Set Up Job Templates

Why Templates Matter

Job templates are the backbone of fast job creation in KeyBolt. When you create a new job, you pick a template and it auto-fills the price, estimated duration, and line items for the invoice. This means you can go from a customer call to a dispatched job in under 30 seconds, no typing prices or remembering what you charge.

Default Templates

KeyBolt comes pre-loaded with six templates based on industry-standard pricing:

• Residential Lockout, $125, 30 min
• Car Lockout, $150, 45 min
• Commercial Lockout, $175, 45 min
• Rekey Locks, $25/lock + $75 service call, 30 min
• Lock Installation, $75 labor + hardware, 60 min
• Key Duplication, $5/key, 15 min

These are starting points. Every shop prices differently based on market and overhead, so you should customize them right away.

Editing a Template

1. Go to Settings > Templates.
2. Tap any template to open it.
3. Update the price, estimated duration, or default line items.
4. Line items are what appear on the invoice when you use this template. For example, the Rekey template might have two line items: "Service Call" at $75 and "Rekey per Lock" at $25.
5. Tap Save.

Creating a Custom Template

If you offer services beyond the defaults (like master key systems, panic bar installs, or electronic lock programming), create your own templates:

1. Go to Settings > Templates and tap + New Template.
2. Enter a name (e.g., "Panic Bar Install").
3. Select the job type that best fits (e.g., "Lock Install").
4. Set the default price and estimated duration.
5. Add line items, each with a description and price. These auto-fill on invoices.
6. Add a parts list if the template uses specific hardware. Parts track inventory and reduce van stock when the job is completed.
7. Tap Save.

Auto-Draft an Invoice on Completion

When you mark a job complete, KeyBolt auto-drafts the invoice from the template's line items and parts. You review the draft, adjust anything that's different from the template (extra parts, a discount, an upcharge), and hit Send. This shortens the "I finished, now I need to bill" loop to about 15 seconds.