Locksmith Software Can Take Your Business to New Heights

Job Dashboards

VIIZR software’s Job Dashboards let you see all of your locksmith projects at a glance. You can check for new customer estimate requests, track invoices, schedule your locksmiths for key copying and other locksmith jobs and manage work orders all in one place.

Our Job Dashboards serve as a “control center” for your business operations, allowing you, your management team and your field service crew to take actions with just a few clicks. For instance, if one of your locksmiths is helping a customer with a residential lock, they can jump on a mobile device from anywhere with an Internet connection and add customer notes through the Job Dashboards.

The ability to manage locksmith jobs from start to finish in a central location empowers your management and field crews to contribute to your business’s workflow. Using our software ensures that no task is forotten. All locksmith projects can be managed in a timely fashion by a team that is always in the know.

Estimates

When a customer requests a quote from your locksmith business, you might be tempted to shoot them a quick number over the phone or send pricing details in a short, informal email. But these types of fast responses don’t always offer a lasting impression of professionalism. 

Our locksmith software lets you produce top-notch estimates that make a fantastic first impression on your customers. In addition to creating a detailed, itemized list of services and prices with tax costs and relevant photos, you can customize your quote by including your logo, header and online presence. 

VIIZR software also lets you convert your estimate into a professional-looking PDF and email it to your customer in seconds. Once you’ve emailed your customer an estimate and received a fast approval, you can dispatch your locksmiths to provide assistance right away.

Work orders and change orders

VIIZR software makes it simple for you and your team to create an official work order that outlines the locksmith services you’ll provide your customers as well as the subtotal and final cost of those services. If you’d like to deliver a polished copy of your work orders, you don’t have to use a document editor. Instead, save and deliver professional-looking PDF versions using our software.

But what happens if your customer decides that they’d like to add a service or change an aspect of their work order? There’s no need for your tech to call the office to have the adjustment made or wait until they return from the field to make the change themselves. They can use our software to add updates that reflect the additional services they’re providing.

Suppose that one of your locksmiths arrives at a customer’s home to change the locks on their exterior doors and is able to successfully sell the benefits of having locks changed on some of their interior doors. In the case of a cross-sell or upsell, your locksmiths can create a change order using our Pricebooks feature via their smartphone that reflects the updates.

Scheduling and routing

If you have a customer who is locked out of their car in a remote location, it’s important to assign a locksmith who can reach them as quickly as possible. This is not always easy to do if you must sort first through a spreadsheet to find an available locksmith then pull up mapping software to pinpoint and route your tech to the customer.

Our software lets you handle these tasks in one location. You can use our drag-and-drop tool to quickly link unassigned jobs with available locksmiths. Your management crew can always see which workers are available for specific timeslots to avoid double booking. Once booked, locksmiths can view their schedules from any location via their smartphones.

Maps & Routing functionality lets you and your field service team see the location of your customer on a map. This feature also lets you find the fastest route to their location. Routing assistance can work wonders for your reputation as a locksmith business. If you’d like for your locksmith service to be known for speed and reliability, this feature can help you get it done.

You can also build a great reputation by using VIIZR software to assign jobs based on skill level. If some of your locksmiths are more experienced with keycutting and others with lock repair work, you can choose the best workers for the job every time.

Invoices

One of the toughest challenges small businesses face is collecting payments after sending out invoices. In fact, it has been estimated that U.S. small businesses endure an average of $84,000 in unpaid invoices. VIIZR software offers features to help your service avoid this fate. We simplify the invoicing process so you can easily create and track invoices and increase your likelihood of being paid on time.

Immediately after your customer has approved an estimate, you can convert it into a detailed invoice that outlines your service and pricing information. Whether you’re seeking payment for a door lock rekeying job or a commercial key card access control job, you can draft a thorough invoice and convert it into a professional-looking PDF with just a few clicks.

Once you’ve completed these steps, our software makes it easy for you to email the invoice to your clients in seconds. You can check the status of outstanding invoices and also send follow-ups to customers when needed

What is CRM software for locksmiths?

