A Dispatch Desk, Not a Dispatcher.
Three or four seats covering the year, more at scale. A supervisor watching the board. A shift-change hand-off twice a day. A queue that does not pause when one seat takes lunch. The platform has to keep up with the desk, not the other way around.
KozyOps gives the desk a route board, a will-call queue, and one customer record. The office, the truck, and the AR team look at the same row.
What the Desk Actually Does in Here
Build and Manage Routes Across Multiple Depots
Any number of free-form fuels: propane bulk, propane tank exchange, heating oil, kerosene, diesel, blends. Each fuel has its own route flow because metered oil delivery is not the same as a propane cylinder swap. Build a route, sequence the stops, hand it off to the driver’s iPad. Filter the board by depot when you are running more than one. Routes are managed in the app today. AI-assisted route generation is on the roadmap.
Work the Will-Call Queue as a Team
A customer calls for 100 gallons next week. Any seat at the desk can take the call, drop the will-call on the queue, and the route board picks it up. The queue is shared, not per-seat, so the seat covering after a hand-off sees what the morning seat left. Will-call payments can be collected at the time of the call or after delivery.
Calendar Schedules at Fleet Scale
Set a customer to auto-deliver every 28 days, every six weeks, or on a seasonal schedule (summer, winter, year-round). Degree-day forecasting and K-factor drive automatic delivery windows for tanks you monitor. The schedule runs in the background across thousands of accounts. When the next window opens, the customer surfaces on the board for whichever seat is dispatching that depot.
Holds, With an Audit Trail
Customer on credit hold? Going out of town for the winter? Any seat can put them on hold, the schedule stops surfacing them, and the change is logged with the seat that did it. Lift the hold when they are back.
Customer Outreach and Tasks for the Desk’s Shared Queue
Tag a customer, drop a follow-up task, build a reach-out list. The layer the desk actually uses, with assignments that hand off cleanly between seats.
Zones Across Depots
Geographic zones for delivery and service, mapped to your depots. A customer’s zone drives which routes and which techs they fit on, and which depot’s queue they land in. HOD compliance carried per brand, per depot.
Hand-Off to AR
The ledger card the desk creates when a delivery posts is the same card AR closes the day on. Holds, will-call payments, and delivery confirmations all flow into the ledger in real time, which means month-end close does not start with a stack of things the desk forgot to tell accounting. 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
A driver picks up their loaded truck, sees their route on the iPad, taps a stop, records gallons or metered delivery. A service tech sees their assigned jobs, the equipment on site, the customer’s history, and any notes. Both are clocked in via My Time. The desk sees everything they record, in real time, from any seat.
Inside the field crew workflow
Coming Soon
A few things growing dispatch desks ask about that are not in the product today. We would rather list them than gloss over them.
- AI route generation: coming.
- In-app driver chat: drivers and office talk via SMS (Twilio) or phone today. An in-app channel is coming.
- Cylinder fills in the field: the propane workflow today is bulk delivery or tank exchange. Field cylinder fills are on the roadmap.