Add Your First Customer

Creating a Customer Record

Keeping customer records in KeyBolt means you'll never lose a phone number, forget a key code, or have to ask "have we been here before?" Open the Customers tab and tap Add Customer to get started. On a narrow phone screen that button shows as just a +.

Required and Optional Fields

KeyBolt asks for a name, a phone number, and a full billing address (street, city, state and ZIP) before it will save a new customer. Everything else is optional.

• Business name and Contact name, two separate boxes. One of them is enough. A company can go in under the business name with no person named at all.
• Phone, required, 10 digits. Used for SMS like "On My Way" texts and invoice delivery. There is a separate Ext. box for a business line.
• Billing address, city, state and ZIP, required. This is where the bill goes. The job sites you actually work at are saved further down the customer's page.
• Email, optional. Used for emailing invoices and payment receipts, and it is what a customer needs before you can give them a portal login.
• Notes, optional. Anything you want to remember: gate codes, dog warnings, parking instructions, preferred contact times.

• Phone, primary contact number. Used for SMS notifications like "On My Way" texts and invoice delivery.
• Email, used for emailing invoices and payment receipts.
• Address, the customer's primary location. Useful for mapping dispatch routes.
• Notes, free-text field for anything you want to remember: gate codes, dog warnings, parking instructions, preferred contact times.

Locksmith-Specific Fields

This is where KeyBolt stands apart from generic CRM tools. Each customer record has dedicated fields for:

• Key codes, store multiple key codes per customer. Displayed in monospace font for easy reading. You'll never need to dig through a spiral notebook again.
• Bitting data, the actual cut depths for keys. Separate from key codes (a key code is a reference number; bitting is the physical cut pattern).
• Safe combinations, stored securely. Only your organization can access these.
• Vehicles, make, model, year, and VIN. Essential for automotive lockout work so you know what tools and blanks to bring.
• Service locations, the branches and job sites you get sent to, saved once so dispatch can pick one. Every customer has this.
• Contacts, the other people on that account (the super, the office manager, whoever pays). Every customer has this too.
• Rekey Properties, buildings you manage keys for, each with its own rekey-due date. This one appears once you turn on the Property Manager flag below.

Property Manager Flag

If a customer manages multiple properties (apartment complexes, commercial buildings, rental homes), toggle the Property Manager flag on their profile. This unlocks additional features like property tracking, rekey cycle reminders, and the ability to view all properties and their service history from a single page.