Locksmith Intake Forms & Client Questionnaires

A panicked homeowner locked out at midnight and a property manager who needs forty units rekeyed before new tenants move in next week are both locksmith clients, but they require completely different workflows, pricing, and documentation. The emergency lockout is a single-visit job with after-hours rates and ID verification on the spot. The rekey project is a scheduled multi-day engagement with master key system design, key inventory tracking, and access control hierarchy. Without a structured intake process, your technicians show up to a commercial rekeying job and discover the client also wants restricted keyways, electronic access on the main entrance, and a safe combination changed — none of which were discussed during the initial call.

The Locksmith intake form captures the full scope of work before your technician loads the van. Service type — lockout, rekey, lock change, lock repair, master key system, high-security installation, access control programming, safe work, or automotive key service. Property classification — residential single-family, residential multi-unit, commercial office, commercial retail, industrial, or automotive. Lock details including brand (Schlage, Kwikset, Medeco, Mul-T-Lock, ASSA, Baldwin, Yale), lock type (knob, deadbolt, lever, mortise, rim cylinder, padlock, cam lock, electronic), and current condition (functional, damaged, frozen, broken key in cylinder).

ID Verification and Liability

Locksmiths operate in a trust-critical industry. When someone calls you to open a door or rekey a lock, you need to verify that the person requesting service actually has the legal right to access that property. The form includes a dedicated ID verification section documenting the type of identification presented (driver’s license, lease agreement, property deed, business authorization letter), whether the ID address matches the service address, and the name and relationship of the person requesting service — owner, tenant, authorized agent, or property manager. This section is not optional bureaucracy. It is the documentation that protects you when a disgruntled ex-partner claims you helped someone break into their apartment.

Emergency versus scheduled service affects everything from pricing to parts availability. The form captures urgency level, time of call, estimated arrival, and whether after-hours or holiday rates apply. For scheduled work, it documents the preferred date and time window, whether the client needs to be present, and any access instructions such as lockboxes, gate codes, or building management contacts. Commercial clients often require certificates of insurance and background-checked technicians — the form captures these requirements so your dispatch team can assign the right person.

Key Types and Security Levels

Modern locksmithing goes far beyond cutting a standard brass key. The form captures key type — standard pin tumbler, high-security (Medeco, Mul-T-Lock, Abloy), restricted keyway, transponder (automotive), smart key, key fob, or keypad code. For high-security systems, it documents the authorization card number required to duplicate keys, and whether the client needs additional key copies cut at the time of service. Automotive locksmith work has its own complexity: vehicle year, make, model, VIN, key type (standard, transponder, proximity, switchblade), and whether programming is required. Getting these details on intake prevents a second trip because your tech brought the wrong key blank for a 2024 Honda with a proximity fob.

Access Control and Commercial Systems

Commercial locksmith work increasingly involves electronic access control alongside traditional hardware. The form includes sections for existing access control systems — standalone electronic locks (Kaba, Trilogy, Simplex), networked systems (Lenel, Software House, Honeywell, Genetec), card readers, biometric scanners, and intercoms. It captures the number of doors in the system, whether the client needs new credentials issued, audit trail setup, time-zone scheduling (restricting access to business hours), and integration with surveillance cameras or alarm systems. A property manager who says they need “a few locks changed” may actually need a complete access control audit — the form surfaces this before you quote a price that covers only mechanical hardware.

Intake vs. Client Questionnaire

The intake form is your internal dispatch and job documentation. Your phone operator or dispatcher fills it out during the initial call, recording the service request, property details, urgency, and verification notes. The companion client questionnaire is what you send to the customer — particularly for scheduled commercial work. It asks about the number and type of locks, current issues, security priorities, budget range, and whether they need a master key hierarchy designed. The questionnaire includes signature blocks for service authorization and acknowledgment of after-hours pricing.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.

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