How to use Keys Report

This report helps you track and distribute physical keys for customer properties.

1. Access the Key Report

• Go to Reports

• Select Key Report

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2. Select the Date or Day Needed

• Example: If you need keys for Monday, select that date range

• Run the report to see which customers require keys

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3. Review Key Assignments

• The report will display:

  • Customers with stored keys

  • Key identifiers linked to their property

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4. Where the Report Pulls Key Information From

• In each customer job file, under job setup, there is a section labeled Property Key

  • Example: Enter key number 3001

  • Add entry notes if needed (alarm codes, instructions, etc.)

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5. Use the Report to Distribute Keys

• Print or review the list

• Pull the keys needed for upcoming schedules

• Pass them to technicians or cleaners as needed

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Notes

• If no customers have key numbers assigned, this report will generate no data

• Be sure to enter key numbers in the customer file so the system can track and display them.