Locksmith
Locksmith: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Night emergency calls stay in a notebook, so who went and what was collected cannot be tracked.
- No identity-verification record is kept for door openings, so security liability cannot be proven.
- Master-key system projects are run in spreadsheets, so cylinder and key hierarchies get muddled.
- Cylinders, cores and keys are not deducted from stock, so shortages are noticed too late.
Workflows
From emergency call to collection
- The emergency call is logged with address, job type and urgency; the nearest technician is assigned.
- Before opening the door, the identity-verification record is added to the work order.
- The work order closes; the cylinder and parts used leave stock and payment is collected.
Master-key system project
- The master-key project is opened with building, door list and authorization hierarchy.
- The cylinder and key plan is turned into a quote and bill of materials.
- Installation completes on a work order; the key handover record stays with the customer.
Documents
- Emergency service work order
- Identity-verification record
- Master-key system plan
- Key handover record
Reports
- Emergency calls and response times
- Identity-verification record listing
- Master-system progress by project
- Cylinder and part stock status
Metrics
- Emergency response time
- Average revenue per call
- Identity-record completeness rate
- Part stock turnover rate
Compliance
- Business opening and operating licence
- Identity-verification duty for door-opening jobs
- Vocational qualification certificate (locksmithing)
Glossary
- Master key
- A project record holding the door and authorization hierarchy
- Cylinder
- A lock-core item tracked by deduction from stock
- Identity verification
- A security-evidence record attached to the work order
- Key handover record
- A signed document proving handover
FAQ
Can I record night calls?
Yes — the call is logged with time and technician, and payment attaches to the work order.
Can I prove identity verification?
Yes — the identity record taken before opening is stored on the work order and reported.
Can I manage a master-key project?
Yes — the door list and authorization hierarchy live in the project record and installation is tracked by work order.
Can I track cylinder stock?
Yes — the cylinder and parts used are written to the work order, leave stock and trigger a low-level alert.
Can I see profit per call?
Yes — labor and part costs accumulate on the work order and are compared with revenue.
