Checklists by trade

Locksmith job checklists

Lock rekey / install, smart lock install, security system install, safe install and more. Here are the common steps for 10 locksmith jobs.

Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick locksmith as your trade and these jobs load as your checklist, next to your before, during and after photos.

Start a job How it works

New install

Lock rekey / install

  • Cylinders set
  • Keys cut
  • All doors tested
  • Deadbolts aligned
  • Old keys voided
  • Key handoff

Smart lock install

  • Door prepped
  • Lock mounted
  • App paired
  • Codes set
  • Tested
  • Customer shown

Security system install

  • Sensors placed
  • Panel set
  • Monitoring set
  • Tested
  • Codes set
  • Customer trained

Safe install

  • Location set
  • Anchored
  • Combination set
  • Tested
  • Customer shown
  • Docs handed

Replace / 1-for-1 swap

Lock replace

  • Old lock removed
  • New lock installed
  • Strike aligned
  • Keys tested
  • Old lock handed / hauled
  • Cleanup

Master key system update

  • Key plan updated
  • Cylinders pinned
  • Keys cut
  • All doors tested
  • Key log
  • Handoff

Repair / service call

Lockout (home / car / business)

  • ID / ownership verified
  • Entry gained
  • No damage
  • Lock checked
  • Rekey offered
  • Photos

Broken key / lock repair

  • Key extracted
  • Lock repaired
  • New key cut
  • Tested
  • Customer shown
  • Notes

Renovation / remodel

Building access upgrade

  • Doors surveyed
  • Hardware installed
  • Keys / credentials
  • Tested
  • Key log
  • Training

Inspect / maintain

Security assessment

  • Doors & windows checked
  • Locks rated
  • Weak points noted
  • Photos
  • Recommendations
  • Report

Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.

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