Keysmith Templates

Keysmith Templates

There is a huge number of templates that someone in the Keysmith role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Keysmith. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Work Order Template
2. Invoice Template
3. Inventory Spreadsheet
4. Customer Contact List Template
5. Key Duplication Log Template
6. Lock Repair Log Template
7. Employee Time Sheet Template
8. Vehicle Maintenance Log Template
9. Marketing Plan Template
10. Budget Spreadsheet Template

Reports

Reports are often prepared by a Keysmith to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Inventory Report
3. Customer Satisfaction Report
4. Service Call Report
5. Key Duplication Report
6. Lock Installation Report
7. Revenue by Service Type Report
8. Employee Performance Report
9. Marketing Campaign Report
10. Profit and Loss Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Keysmith does and how they do it.

1. Key duplication SOP
2. Lock installation SOP
3. Lock repair SOP
4. Master key system creation SOP
5. Emergency lockout SOP
6. Key cutting SOP
7. Rekeying SOP
8. Safe opening SOP
9. Key extraction SOP
10. Security consultation SOP

Presentations

Keysmith presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Customer Satisfaction Survey Results
3. New Product Launch Presentation
4. Training and Development Workshop
5. Security Tips and Best Practices

Legal Docs

There are several key times when a Keysmith needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Service Agreement Template
4. Invoice Template
5. Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Keysmith ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Keysmith calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Appointment Calendar
3. Inventory Tracking Calendar
4. Billing and Invoicing Calendar
5. Marketing and Promotions Calendar

Invoice Templates

Several types of Keysmith invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Lock Installation Invoices
2. Key Duplication Invoices
3. Emergency Lockout Service Invoices
4. Lock Repair and Maintenance Invoices
5. Security System Installation Invoices

Survey Templates

For a Keysmith to get insights related to the work they do, they need to send out Keysmith surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Service Quality Survey
3. Product Feedback Survey
4. Employee Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Keysmith meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Consultation Meeting
3. Supplier Negotiation Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Keysmith would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Inventory and Supplies Budget
3. Marketing and Advertising Budget
4. Equipment Maintenance and Repair Budget
5. Employee Payroll and Benefits Budget

Dashboards

Dashboards are a useful way for a Keysmith to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Inventory Management Dashboard
4. Service Request Tracking Dashboard
5. Employee Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Keysmith needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Residential Lock Installation Proposal
2. Commercial Lock Repair Proposal
3. Automotive Lockout Assistance Proposal
4. Key Duplication Services Proposal
5. Emergency Locksmith Services Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Keysmith templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.