CRM for Locksmiths

• The problem

  A lockout call at night goes unanswered, and the customer dials the next locksmith in the list.

  In Kompot.ai

  Calls come in through your connected number and are recorded; a new caller becomes a contact. On the Full Service plan a voice agent picks up at any hour, takes the address and the kind of lock, and transfers the call to whoever is on call.

• The problem

  The price given on the phone and the price at the door do not match, and the customer objects.

  In Kompot.ai

  Your price list holds each lockout type, the after-hours callout and rekeying per cylinder. The dispatcher sends an estimate by SMS before you leave, the customer approves it, and that same estimate becomes the invoice on the doorstep.

• The problem

  A customer wants one more key and the key code from last time was never written down.

  In Kompot.ai

  Key code, blank, keyway and — for a car — make, model and transponder type are custom fields on the customer. The next key is cut from the record instead of decoding the lock again, and the past job shows who cut the last one.

• The problem

  The pinning chart for a client's master-key system lives in one locksmith's notebook.

  In Kompot.ai

  Attach the chart as a file to the client's record and list each door's cylinder in the notes. The chart survives staff changes, and roles and permissions keep staff who have no business in customer records out of the contacts section altogether.

• The problem

  You opened a door for someone and have nothing showing they had the right to ask.

  In Kompot.ai

  In the job the locksmith notes what proof was checked — ID, lease, vehicle registration — and the customer signs an authorization form on a phone by QR code. The signed PDF, with its audit trail, is kept on the customer's record.

What you keep on record

Key codes and blanks

Key code, blank and keyway for each lock or vehicle, as custom fields on the customer.

Master-key charts

The pinning chart and door schedule as files on the client, in a section only permitted roles can open.

Who may order keys

A signed document naming the people at a client allowed to request copies and rekeys.

Hardware on site

Lock brand, cylinder type and door function for each address, in job notes and photos.

Questions owners ask

Can I limit who sees key codes and master-key charts?

Only by section. A role either can open contacts or cannot — permissions do not hide one client, one file or one field. You can keep a helper or an office temp out of customer records, invoices, reports or settings entirely; anyone allowed into contacts sees the codes stored there.

Can the customer approve the price before I drive to a lockout?

Yes. Build the estimate from your price list and send it by SMS or messenger while they are still on the line. You see when it is viewed and approved, and the approved estimate converts into the invoice.

How do I take a card payment on the doorstep?

Send the invoice with its public payment link. The customer opens it on their own phone and pays the full amount by card through Stripe or PayPal, and the payment is recorded against the invoice. If part is handed over in cash, you record it and the link charges the rest.

Does someone answer lockout calls while I am asleep?

On the Full Service plan, yes: a voice agent answers at any hour, follows your instructions on what to ask and can transfer the caller to the on-call locksmith. Each call is recorded, transcribed and summarized on the caller's record.