Property Manager Tracking

Your Biggest Repeat Customers

Property 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 installs, and access control work. KeyBolt's property manager features help you manage these relationships and never miss a billable opportunity.

Marking a Customer as a Property Manager

1. Open the customer's profile.
2. Toggle the Property Manager flag to on.
3. Tap Save.

This unlocks the property management section on their profile, where you can add and manage individual properties.

Adding Properties

Under a property manager's profile, you'll see a Properties section. Tap "+ Add Property" to add:

• Property name — a recognizable label (e.g., "Oakwood Apartments," "123 Main St Office Complex").
• Address — the property's physical location.
• Unit count — number of units (for apartments/condos). Useful for estimating rekey scope.
• Notes — access instructions, master key system details, preferred hardware brands, site contact info.
• Last rekey date — when the property was last rekeyed. This drives the rekey cycle reminder system.

Rekey Cycle Reminders

Many property managers have a rekey policy (e.g., every unit gets rekeyed on tenant turnover, or all common areas rekeyed annually). KeyBolt tracks rekey cycles per property:

• Set a rekey interval (e.g., every 12 months) on each property.
• KeyBolt tracks the last rekey date and calculates when the next one is due.
• You receive an alert when a rekey is coming due — giving you a reason to proactively reach out to the PM and book the work.

Property Manager View

When you open a property manager's customer page, you get a consolidated view of:

• All properties under their management
• Service history across all properties — every job you've done for this PM, sorted by date
• Outstanding invoices for this PM
• Upcoming rekeys — properties where the rekey cycle is coming due