Locksmith software for calls, jobs, and follow-up

How a locksmith call becomes a job

A lockout at night and a planned rekey both start as a phone call, but they need very different handling before anyone gets in the van. The first is time-critical. The second is about having the right site and key details before the day.

From the first ring to the van

1. Answer. Lockout calls don't wait for you to finish a lock change. Forward missed, overflow or after-hours calls to Sophiie, or have her answer first. Website chat, texts, emails and webforms join the same workflow.
2. Capture. Sophiie asks for the location, lock type, lockout status, and the proof or access notes your team requires.
3. Sort. Lockouts and failed commercial locks are flagged and follow your escalation rules. Routine rekeying and hardware jobs move toward the calendar.
4. Hand off. The locksmith who calls back sees the summary, the lock type and the access notes on the dashboard first.
5. Book or quote. The job becomes a booking, a quote for review, a transfer or a follow-up, with the details attached.

Example: a residential lockout

For example, a locksmith business might set every lockout call to urgent. Sophiie takes the address, the lock type and whether anyone is inside, plus whatever proof or access notes you ask callers for, then follows your escalation path. When the on-duty locksmith takes lockouts live, Sophiie can hand the call over once she has briefed them on the job. Sophiie doesn't decide whether the caller is entitled to enter the property and doesn't promise an arrival time. Checking identity and authority to enter stays with your locksmith.

Example: a rekey between tenants

A property manager calls to have a unit rekeyed before new tenants move in. Here the record matters more than the clock. The customer record shows the agency's previous sites, jobs and notes, so the office can see what was done at that building last time. Sophiie captures the unit address, key collection arrangements and a preferred time, then offers a slot from your calendar and assignment rules. The booking can be confirmed or held pending for your office. A reminder can prompt the property manager callback or a key system review later on.

Commercial work that needs a quote

A shop owner asking about a restricted key system or new hardware needs a person to price it. Sophiie captures enough detail for a human review before a locksmith quote is sent. Once your team has priced it, Sophiie helps send the quote by email or text and follows up while the owner decides. If they accept, the install is scheduled with the hardware and scope notes attached.

On the job and after

The job record shows who is assigned, the status, notes and photos of the hardware, and the mobile app keeps jobs and customer details on the locksmith's phone between sites. When the work is done, Sophiie helps turn the call-out, labour and hardware into an invoice draft, and overdue invoices get follow-up on the timing you set. It works alongside your accounting software.

What stays with your locksmiths

Sophiie runs the front office around locksmith work. She doesn't verify identity, authorise access, give security advice or decide how an emergency is handled. She asks the questions you set and keeps her answers inside what your business offers, so she doesn't promise work your team can't complete.