Requirements checklist
What to ask for when choosing software for locksmiths.
A checklist built from how locksmiths work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Call intake and dispatch
- Job cards with identity checks
- Key and keycode register
- Stock of blanks and hardware
- Commercial contracts and visits
- Quotes, invoices and payments
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For dispatchers
- For technicians
- For key custodians
- For commercial customers
Reports to ask for
Ask to see each one with your own sample data.
- Calls received and response by technician and area
- Jobs by type: lockout, rekey, fit and upgrade
- Parts and blanks used against each job
- Access log for key and keycode records
- Contract visits due and renewals approaching
- Unpaid invoices by customer, oldest first
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Card payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for emergency calls or planned work?
- How are key and keycode records protected?
- Can we record how we verified the customer?
- Can it manage master key systems?
- Do technicians work from a phone?
- Does it track stock in the van?
- Can existing customers and contracts be moved?
- Who owns the data?
- What does it cost?
- Does it show where each technician is?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Calls are dispatched from memory
- Key records are held on paper
- Proof of customer authority is not recorded
- Van stock does not match purchases
- Contract visits are scheduled separately
Prefer to talk it through? See the locksmiths page.