Save Key Code to Customer Profile
Capture and store key codes, key types, and lock details directly to customer profiles the moment a locksmith job is marked complete, creating an instant digital key registry.
When
Job Status Changed to Complete
Then
Key Data Saved to Customer Record
45 minutes daily
Time Saved
Zero duplicate key errors
ROI Impact
This automation captures key codes, bitting sequences, and lock specifications from completed locksmith jobs and automatically saves them to customer profiles, creating an instant digital key registry that eliminates manual data entry and enables faster future service.
How This Automation Works
Job Status Changed to Complete → Key Data Saved to Customer Record
Monitor Job Completion Events
System continuously monitors the job management platform for status changes, specifically watching for jobs marked as complete that include key cutting, rekeying, or lock installation services with associated key code data.
Extract Key and Lock Data
When a qualifying job completes, the system extracts all relevant information including key codes, bitting sequences, key blank manufacturer and type, lock brand and model, quantity of keys cut, service location, and any special notes or restrictions.
Format and Validate Information
Captured data is formatted according to industry standards, validated for completeness and accuracy, and enriched with metadata such as completion timestamp, technician ID, job reference number, and service type classification.
Update Customer Profile
The formatted key information is appended to the customer's profile in the management system, creating a chronological record of all keys created, with searchable fields for quick retrieval during future service calls or emergency situations.
Generate Confirmation Record
System creates a confirmation log entry documenting the successful save operation, including what data was captured and where it was stored, ensuring complete traceability and enabling audit compliance for locksmith licensing requirements.
How It Works
When a locksmith completes a service call involving key cutting, rekeying, or lock installation, critical information like key codes, bitting sequences, and lock specifications needs to be preserved for future reference. This automation instantly captures all key-related data from completed job tickets and saves it to the corresponding customer profile in your management system. By eliminating manual data entry and creating a searchable key code database, locksmith businesses can provide faster emergency service, reduce key cutting errors, and deliver superior customer support. The system maintains a complete history of all keys created for each customer, including timestamps, technician notes, and lock manufacturer details, ensuring your business has instant access to critical information when customers need duplicate keys or emergency lockouts.
The Trigger
Activates when a locksmith marks a service job as complete in the job management system, specifically for jobs involving key cutting, rekeying, or lock installation that contain key code information.
The Action
Extracts key codes, bitting sequences, lock types, and service details from the completed job ticket and appends this information to the customer's profile with timestamp, technician ID, and location details for future reference.
Common Use Cases in Locksmith
- Residential locksmith completes a rekey service and automatically saves all new key codes to homeowner profile for future duplicate key requests
- Commercial property manager requests master key system documentation, and all key codes from completed installation are instantly retrievable from tenant records
- Customer calls for emergency duplicate car key, and service advisor immediately accesses saved transponder code from previous job without needing original key
- Property management company acquires new building, and historical key data for all units is preserved in system for continuity during ownership transition
- Locksmith technician completes apartment turnover, and all new key codes for changed locks automatically populate property management system for new tenant
- Insurance company requests documentation of locks and keys for claim, and complete history with dates and specifications is instantly generated from customer profile
- Multi-location business needs duplicate keys for all branches, and master key system hierarchy saved from original installation enables accurate key cutting across all locations
- Senior living facility resident loses keys, and staff can authorize duplicate key cutting immediately using codes stored in resident profile without maintenance delay
Results You Can Expect
Eliminate Manual Data Entry
Technicians no longer spend time after each job manually entering key codes and lock details into customer records, allowing them to move immediately to the next service call and increase daily job capacity.
Instant Key Duplication Service
When customers need duplicate keys, your team has immediate access to exact key codes without needing to retrieve original keys or dispatch technicians, enabling same-day or while-you-wait key cutting service.
Zero Key Cutting Errors
By maintaining precise digital records of original key codes and bitting sequences, eliminate costly mistakes from misread codes or incorrect key blank selection, reducing material waste and customer callbacks.
Enhanced Emergency Response
During lockout emergencies, technicians can cut working keys from your database before arriving on-site, dramatically reducing customer wait times and improving your reputation for rapid emergency service.
Complete Service History
Build a comprehensive timeline of all locks, keys, and security systems installed for each customer, supporting warranty claims, insurance requirements, and enabling proactive security upgrade recommendations.
Improved Customer Retention
Customers return to locksmiths who can quickly provide duplicate keys without hassle. Your ability to instantly access their key history creates convenience that builds loyalty and generates referrals.
Frequently Asked Questions About This Automation
Essential information includes key codes, bitting sequences, key blank types, manufacturer details, lock model numbers, key quantities, service date, technician name, and location where keys were installed. Additional details like master key system hierarchy and access level restrictions should also be captured for commercial accounts.
Set Up Customer Key Registry in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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