The truck and the job site, on one iPad.
KozyServiceman runs on the iPad in every truck and every service van. One app, one login. The home screen is four cards: Fuel, Servicemen, My Time, Settings. Cards appear based on the role attached to the login, so a driver sees Fuel and a tech sees Servicemen, and the W-2 hand who does both in the same day sees both. Same database as the office. Different surface.
Fuel
For drivers running oil, propane bulk, or any other free-form fuel on the platform.
Driver Load View
The day starts here. Today’s Loads and Routes. Truck number, delivery date, Load ID. Metrics across the top: Estimated gallons, Delivered, Remaining stops, Revenue.
A Pre-trip Checklist Banner sits above the route until the driver completes it. Inventory, safety, mileage. Deliveries cannot start until the banner clears. BOD inventory, meter reading, and mileage go in at the start of the day. EOD inventory, meter, and mileage close it out. Pickups and Transfer handle leftover or excess fuel returned to a Terminal.
Delivery Card
One stop, one card. Customer Information with a tap-to-map. Ticket Notes from the office. Meter Section. Delivery Input. Driver Notes.
Two paths through the card, the office picks which based on the truck:
With Meter. Pair the LCR meter over Bluetooth or wired. Start Delivery streams live gallons. End Delivery prints a ticket through the in-cab printer and syncs the line to the back office without a tap.
Manual. Enter gallons, additives, flags. Pick a printer. Preview. Print. Sync.
Oil deliveries carry pricing, revenue, and HOD compliance fields. Propane deliveries carry tank-specific requirements and an optional QR validation against the cylinder or tank ID. Any free-form fuel configured in Admin shows up here with the right fields.
Offline
Cell signal is not promised on a back road in February. The app stores deliveries locally, marks them with a Sync Pending badge, and uploads when it has bars. The ticket prints either way.
Servicemen
For technicians. The Service Order is the unit of work.
Clock in to start the visit. The screen pulls the customer address, the concerns from the office, the service history on the property, and the equipment list. The tech documents three text fields side by side: Problem, Work Performed, Future Work. Photos attach to the order. The Equipment tab carries ATU and ACT readings, condition notes, parts swapped. Clock out closes the visit and the record syncs back to the office for invoicing and scheduling on the next pass.
The same Start-before-Notes rule from the web side applies here. The order matters. The audit trail proves it.
My Time
For everyone on the platform.
Clock in. Clock out. Lunch. Shift events for the day, the week. Same events the back office reads on its Admin Dashboard to flag a no-show or a late start (more than three minutes past shift start). One time record, one payroll source, no separate timecard app to reconcile.
Settings
Account. Password reset. Preferences for the device. A QR code sign-in flag as the backup path for the driver whose typed password isn’t working at six in the morning.
What’s under the hood
- OpenAPI-generated SDK against the same Kozy API the back office calls.
- Offline-tolerant local store for deliveries and service orders.
- GPS and network monitoring built in.
- Bluetooth for paired LCR meters and printers.
- QR scanning for tank IDs, cylinder IDs, equipment tags.
- Photo capture attached to the ticket record at the API.
- TestFlight distribution via fastlane for in-flight beta builds.
On the roadmap, not yet shipping
Honest about what’s not in the app today:
- Mobile signature capture. Coming.
- In-app tap-to-pay. Coming. Cards today are taken in the office or through the customer portal.
- Field cylinder fills. Coming. Propane today is bulk delivery or tank exchange.
- Driver-office chat. Coming. SMS via Twilio is the channel today.
Who uses it
Drivers running oil and propane routes (and whatever other free-form fuel you sell). HVAC techs and any other trade your service department covers. The W-2 hand who drives oil in the morning and services a boiler in the afternoon. The 1099 contractor your office onboards for a week of overflow. Same app, same login, role-gated to what they’re supposed to see.
The back office side of this work lives in the web back office.