Let Customers Handle Routine Work.
Every balance call is time dispatch cannot spend on urgent tanks, live routes, and service issues. KozyOps gives customer-experience teams one place to manage the portal, SMS threads, contact forms, and routine inbound.
The customer portal is built into KozyOps: same database, same customer record, same rules. Customers self-serve, and the desk gets fewer routine calls.
What Customers Can Do Without Calling
See Their Account
Balance, recent deliveries, service visits, and site equipment, read-only behind the portal login.
Pay a Bill
Pay with a card on file or a new card. Will-call payments and invoice payments flow through Kozy Payments into the ledger for AR to see in real time.
Request a Delivery
Customers request delivery online. Dispatch sees it in the will-call queue, with optional payment at request time.
Book a Tune-Up or Service Call
Customers book from real service availability. The job lands on the tech’s schedule.
Contact the Office
Contact forms, service-message threads, and uploaded photos stay tied to the customer record.
Reset Their Own Password
Forgot-password and change-password flows are built in.
What You Control
- Branding, per brand. Portal URL, logos, favicon, support contact, company name, and Service Plan PDFs. Multi-brand operators get a separate portal per brand under the same back office.
- Payment surface. Portal payments run on Kozy Payments.
- Availability. Tune-up booking only shows configured service windows.