Know which rekeying leads are worth site survey time
Ask whether the requester has a working key, confirm they're authorized to request the service, and capture lock count and property type before dispatching a technician — with lock photos attached so your team shows up prepared.
The exact intake your rekeying leads complete
This is the real 7-question guided intake for Rekeying — the same flow your customers finish before you ever pick up the phone.
What a qualified rekeying lead should tell you
Rekeying replaces the internal pin configuration of an existing lock so old keys stop working, without swapping the lock hardware itself — qualification hinges on who has current access and how many locks are involved.
- Property Locks Rekeyed
- Many Locks Be Rekeyed
- Have Working Key That
- Main Reason Rekeying
- Property Owner Or Otherwise
- Soon Rekeying Completed
- Brand Or Type Lock
The questions your team needs answered
Every rekeying intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the locks rekeyed? | Property type distinguishes a single-home job from a business, school, or facility that may need extra verification or a different dispatch queue. |
| How many locks need to be rekeyed? | Lock count determines whether the job is a quick single-lock visit or a high-volume commercial rekeying that needs sizing before dispatch. |
| Do you currently have a working key that opens the lock? | Having a working key scores higher because it means the technician can proceed straight to rekeying instead of first gaining entry. |
| What is the main reason for rekeying? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the property owner or otherwise authorized to request this service? | Confirming ownership or authorization is weighted heavily since rekeying for someone without authority to request it is a liability risk for the locksmith. |
| How soon do you need the rekeying completed? | Timeline tells the office how soon to schedule the survey, even though it isn't treated as a weighted urgency signal in this catalog. |
| What brand or type of lock do you have, if known? | Captures the detail in the customer’s own words so you’re briefed before the first call. |
How Cliont scores rekeying leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Working Key That: yes
- Property Owner Or Otherwise: yes
See the lead your team receives
Rekeying Lead – Home, Lost Keys
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for rekeying workflows
| Cliont capability | Rekeying application |
|---|---|
| Conditional flagging | Automatically flags requesters who answer 'no' to owner authorization so office staff can verify before a site survey gets scheduled. |
| Weighted lead scoring | Scores leads with a working key higher than those without, reflecting that rekeying without a key on hand usually adds locksmith time before the job even starts. |
| Job sizing from intake answers | Uses the lock-count answer to distinguish a single-lock home job from a 6-20 lock commercial turnover job, so dispatch can plan accordingly. |
| Free-text technician notes | Passes the customer's lock brand or type answer directly into the CRM record so the technician can bring the correct rekey pins to the survey. |
Common rekeying lead scenarios
Homeowner with spare key on hand
Owner confirms authorization and already has a working key, so the intake scores this high and passes lock count and reason straight to the CRM for scheduling.
Tenant without ownership proof
A renter requests rekeying but can't confirm they're authorized to act on the property owner's behalf, which the intake flags for manual review before a survey gets booked.
Office turnover across many locks
A business reports 6-20 locks needing rekeying after staff turnover and no working key on hand, so the job is sized as high-volume and routed for commercial-scale dispatch.
Just comparing options
A single-lock request marked 'just exploring options' with no urgency gets captured but ranked lower than time-sensitive, authorized requests.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More locksmith services intake templates
Rekeying lead-intake FAQs
How does the intake confirm someone is allowed to request rekeying?
The intake asks directly whether the requester is the property owner or otherwise authorized, and answers of 'no' carry a much lower weight so they're flagged for manual verification before a site survey gets booked.
Does it matter if the customer doesn't have a working key?
Yes — having a current working key scores higher than not having one, since a missing key usually means the technician needs extra time to gain entry before rekeying can even start.
Can this intake handle a commercial job with a large number of locks?
The intake captures property type and how many locks need rekeying, from a single lock up to more than 20, so multi-lock commercial requests get flagged for sizing before your team commits a technician.
Does the intake ask what brand of lock the customer has?
Yes, there's an open free-text field for lock brand or type if known, which gets passed to your CRM record so the technician can arrive with the right rekeying pins.
Is urgency scored the same way as authorization or key possession?
Timeline is captured — today, this week, this month, or just exploring — but it's collected as scheduling context rather than as a weighted scoring signal in this intake.
What if a request comes in for a school or facility rather than a home?
Property type is one of the first questions asked, so school or facility requests are visible immediately and can be routed to whoever handles institutional accounts on your team.
Turn rekeying visitors into qualified jobs
Give every rekeying visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.