VIIZR Customer Relationship Management (CRM) software ensures your locksmith business is always able to cater to your customers’ needs. Here are a few ways you can benefit from this software:
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• Maintain a record of job and customer histories
• Record notes of customer preferences and special requests
• Create notes in the office or onsite via your mobile device
• Make customer information accessible to your team in one convenient location

CRM software helps your entire team become more familiar with your customer base. Even if you’ve assigned a new locksmith to a deadbolt lock job for a returning customer, they can interact with the same familiarity as your field service members who have worked with the client in the past. 

When you take the time to personalize your customer service, your clients are more likely to spread the word about their great experience. This can help your locksmith business build a reputation for top-notch service. 

Why does my locksmith business need management software?

VIIZR locksmith software can help streamline your operations so your team doesn’t make business mistakes that result in unnecessary losses. Suppose that one of your techs makes an upsell at a job site. This is great news, right? Unfortunately, if they forget to bring back details of their upsell to the office, the extra service might go unpaid. With our centralized software solution, your team can easily record any upsells or cross-sells while still at the work site.

Our software also helps centralize your messages so you never miss out on customer requests. Instead of constantly signing into an email server for messages from clients, you can receive alerts via our software to make sure you never overlook a request whether from an individual inquiring about lock changing costs or a large business seeking a vault install.

There are many perks you can enjoy when using VIIZR software. Whether you spend less time drafting estimates or you dedicate minutes instead of an hour to scheduling your techs, our platform can help you operate your business more efficiently.

Keep your team happy

Your ability to keep your management team and field service crew in the loop makes VIIZR software a true asset to your locksmith service. Ensuring everyone is on the same page can reduce scheduling mishaps and improve communication between your back office team and locksmiths in the field.

Our software also reduces the time your management team will spend on daily tasks like creating estimates and sending out invoices. Enabling your field service crew to see their schedules from their smartphones helps them arrive at jobs on time and provide customers with the quality service they deserve.

Keep your customer happy

VIIZR software helps you and your team handle in-office tasks efficiently. This can give you more time to dedicate to your customers’ needs. Our software also makes it easier for you to keep up with customer preferences, special requests and job histories so you can more effectively prioritize their wants.

Using our drag-and-drop scheduling feature lets you dispatch your locksmiths as quickly as possible. Whether you have a team of techs securing an entire apartment complex by providing high-tech key fobs or you’ve dispatched a couple of your locksmiths to install a safe in a private residence, your customers can always be satisfied with your service.

When should my locksmith service switch to locksmith software?

Making a major business decision like switching to locksmith software is not always easy. If you’re not sure that this software is right for you, here are some questions to consider:

Are you interested in eliminating spreadsheets?

Spreadsheets are known for being great tools of organization for many businesses. But when trying to make a quick decision like determining which locksmith is available for a late-night vehicle lockout job, it’s a good idea to use more advanced technology.

VIIZR software lets you find available techs with ease. And our routing feature helps your techs reach your customers as quickly as possible. The ability to manage operations with greater speed makes it possible for you to meet customer needs more effectively.

Is your locksmith service losing important leads?

The moment a client reaches out to you for an estimate is the moment the clock starts ticking. Whether an individual is interested in replacement keys or a commercial client wants gates installed to secure their business, it’s important to respond to their quote requests immediately. With VIIZR software, you can respond to a quote request quickly by drafting a quality estimate filled with details that can help your customer make an informed decision. With a few clicks, you can convert your estimate into a PDF and email it to your client for a fast approval. 

Our software makes sure you don’t miss out on leads due to inter-office miscommunication, missed messages or overwhelming stacks of paperwork. We help you manage your business in less time, making it possible for you to follow through on customer leads with greater ease. There’s no better way to maintain and grow your client base!

Is your service losing money due to excessive truck rolls?

As a thriving business, it’s good to find ways to cut costs whenever possible. Reducing unnecessary truck rolls is one way a locksmith business can stop unintentionally losing money. You might send a locksmith to a client only to realize they’ve reached a location 20 miles in the wrong direction. This results in a massive loss of gas money and valuable time. 

VIIZR’s Maps & Routing functionality helps your locksmiths avoid unnecessary truck rolls. Even if they’re in the field finishing up another job, you can pull up the map and route them to the next job so they can travel to another client without first stopping by the office. This is a great way to save your business both time and money.