SkipCalls
Customer Onboarding Checklist

New Customer Onboarding Checklist for Locksmiths

Locksmith customers call when they’re stressed—locked out, dealing with a break-in, or standing in a parking lot at night. Your onboarding has to move fast: confirm ownership, give a real ETA, set price expectations, and keep the customer calm while you drive and work hands-on at the door or vehicle. Use this checklist to reduce cancellations, stop “price surprise” arguments, and win jobs even when you can’t answer the phone mid-unlock.

0 of 44 completed0%

1) First Contact (Call/Text) — Capture the Right Details Fast

2) Ownership + Authorization (Before You Roll)

3) Scheduling + Dispatch (Emergency vs. Scheduled Work)

4) Pre-Job Prep (Before You Arrive) — Tools, Parts, and Customer Instructions

5) On-Site Service (Day-Of) — Verify, Communicate, Complete

6) Post-Job Follow-Up + Recurring Service Setup

Pro Tips

  • 1.Save 3 text templates in your phone: (1) ‘On my way + ETA + ID required’ (2) ‘Price range + what can change it’ (3) ‘Receipt + review link.’
  • 2.For late-night lockouts, always include your vehicle description and a simple safety line: “I’ll arrive in a marked van; meet me by the leasing office/porch light.”
  • 3.When a customer says “my key won’t turn,” ask: “Does the knob/handle feel loose?” and “Did it start after the weather changed?” Door alignment issues can mimic lock failure.
  • 4.For rekeys, count cylinders—not doors. A front door can have a knob cylinder + deadbolt cylinder (2 rekeys). Quote per lock cylinder to avoid scope fights.
  • 5.After a break-in repair, upsell a reinforced strike plate and 3" screws. It’s a quick add-on that customers understand because they just experienced forced entry.

Frequently Asked Questions

What should you say first on a lockout call?

Ask: “Is this a car or a house lockout, and what’s the exact address?” Then confirm it’s their property/vehicle and tell them you’ll need ID/proof on arrival.

How do you avoid price arguments on emergency calls?

Give a range upfront and name the factors: after-hours, high-security locks, drilling, or replacing hardware. Example: “Car lockout is usually $75–$150. If it’s a high-security keyway or the car is deadlocked, it may be higher—I'll confirm before I start.”

What proof do you require before unlocking a house or car?

For a house: ID with that address is best; if it’s inside, accept a lease/utility bill plus a landlord/roommate verification. For a car: ID plus registration/insurance showing the same name (or proof they’re an authorized driver).

How do you handle customers who want you to ‘just drill it’?

Explain you start with non-destructive entry first because drilling means replacing parts and higher cost. If drilling becomes necessary, pause, show the issue, and get approval before you proceed.

What info do you need to quote a rekey?

How many lock cylinders you’re rekeying (deadbolt and knob can be two), whether they want all locks keyed alike, and whether any locks are smart locks or unusual brands. Typical pricing is $75–$150 per lock cylinder.

Why do locksmiths lose so many calls, and how do you fix it?

Locksmiths are hands-on at doors and can’t answer mid-job, and lockout customers usually won’t leave a voicemail. Use text updates and consider a 24/7 answering/booking option so calls get handled while you’re working.

Stop losing locksmith lockout calls when you can’t answer your phone

If you’re picking a lock, drilling out a deadbolt, or driving between emergency calls, you miss calls—and those customers call the next locksmith. Set up SkipCalls to answer 24/7, capture the job details (car vs. house lockout, address, ETA needs), and book you automatically for $19.99/month so you win more $75–$200 emergency jobs.

More Resources for Locksmiths