The Key Code Field Is Your Stock in Trade
A locksmith who doesn't record key codes isn't running a service business — they're running a series of one-time transactions with no leverage. The key code for a rekeyed KW1 Schlage or a Y11 Kwikset blank, attached to a named customer record, is the difference between a return call that takes five minutes and one that requires a full new service call at a property that should have been a two-minute cut job.
The Key Code field, paired with the Key Blank multichoice — 43 blank types from KW1 and KW1 DND through Baldwin SC1, SC4, SC8, multiple Yale series, Weslock, and AR1 — creates a technical record per job that competitors who don't log this information simply cannot replicate. The customer calls back two years later because they moved and want to match the existing key. You pull the record. Done.
What the Requested Service and Services Performed Fields Actually Capture
Requested Service (eight options: Rekey, Master Rekey, Lock Install, Lockout, Key by Code, Mailbox Lock, Lock Repair, Key Duplication) is the intake ticket. Services Performed is the completion record. These two fields exist separately because they frequently diverge. A customer calls for a lockout and you discover the deadbolt is stripped and needs immediate repair before the door can be secured. The requested service says Lockout. The services performed record says Lockout plus Lock Repair, with the additional amount charged reflected in the Amount Charged field.
Without that divergence captured, your end-of-month revenue analysis will misattribute service types, and any insurance claim or dispute resolution will lack the technical record of what was actually done.
The Key Info field adds the material and restriction context: Brass, Nickel Plated, Baldwin, Do Not Duplicate, Shark Key, cabinet types. DND flagging per key is the detail that protects a commercial property manager's master keying system from unauthorized duplication. It's also the detail that protects you — if a key gets duplicated after your service call and you have a DND flag in the record, the liability chain becomes clear.
Payment Trail That Handles Disputes
Check number attached to payment method is the field that matters six months later when a customer claims they never paid. Cash, Credit, Debit, and Check are logged at point of service. The check number creates a paper trail that works in both directions — you can verify the transaction and the customer can verify it through their own bank records. Invoice number provides the unique identifier that links the customer record to the charge.
At scale — a busy mobile operation running fifteen to twenty calls per day — the ability to pull every job for a specific customer, see all key codes and blanks used, and review payment history is the operational intelligence that supports repeat-customer pricing, fraud detection, and commercial account management. A locksmith's customer record is one of the few service business databases where the technical data (key codes) is as important as the financial data.