Key and Master Key Records
Key codes, master key systems and authorized people on each account, with restricted access.
Industry CRM · Built in Calgary
CRM and Dispatch System for Locksmith Companies
Every call becomes a customer record and a job with an address, a technician, photos, a price and a paid invoice, so nothing depends on memory or a whiteboard.
Open jobs11
Techs on the road4
Unpaid invoices3
Dispatch board
Lockout · residentialNW · 8 min awayTech 2en route
Rekey 4 doorsSE · scheduled 2 PMTech 1assigned
Commercial closer repairDowntown—new
Car key programmingNE · on siteTech 3working
On shift6
Jobs today31
Avg. arrival, min22
Technicians
Tech 1SE · rekeyNext at 2 PMbusy
Tech 2NW · lockout8 min awayen route
Tech 3NE · car keyOn siteworking
Tech 4DowntownFree nowfree
Key records862
Master systems37
Authorized contacts148
Key records
Maple PlazaMaster key system42 doorsrestricted
Riverside CondosMaster key system40 unitsrestricted
Alex M.Key code on fileFront dooron file
Jordan K.Car key record2 keyson file
Customers1,248
New this month37
Business accounts64
Customer list
Alex M.Residential · 3 jobsLast weekactive
Maple PlazaBusiness account12 doorsaccount
Jordan K.Automotive · 1 jobTodayon site
Riverside CondosBusiness account40 unitsaccount
Calls today26
Answered, %96
Became jobs18
Latest calls
Lockout, 2 kids inside2 min agoUrgentdispatch
Rekey after move-in14 min agoBookedbooked
Lost car key31 min agoQuotequote
Office door closer1 hour agoBookedbooked
Sent this week21
Approved14
Waiting5
Open quotes
Safe openingSW · sent today$240waiting
Master key systemMaple Plaza$1,850approved
Smart lock installNW$420approved
Rekey 12 unitsRiverside Condos$780new
Paid this week, $12,640
Paid on site31
Unpaid3
Recent invoices
Lockout · residentialAlex M.$145paid
Master key systemMaple Plaza$1,850due
Car key programmingJordan K.$310paid
Rekey 4 doorsTaylor B.$180paid
Jobs this month318
Avg. arrival, min22
Repeat customers, %41
Jobs by month
JanFebMarAprMayJun
Overview
Made for the way locksmith company businesses work
A locksmith company lives on fast response. Lockouts, rekeys, commercial hardware and safe work all start with a call, and the office has to capture the details, choose the right technician and keep the customer informed. When that runs on paper notes and text messages, jobs get lost, repeat customers are not recognised, and invoices go out late or not at all.
We build a CRM for locksmith companies that keeps every customer and follows each job from the first call to the final payment. The office logs the call, assigns a technician, and the technician sees the job on a phone with the address, notes and the customer's contact details. Photos, parts used and the customer's signature are added on site, and the invoice is ready before the van leaves.
Who it is for: Residential, automotive and commercial locksmith companies with an office and one or more service vehicles.
Features
What the locksmith CRM can include
Business Accounts
Property managers and companies with several sites, doors and approved contacts.
Van Stock
Track locks, cylinders and key blanks on each van, and see what needs reordering.
Calls and Customers
A quick intake form that finds returning customers and captures the address, job type and urgency in seconds.
Dispatch Board
Open jobs and technicians in one view, so the office assigns the right person with one click.
Technician Job List
Each technician gets their jobs on a phone with directions, notes and the customer's details.
Photos and Signatures
Before-and-after photos, parts used and the customer's signature are saved to the job.
Quotes and Invoices
Send a quote for approval, turn it into an invoice and take payment on the spot or by link.
Owner Reports
Jobs by type, revenue by technician, repeat customers and unpaid invoices, ready for your bookkeeper.
FAQ
Locksmith Company CRM: questions
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Have a different question?Write to us and the answer comes from the people who would build your site.
Do technicians need to install an app?
TTTwo Trees Studio
No. The technician screens run in the phone's browser and can be saved to the home screen like an app.
Can customers see where their job stands?
TTTwo Trees Studio
Yes, if you want that. Customers can receive a text or email when a technician is assigned and on the way, and a link to approve a quote or pay an invoice.
Can website enquiries go straight into the CRM?
TTTwo Trees Studio
Yes. Quote requests from your website can create a customer and a job in the CRM automatically, so the office sees them alongside phone calls.
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See this CRMSee the Locksmith Company CRM in action
Book a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.