One Platform for Every Team.
KozyOps keeps dispatch, AR, service, customers, and leadership working from the same customer record, ledger, and audit trail.
Choose Your Team.
Each tab shows the workspace that team actually uses: dispatch, finance, customer experience, or leadership.
Run the Desk From One Queue.
- Multi-seat dispatch desk with shift hand-off and one shared queue
- Route planning across depots, fuels, delivery types, and schedules
- Degree-day delivery windows plus tank monitor sync
Dispatch sees routes, will-calls, depots, delivery windows, and field updates from one board, with Kozy Service feeding the office in real time.
Close Books From the Ledger.
- Kozy Payments posts payments, refunds, deposits, and chargebacks through the ledger
- Sage Intacct deep push, plus full accounting integration for QuickBooks shops
- Eight-level RBAC keeps AR, AP, payroll, and dispatch duties separate
Invoices, payments, deposits, refunds, chargebacks, and GL mapping stay tied to the customer ledger, with Sage Intacct deep push and full accounting integration for QuickBooks shops.
Let Customers Handle Routine Work.
- Online bill pay, will-call payment, and card-on-file support
- Tune-up booking tied to real service availability
- Twilio SMS and portal messages tied to the customer record
The portal gives customers a branded place to pay, request delivery, book tune-ups, upload photos, and message the office.
See Every Brand and Depot.
- Per-tenant database, S3 storage, and feature flags
- Eight server-side roles with segregation of duties
- Audit logs and record-level change history across resources
Owners and GMs get one operating view across teams, brands, depots, roles, records, and audit trails.
Dispatch sees routes and will-calls. AR sees the ledger. Field crews work from Kozy Service. Customers pay, book, and message through the portal. Same customer record, same data, same audit trail.
Different Screens. Same Record.
Each team gets the screen they need without splitting the customer record behind it.
Web Back Office
Dispatch, AR, AP, payroll, parts, service, and leadership work from the web back office. It runs on a per-tenant deployment with its own database, S3 storage, and feature flags.
Kozy Service iOS
Everyone in the field uses one app and one login for deliveries, service, and timecards. The field record updates the same customer record the office sees. Inside the Field Crew
Customer Portal
Customers pay bills, request deliveries, book tune-ups, upload photos, and message the office under your brand. The portal uses the same data model as the back office. Inside the Customer Experience
Kozy Payments
Kozy Payments is the first-party, built-in payment path wired through the ledger. Charges, partial refunds, chargebacks, and deposits stay tied to the customer record. How Kozy Payments works
Built Inside the Work.
Built inside a working fuel-and-service operation, shaped by winter work, and matched to how dealers run.
Give each team its own surface from one record: dispatch, AR, AP, payroll, service, parts, customer experience, leadership, and IT.
Deploy each tenant with its own database, S3 storage, and feature flags. Run a one-truck shop or thousand-truck fleet across twelve depots.
Enforce eight built-in roles server-side. A driver cannot see the ledger because the API refuses the request, not because the menu is hidden.
Give controllers the proof they need: Kozy Payments built in, Sage Intacct push, full accounting integration for QuickBooks shops, audit trails, and record-level change logs.
Handle cold weather: degree-day forecasting, K-factor, monitored tanks, fuel assistance, HOD compliance, and service on delivery trucks.
No slides. Just your operation.
Bring a route, customer card, or deposit reconciliation. We’ll walk it through in a demo tenant in 30 minutes. No slides.