KozyOps / Solutions / Dispatch Desk
01 / Dispatch Desk

KozyOps for the Dispatch Desk

Build routes, work will-calls, schedule recurring deliveries, and manage holds from a shared dispatch desk with hand-off and supervisor visibility.

Two dispatchers reviewing a route at a desk with a wall map behind them.

A Dispatch Desk, Not a Dispatcher.

Dispatch is a team desk: multiple seats, a supervisor, hand-offs, lunch coverage, and queues that keep moving. KozyOps gives the desk a route board, will-call queue, and one customer record shared by the office, truck, and AR.

What the Desk Does

Build and Manage Routes Across Multiple Depots

Build routes across propane, oil, kerosene, diesel, blends, and other fuels. Each fuel keeps its own route flow because metered oil delivery is not the same as a propane tank exchange. Sequence stops, hand the route to the driver’s iPad, and filter by depot when you run more than one. Routes are managed in the app today.

KozyOps oil deliveries screen showing route delivery stats, pricing, margin, gallons delivered, ticket controls, and delivery status.

Work the Will-Call Queue as a Team

A customer calls for 100 gallons next week. Any dispatcher can add the will-call, collect payment if needed, and leave it in the shared queue. After hand-off, the next seat sees the same work.

A tablet on a truck dashboard at dawn with a coffee cup and frost on the windshield.

Calendar Schedules at Fleet Scale

Set auto-delivery every 28 days, every six weeks, or by season. Degree-day forecasting and K-factor drive delivery windows for monitored tanks. When a window opens, the customer surfaces on the right depot board.

Holds, with an Audit Trail

Put credit holds, winter holds, and temporary pauses on the customer record. The schedule stops surfacing them, and the change is logged. Lift the hold when they are back.

Customer Outreach and Tasks for the Desk’s Shared Queue

Tag customers, assign follow-ups, and build reach-out lists that hand off cleanly between dispatchers.

Zones Across Depots

Map delivery and service zones to your depots. A customer’s zone controls which routes, techs, and depot queues they fit into. HOD compliance is carried per brand and depot.

KozyOps oil routing map showing routed delivery stops, route path, load details, and customer stop sequencing.

Hand-Off to AR

The ledger card created when a delivery posts is the same card AR closes from. Holds, will-call payments, and delivery confirmations flow into the ledger in real time, so month-end does not start with a stack of missing dispatch notes. See the AR side and Kozy Payments for why card-to-ledger integration changes the AR team’s week.

What It Looks Like on the Truck

The driver sees the route on the iPad, taps a stop, and records gallons or metered delivery. The service tech sees assigned jobs, site equipment, customer history, and notes. Both clock in through My Time, and the desk sees their updates in real time.

Inside the Field Crew

Ready to Run a Tighter Operation

See KozyOps on your own data.
30 minutes. No slides.

Bring a route, customer card, or deposit reconciliation. We’ll walk it through in a demo tenant in 30 minutes. No slides.