A locksmith CRM that dispatches the lockout and keeps the records you will be asked for years later.
A locksmith's day is fast tickets on the road, and the business behind it is records: who was let into what, with what proof, which keys exist for which door, and what each commercial account's master system looks like. Generic field software handles the first and has nowhere safe to put the second.
Dispatch on the road, records that last for years
The lockout side of the business is dispatch. Calls arrive from a parking lot, a porch or a storefront, and the question is which tech is closest, who is on call, how soon they can be there and what the caller was told about the price. The job needs to reach the tech's phone with the address, the situation and the quoted range, and the customer needs a text with an arrival time and the tech's name. That part is a dispatch board with locksmith rules on it.
The record side is what makes a locksmith different from a plumber. Every lockout and every car key job should record what proof was checked and how, because the day someone claims your tech opened a door for the wrong person, that log is your answer. Every rekey leaves you holding information about a lock: the keyway, the pinning, the key count. Every commercial account builds into a master key chart that a competitor or a burglar would love to see. That data has to live somewhere with restricted access and an access log, and it has to survive a tech leaving.
Car keys add a third layer: the vehicle's year, make, model and key type, whether a working key existed, the programming tool used and any notes from the automaker's code process, so the second fob for the same car takes half the time and a fleet account gets consistent work from every tech.
What a locksmith CRM has to hold
If any of these is in a notebook in the van, you cannot answer the question when it is asked.
A dispatch board ranked by urgency and distance
Lockouts above planned work, anyone locked out with a child or pet inside at the top, each job showing the nearest available tech and the time quoted to the caller, with the on-my-way text sent from the board.
An ID and authorization log on every opening
What was checked (license matching the address, vehicle registration, a lease, a property manager's authorization), a photo where the customer agreed, the tech who checked it and the time. It is written before the invoice can close.
Key and lock records with restricted access
Keyways, pinning, key counts, keyed-alike groups and master key charts per account, visible only to the people you name, with every view logged, and exportable to the customer when they ask for their own records.
Car key jobs with the vehicle on record
The year, make and model, the key type, whether all keys were lost, the tool and the code source used, and the customer's proof of ownership, so repeat jobs and fleet work start from the last one.
Your price rules on the ticket
Service call, per-opening, per-cylinder, per-key and after-hours rates applied by the system, shown to the customer on the tech's phone and signed before the first pick goes in the lock.
Commercial accounts with recurring work
Property managers and businesses with sites, doors, scheduled rekeys at turnover, service agreements and monthly invoices, plus the authorized-caller list for each account so the dispatcher knows who may order a rekey.
How we build a locksmith CRM
We built the first version of this for our own service companies. Yours is shaped around your price sheet, your vans and the records your state and your insurer expect you to keep.
Your price sheet, built in
The service call, the opening, the cylinder, the key, the door and the after-hours rules from your price sheet, so every tech quotes the same total and the invoice matches what the caller heard.
A tech app that works without signal
Job details, the ID log, photos, the signature and the invoice all work in a parking garage or a basement and sync when the phone finds a tower.
Van stock by blank, cylinder and fob
What is on each van, drawn down as jobs close, with a restock list by supplier, so a tech does not drive to a car key job without the right blank.
A portal for commercial accounts
Property managers request rekeys and report lock problems from their phone, see the schedule and the invoices, and the authorized-caller list keeps anyone else from ordering work on their doors.
Owner reports
Openings per night, after-hours share, average arrival time by area, rekeys per account, car key jobs by make, and margin by job type, without a spreadsheet.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for locksmith, answered.
Is a custom CRM better than generic field service software for a locksmith?
The general products dispatch and invoice well, and some locksmiths are happy on them. What they lack is the ID log, restricted key records, the authorized-caller list and the price structure of this trade, which end up in notes and side spreadsheets. A custom build has those as first-class records and runs in accounts you own with no seat fee.
How are master key charts kept secure?
They live in a restricted part of the system that only the people you name can open, every view is logged with who and when, and the data is encrypted at rest. When a tech leaves, their access ends the same hour.
Can it import our customers and jobs from what we use now?
Yes. Customers, jobs, invoices and any lock or key notes come out of the old system, get mapped into the new records, and the old system stays readable until you are sure nothing is missing.
Does it work for a one-van shop?
Yes. The dispatch board is simpler with one tech, but the ID log, the key records, the price rules and the commercial accounts matter just as much, and the records are what a one-van shop sells when it grows or sells the business.
Can fleet and dealership accounts use it?
Yes. A fleet gets an account with its vehicles, the keys made for each, the programming notes and a monthly invoice, and a dealership's service desk can request keys through the portal.
Custom CRM for locksmith. Owned by you.
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