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 Rekey Properties section. Add each property with:

• Property name, a recognizable label (e.g., "Oakwood Apartments," "123 Main St Office Complex").
• Address, the property's physical location.
• Notes, access instructions, master key system details, preferred hardware brands, site contact info.
• Last rekey date, when the property was last rekeyed.
• Rekey interval, how many months between rekeys.

Rekey Cycles

Many property managers have a rekey policy (e.g., every unit gets rekeyed on tenant turnover, or all common areas rekeyed annually). Give a property a last rekey date and a rekey interval in months, and KeyBolt works out when the next one is due.

When that date passes, a red Rekey Due badge appears on that property, on that customer's page.

Property Manager View

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

• All properties under their management, each with its rekey status
• Service history across all properties: every job you've done for this PM, sorted by date
• Outstanding invoices for this PM