KeyBoltGetting Started
Set up your account, add services, and create your first job.
Create Your AccountGetting started with KeyBolt takes less than two minutes. Head to keybolt.tech/signup in your phone or desktop browser and fill in the following:The KeyBolt App for iPhone, iPad, and AndroidKeyBolt has a free app for iPhone, iPad, and Android. On an iPhone or iPad, open the App Store. On an Android phone, open Google Play. Search for KeyBolt Mobile. On your home sc...When the App Asks You to UpdateNow and then the KeyBolt app shows a screen that says Update KeyBolt and tells you the version you have is no longer supported. The app will not open until you update.Finish Setting Up Your ShopAfter you confirm your email, KeyBolt walks you through eight short screens.Find a Job, Bill, Customer, or Old ConversationUse the page's search to find work by its customer, address, name, or number. On a computer, Command-K on Mac or Ctrl-K on Windows opens the shop-wide search for records, pages,...Set Up Price ListsA price list holds the lines you bill most, like "Lockout service call" at $125. When you create a job, pick one under Service and its lines go on the bill. You go from a custom...Add Your First CustomerOpen Customers and tap Add Customer (a + on a narrow screen). Choose Business or Person, enter their contact and billing details, and save. Use the same customer again when they...Send Your First InvoiceOpen your completed job and tap Send Bill or Send Invoice. Review the charges already on the job, choose how to deliver the bill, and send it. The customer gets a payment link w...
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