Add Customer Records

Building Your Customer Database

Your 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 future calls. KeyBolt makes it easy to build this database gradually as you work.

Creating a New Customer

1. Go to the Customers tab.
2. Tap Add Customer at the top of the list. On a narrow phone screen it shows as just a +. You can also tap the + button in the corner of any screen and pick Add Customer.
3. Fill in the customer details:
   • Business name and Contact name: two separate boxes. You need one of them, not both. A company goes in under the business name with nobody named.
   • Phone (required): 10 digits. Used for SMS features like "On My Way" and invoice delivery on KeyBolt Pro, and for clickable call links on Basic. There is a separate Ext. box for a business line.
   • Billing address, city, state and ZIP (required): where the bill goes. The job sites you work at go in Service locations further down the customer's page.
   • Email: used for email invoices and receipts.
   • Notes: anything else worth remembering: gate code is 4521, has two dogs, prefers calls after 9am, back door is the main entrance.
   • Phone, primary contact number. Used for SMS features like "On My Way" and invoice delivery on KeyBolt Pro, and for clickable call links on Basic.
   • Email, used for email invoices and receipts.
   • Address, their primary location. Helpful for dispatch mapping and location history.
   • Notes, anything else worth remembering: gate code is 4521, has two dogs, prefers calls after 9am, back door is the main entrance.
4. Tap Save.

Locksmith-Specific Fields

Below the standard contact info, you'll find fields built specifically for locksmith work:

• Key codes, add multiple key codes per customer. Each entry can have a label (e.g., "Front door," "Mailbox," "2019 Honda Civic"). Key codes display in monospace font for clear reading.
• Bitting data, the actual cut depths of keys. If a customer calls needing a duplicate and you have their bitting on file, you can cut the key before you even arrive.
• Safe combinations, stored with the same security as other sensitive data. Only your organization's members can view these.
• Vehicles, add make, model, year, and VIN for each vehicle. When an automotive lockout call comes in, you'll know exactly what blanks and tools to grab.
• Service locations, the job sites you actually work at, saved under the customer and separate from the billing address. Each one carries its own key codes, bitting, safe combinations, masterkeying notes and rekey schedule. Every customer gets this, not just property managers. See Save a customer's job sites.

Searching Customers

The customer list has a search bar at the top. It looks at the contact name, the business name, the email and the phone number, including any extra emails and phone numbers you saved on the record. It does not search addresses, so search by name or phone. Type any fragment and results appear instantly. You can also search from the job creation flow, if a customer calls, you can find them in seconds.