Locksmiths
Connect your field service platform, accounting, key system records, and access control accounts so you can see which calls, technicians, and commercial customers actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile emergency callouts, technician pay and job costs, with human review for uncertain records.
Residential, automotive, and commercial locksmith companies running several vans or several locations, including shops that manage master key systems and access control for commercial customers, and operators that have grown through acquisition.
Show Us Your Workflow[01] Where systems separate
Where the van, the key system, and the books stop matching.
- 01Lockout calls are quoted on the phone and adjusted on site, and nobody compares the quote to the final ticket by technician
- 02Master key system records live in key management software that isn't tied to the customer or job in the field platform
- 03Key blanks, cylinders, and hardware leave van stock without making it onto the invoice
- 04Access control subscriptions and service contracts renew in a manufacturer portal, outside your billing
- 05Disputed after hours charges are fought with call recordings, photos, and signatures scattered across systems
- 06Acquired shops bring their own software, price list, and commercial accounts
[02] The software in place
The systems we usually find.
Locksmith companies run a field platform for calls and a separate set of tools for keys and access control. Commercial accounts sit across all of them.
Field service platform
Workiz
Dispatch, job checklists, deposits, and van inventory at many locksmith shops. We come in when its data has to meet accounting, key records, or another location's system.
Field service platform
Housecall Pro and ServiceTitan
Scheduling, price books, and invoicing at growing and larger locksmith companies, so an operator with acquired shops can end up running more than one platform.
Accounting
QuickBooks Online
Where invoices, payments, and costs land, usually with less job and inventory detail than the field platform holds.
Master key management
SimpleK
Key system design, key issuance, and rekey history for commercial customers, kept apart from the jobs and invoices that change them.
Cloud access control
Brivo
Access control sold and serviced through locksmith partners, with subscription revenue that needs to be tracked against each commercial account.
[03] Questions worth answering
Numbers locksmith owners ask for that no single system can answer.
- 01Revenue and margin by call type
- Residential lockouts, automotive, rekeys, and commercial service compared on ticket size, parts cost, and technician time per call.
- 02Quoted versus final price by technician
- The price given on the phone compared to the final ticket, so you can see who turns a lockout into a rekey or hardware upgrade and who discounts.
- 03Van inventory shrink
- Blanks, cylinders, and hardware issued from each van compared to what was billed, by technician and by week.
- 04Commercial account value
- Service calls, rekeys, master key changes, and access control subscriptions rolled up by commercial customer and property.
- 05Answer to arrival time
- Time from the first ring to the technician on site for emergency calls, by location and hour of day.
[04] What we build
Keep the field platform. Build what's missing around it.
Van inventory and recurring access control billing are frequent first projects, because neither lives cleanly in the dispatch system. We connect them and build reporting on top.
01
Field platform to accounting reconciliation
Systems Integration →02
Technician and call type profitability dashboards
Dashboards & Reporting →03
Van inventory tracking tied to invoices
Systems Integration →04
Master key records linked to commercial jobs
Document Intelligence →05
Access control subscription and service contract tracking
Dashboards & Reporting →06
Combined reporting across acquired shops
Unified Data Platforms →07
AI-assisted processing of locksmith work orders, access-control records and invoices, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The rekey that changes the key system
A property manager calls to rekey three units in a master keyed building. We connect the job in the field platform to the key system record, so the change is logged, billed, and visible the next time anyone works on that building.
Inventory that leaves on the van
Restocking costs keep climbing. We compare parts issued from each van to parts billed on that technician's tickets and show the gap by technician and by week.
Access control renewals
The commercial team sells cloud access control with yearly service. We pull subscriptions and contract dates into one view next to service tickets, so renewals and site visits are scheduled before they lapse.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull calls, jobs, invoices, and inventory from the field platform, payments and costs from accounting, and key system and access control records for commercial accounts.
02Unify
Match customers, properties, and key systems across tools, agree on how call types and margin are counted, and flag jobs that don't reconcile.
03Build
Deliver the dashboard, reconciliation, or workflow your team asked for, with every number traceable back to the source job.
[08] Questions
Locksmiths: common questions
Do we need to replace Workiz or our current locksmith software?
No. Workiz keeps handling calls and dispatch. We connect it with van inventory, access control billing, and accounting so each tech and each service line shows real margin.
Can you combine reporting across locksmith shops we've acquired?
Yes. We map each shop's jobs, call types, price lists, and commercial accounts to shared definitions so the numbers can be compared and rolled up.
Can you connect our master key system records to our field service software?
Yes, when the key management software allows exports or API access. We link each key system to the customer and property in your field platform so rekeys and key issues are tied to jobs and invoices.
How do we track key blank and hardware inventory across locksmith vans?
We compare what each van issues with what each technician bills, using your field platform's inventory and invoice data. You see the gaps by van and by technician.
Can AI automate locksmith work orders, access-control records and invoices for locksmiths?
Yes. Cass & York can build a workflow that extracts structured details from locksmith work orders, access-control records and invoices, matches them to records in Workiz and Housecall Pro and ServiceTitan and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile emergency callouts, technician pay and job costs without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →