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Step 4 of 28

Keep track of client keys

A key log for every key you keep: who has it, when it went out and when it came back. Keys out shows every key with a partner right now.

ClientsKeys out Open Keys out

Holding a client's key is a big trust. Log each one, and you always know who has it and since when, even months later.

  1. 1

    Add the key

    Open the client under Clients. Under Keys, tap Add a key, type its number or tag, like Key 12, and tap Add key. It starts in the office.

  2. 2

    Hand it out

    Pick the partner next to the key and tap Hand out. The time goes in its log.

  3. 3

    Check it back in

    When the key is back in the office, tap Checked in, here or on Keys out.

  4. 4

    See every key that is out

    In the menu, tap Clients, then Keys out. Every key with a partner shows who has it and since when.

  5. 5

    Your partner says they returned it

    A partner with a key sees it in their app and can tap I returned it. You hear about it, and you tap Checked in once you have it.

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