KeyBoltCustomer Management
Customer records, key codes, job sites, and the customer portal.
Add Customer RecordsYour customer list is one of the most valuable assets in your business. Every repeat customer, every key code, every property detail you record saves time and earns trust on fut...Save a Customer's Job SitesThe address on a customer's record is where the bill goes. Service locations are the job sites: the six buildings a property manager runs, the three branches of a store, the ren...Add the People at a Business CustomerA property management company is one customer with four people behind it: the super who lets you in, the office manager who calls, the accounts payable clerk who pays, and the o...Store Key Codes SecurelyKey codes and bitting data are essentially the "passwords" to your customers' homes, cars, and businesses. A leaked key code could allow someone to cut a working key without aut...Seeing Key Codes in the FieldKey codes, bitting, and safe combinations are never sitting in the open on a phone. In the KeyBolt app they stay hidden on the job until you tap to reveal them.Property Manager TrackingProperty managers are the backbone of a steady locksmith business. A single PM managing 200 apartment units might call you for 30-50 rekeys per year, plus lockouts, lock install...Import CustomersIf you have customer data in a spreadsheet, another CRM, or even exported from your phone contacts, you can import it into KeyBolt in bulk using a CSV file. This saves you from...Give a Customer Their Own PortalThe customer portal is a private, password-protected page where one of your customers can see their own invoices, pay what they owe, look at their job history, and send you a ne...Keep a Customer's Paperwork on FileCommercial work runs on paper: a certificate of insurance the property manager wants on file, a W-9 they need before they'll pay you, a signed agreement, a license, a photo of a...
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