The operator-level how-tos for KozyOps live in our docs at docs.kozyops.com. Driver workflows, dispatcher screens, AR procedures, admin setup. This page is the curated front door.
By role
Dispatchers
- Board, the dispatch board
- Driver List, building and managing routes
- Map, zone and route mapping
- Customer Account, pulling a customer record
See also: /solutions/dispatchers/
Drivers and technicians
- Mobile App: Kozy Serviceman for iOS, the app overview
- Fuels, driver workflows, metered and manual delivery, QR scanning
- Servicemen, service-job workflows
- My Time, clock events
See also: /solutions/drivers-technicians/
Accounting and AR
- Billing, billing setup and runs
- Invoices, invoice management
- Reports, accounting reports
- Admin, admin / settings
See also: /solutions/accounting/ and /payments/
Owners and admins
See also: /solutions/owners/
By module
- Account Search: find a customer
- Admin: platform settings, roles
- Billing: billing runs, AR
- Board: dispatch board
- Changelog: release notes
- Customer Account: the customer record
- Driver List: route management
- Employees: staff management
- Exchange: propane tank exchange
- Fuel Systems: tank and equipment records
- Fuels: driver / delivery workflows
- Invoices: invoicing
- Map: geography
- Meters: tank monitoring
- Mobile App: KozyServiceman iOS
- My Time: clock events / timekeeping
- New Customer: customer onboarding
- Projects: multi-visit jobs
- Reports: reporting
- Search: search
- Service: service jobs
- Servicemen: technician workflows
All of these are books in docs.kozyops.com. Some require a customer login.
Note on access
Some operator guides live behind a customer login. If you’re not a customer yet and want to see how a specific workflow operates, request a demo and we’ll walk you through it.