a delivery driver and a controller don’t need the same screen. They do need the same data, the same audit trail, and the same source of truth.

The web back office

A dispatch desk with multi-seat coordination and shift-change hand-off. An AR team posting against a single ledger with segregation of duties enforced server-side. A controller closing the books at month-end with a deep two-way Sage Intacct push (or QuickBooks, your choice). A parts manager working real parts requests against multi-visit projects. A GM watching department-level KPIs from a configurable dashboard. Tour the back office

KozyServiceman on iOS

One app for every driver and every technician on your fleet. Three sections: Delivery, Servicemen, My Time. Capture deliveries on an oil or propane route, work a service job with photos and parts, clock in and out. The same app whether the driver is W-2 or 1099. No more juggling separate apps for separate roles. See the iOS app

The customer portal

Your customers log in, see their balance, pay a bill, request a delivery, or book a tune-up. They never call the office unless they want to, which keeps your dispatch lines open for the calls that actually need a human. See the portal

Why dealers pick us

We were built inside a working fuel-and-service operation, not in a vacuum. The product reflects that. We don’t ship features we haven’t lived with for a season. The same product runs a one-truck operator and a thousand-vehicle fleet across a dozen depots, because the data model and the API were built that way from day one.

  • Multi-tenant, deployed per dealer. Your data, your S3 bucket, your feature flags. No shared anything.
  • Multi-brand under one operator. Run two or three brands out of the same operation without doubling your headcount.
  • Eight built-in roles with server-side enforcement. SuperAdmin, Admin, Accounting, Office, PartsManager, Technician, Driver, Customer. Real RBAC, with segregation-of-duties on AR and AP. A driver can’t see the ledger because the API refuses, not because the menu is hidden.
  • Audit trails that survive a controller’s scrutiny. Record-level change logs and view logs across every resource. When the auditor asks who touched a deposit batch, the answer is on the screen.
  • Cold-weather native at fleet scale. Degree-day plans across thousands of accounts, winter rate logic, fuel assistance, calendar schedules. First-class, not bolted on.
Ready to run a tighter operation

See KozyOps on your own data.
30 minutes, real questions, no slides.

Bring a route, a customer card, last month's deposit reconciliation, anything you would like walked through inside KozyOps on a demo tenant.

Request a demo Open docs ↗