KeyBoltCustomer Management
People, businesses, parent accounts, job sites, and secure key records.
Choose Who Gets a Customer's BillsSet Who pays the bills? on a customer's edit form so new bills start with the right payer. The payer can differ from the person who requested the work, the contact on a job, and...Add Customer RecordsUse one saved customer for each person or business you serve. Open Customers > Add Customer, choose Business or Person, fill in the details, and save. Owners, managers, dispatch...Group Customers Under a ParentUse a parent customer when branches, properties, or departments need their own customer records under one account. For several addresses on one customer, use Service locations i...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...Find Keys and History for an AddressOpen the customer's Service locations and choose the exact address before reading or saving keys and repair history. One business can have several buildings with different locks...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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