Business locks
Lock-service handover checklist for property managers
A clear handover records the approved doors, work completed, key quantities and who received them. Separate unit access from shared entrances and digital credentials. The goal is an accurate access record that the next manager can understand without guessing.
Prepare a precise work order
Use unit and door identifiers, not just a street address. State which locks need rekeying, repair or replacement and which must retain their existing key. Arrange an authorized contact who can answer questions if the hardware differs from the work order.
Track shared access separately
Gates, common rooms and mail areas may have different ownership or access procedures. Confirm the responsible party before adding them to a locksmith job. Do not assume a tenant's unit-key change should modify a common entrance used by other residents.
Verify the result before closing the work order
Check new keys at the intended locks, confirm agreed old keys no longer work and record remaining maintenance issues. Keep keys and access records secure. An invoice should describe the finished work without unnecessarily distributing sensitive key-system information.
Write a work order that identifies the opening
Use the property, building, unit and door description rather than a nickname that only one employee understands. State whether the request is entry, repair, rekeying or replacement. List authorized contacts and approval limits in the management record. Tell the provider which shared access systems must remain separate so an individual unit job does not accidentally become a building-wide access change.
Close the job with an access reconciliation
Match completed openings with the work order, count delivered keys and record the person receiving them. Note any remaining defect or recommendation without representing it as completed work. Separate physical keys from remotes, cards and app credentials. A manager taking over later should be able to identify what changed, what remains outstanding and where to find the invoice.
Before you call
- Identify every unit and door
- Separate shared and private access
- Record approved work and key counts
- Confirm recipient and final testing
Follow-up questions
What belongs on a key handover receipt?
Record the property and openings, work completed, quantities supplied, recipient and date. Keep sensitive key-system information in the controlled access record.
Can a unit rekey be finished while a shared entrance issue remains?
They may be separate jobs. Document the unresolved shared access issue explicitly and assign it to the appropriate manager or vendor.
Official reference
California BSIS: consumer guide to locksmith companies ↗
Official consumer guidance on checking a provider, asking for an estimate and keeping a receipt. Follow the regulator's current website for current requirements.
Published by AID Locksmith, owned by Allan, serving Greater Sacramento. General service checklists are editorial guidance; product instructions apply to the named model.