KeyBoltJobs & Dispatch
Scheduling, field work, return visits, and counter drop-offs.
Follow Linked Work and Its HistoryA job, its Colabs, estimates, and bills can be linked so your crew can follow the whole piece of work. Open the linked record from the job, customer, bill, or conversation. Thei...Set Up Your Shop's Job ListsThe owner manages Job types, Service areas, Ad groups, and External companies in Settings > Job lists. These choices describe the work; prices live in a separate price list.Create a New JobOpen Create Job from the Jobs page, the + menu, or a Colab. The form is one page with Client Details, Service Location, Job Details, Schedule, and Extra Info. Fill in what you k...Emergency Dispatch for LockoutsLockouts are your bread and butter, and they're always urgent. A panicked customer locked out of their car in a parking lot doesn't care about your scheduling workflow. They nee...Job Status WorkflowA job's status tells the crew and office where the work stands. Use the action shown on the job, then check that it saved. Shops using the Dispatch board can use their own statu...Plan and Run the Day in DispatchDispatch is the web workspace for planning your crew's day. The owner turns on Dispatch board in Settings > Features. Staff also need permission to open Dispatch. Use a browser...Set Arrival Windows and Check Drive TimeAn arrival window is what you promise the customer. The work estimate is how long you expect to be busy after arriving. Set both when scheduling in Dispatch; a two-hour arrival...Put Work on Hold and Book a Return VisitUse On hold when a trip ends but the job needs another visit, such as waiting for a part. Book the return on the same job so the earlier trip's crew and actual times stay in its...Set Up Job Statuses and Completion ProofWith Dispatch board enabled, the owner can set up the shop's job statuses in Settings > Job statuses. Give each status a clear name and choose what it does. The name alone does...Track Counter Drop-offsUse Counter drop-offs for locks, keys, or safes customers leave at your counter. Track the claim number, shelf spot, item photo, and pickup stage on one job. The owner turns it...Send an Appointment ConfirmationUse Send confirmation on a scheduled job to tell the customer when you are coming. Email works on Pro and legacy Basic subscriptions. Text needs KeyBolt Pro and a ready shop lin...Text Job Details to a TechOn KeyBolt Pro, use Text job on the web job's Team card to send the job details from your shop line to a tech's saved cell number. This is separate from assigning the job and it...Find Jobs on the Map and Plan a RouteOpen Map to see jobs with usable map locations and plan the order of stops. On the phone, Map is under More. Map pins show job locations, not live tracking of your techs.Put More Than One Tech on a JobA big rekey or a commercial install often takes two people. Open the job and use the Team section, just under the assigned tech. Every job has one primary tech, marked with a st...Manage Price ListsA price list holds the lines and prices for a service you sell, like "Commercial Lockout". Pick it under Service when you create a job and its lines go on the bill. Price lists...Add Photos to a JobA photo of the damaged frame before you touched it, or the finished install after, is the cheapest insurance in this trade. When a property manager asks six weeks later what the...Using the App With No SignalBasements, elevator lobbies, parking garages. The KeyBolt app is built for it. Your jobs are copied onto the phone, so they open with no signal at all.Set Up a Repeat JobSome jobs repeat on a clock: quarterly lock checks at an office park, an annual rekey of the common areas, a lock service every six months. A recurring job tells KeyBolt to put...
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