Welcome to LocksmithKit

Getting started with LocksmithKit

LocksmithKit gives you a public booking form, a live job queue, and instant alerts when a job comes in. Follow these steps to go from install to your first booking.

1. Set your business details

1. Open Settings.
2. Open the Business section.
3. Enter your Business name, Business phone, and Currency symbol.
4. Tap Save settings at the bottom.

Your name and phone show on the booking form and the customer portal, so do this first.

2. Open your booking form

1. In Settings, open Customer-facing.
2. Next to Your customer link, tap Open.

This is the page your customers see: they pick a service (Car Lockout, Rekey House, and so on), say how urgent it is, drop their address, and submit. The same page has a Track an existing booking row for returning customers — so this one link is all you ever need to share.

3. Send yourself a test booking

1. On the booking form, pick any service and fill in your own name and phone.
2. Submit it.
3. Back in the app, open Bookings — your test job is at the top, marked New.

Tap it to see the detail page: status stepper, customer info, price, payments.

4. Add your team

1. In Settings, open Staff.
2. Tap Add staff and enter their name, phone, and PIN.
3. Copy the Staff sign-in link from the same section and send it to them.

Staff sign in with phone + PIN — no Pancho account needed. They can work bookings and customers; Settings and the Activity Log stay admin-only.

5. Turn on job alerts

1. In Settings, open Workflow & alerts and check In-app booking alerts is on (it is by default).
2. For phone banners even when the app is closed: open SMS & push (ntfy), switch on ntfy push, set Your ntfy push topic, install the free ntfy app on your phone, and subscribe to that same topic.
3. Tap Send test push to confirm your phone buzzes.

What LocksmithKit costs

LocksmithKit is included in the Pancho Plus plan. No per-booking fees, no commission — customer payments go through your own Stripe or Paystack account.

Working in LocksmithKit day-to-day

The daily loop: a booking lands, you accept it, send someone, set the price, get paid.

1. A booking comes in

When a customer submits the form, you know immediately:

• A card pops up in the app with a ding and vibration, and the screen edge pulses amber until you handle it.
• If ntfy push is on, your phone gets a banner even with the app closed.
• If SMS (Twilio) is on, the customer gets a "booking received" text automatically.

Tap the alert (or open Bookings) to see the job.

2. Work the job

Every booking moves through four steps: New → Accepted → In Progress → Completed.

1. Open the booking and tap the next step on the status stepper — Accept first.
2. Under Assigned to, pick the technician handling it.
3. Move it to In Progress when they head out, Completed when the work is done.

Prefer zero-touch intake? Switch on Auto-accept new bookings in Settings → Workflow & alerts.

3. Text the customer

On the booking page, use Message customer:

1. Tap a template pill ("On my way — be there in 15 min") to load it.
2. Edit if needed, then send.

Templates live in Settings → SMS & push (ntfy) under Quick-send SMS templates — one per line, with {name}, {ref}, {amount} and {biz} filled in automatically. Requires Twilio to be set up.

4. Set the price and get paid

Most jobs are priced after the work, so:

1. Open the completed booking and enter the final Price.
2. Tap Collect Payment and record it — Cash, Transfer, or POS/Card.
3. Or let the customer pay online: with Online payments on (Settings → Payment provider, Stripe or Paystack), they can pay their balance from the customer portal.

The booking shows Paid once the balance hits zero. Unpaid completed jobs sit under the Unpaid quick action on Home.

5. Log a phone-in job yourself

1. Tap the + button (New Booking).
2. The same form your customers use opens right in the page — fill it in as you talk.

What you capture by phone lands in the queue exactly like a self-booking.

6. Check the numbers

• Reports — bookings, money collected, and top customers (turn on in Settings → Business).
• Activity Log — every change and action, admin-only, from Home's quick links.

Sharing LocksmithKit with the people you serve

One link for customers, one for staff — here's where to find them and how to put them on your own domain or website.

Your customer link

1. Open Settings → Customer-facing.
2. Under Your customer link, tap the copy icon.
3. Paste it anywhere — WhatsApp, Google Business profile, your website, van decals via QR.

Customers book on this page, and returning customers tap Track an existing booking on the same page — you never need to share a second URL.

Below the main link you'll also find the Español link — same form, opens in Spanish. Send it to Spanish-speaking customers directly.

The customer portal

Customers track their jobs at the portal — they sign in with phone + PIN (a PIN is always required). They can see status updates and, if Online payments is on, pay their balance there.

• Let customers create their own account with the Allow customer sign-up toggle in Settings → Customer-facing (on by default).

Running more than one location

With Multiple locations on (Settings → Business), each branch gets its own booking URL:

1. Switch the location picker at the top of Settings.
2. Your customer link updates automatically — secondary branches get ?loc= added.

Bookings made on a branch's link land in that branch's queue automatically.

Use the form on your own website

Two options, both in Settings → Customer-facing:

1. Embed the hosted form — put the customer link in an iframe on your site.
2. Connect external form — keep your own HTML form on your own site and point its POST at the Webhook URL shown there. The section gives you a copy-paste HTML sample, a JavaScript fetch sample, and an AI prompt that generates a styled form for you. Only a phone field is required; alerts, customer matching, and tracking all keep working.

Your team's link

1. Open Settings → Staff.
2. Copy the Staff sign-in link and send it only to your team.

Staff sign in with phone + PIN and land on the job queue. They see the app only — never your Pancho billing or other apps.

Demo mode — show the app to anyone

Want to show LocksmithKit to a partner, investor, or fellow business owner without setting them up? Open Settings → Demo mode, switch it on, and tap Save settings — you get a shareable /demo link. Anyone who opens it sees every person in the app and taps a name to be signed in as them instantly — the office side or a customer's portal, no PIN needed. Settings also gives you a ready-made invite message (with the link already inside) to paste straight into WhatsApp or email. It's perfect while your app still holds sample data. Turn Demo mode off before real customers start using the app — while it's on, anyone with the link can sign in as anyone.

Put it on your own domain

1. On the platform sidebar, open Account → Domains.
2. Add a domain you own and set the DNS records shown.
3. Wait for verification and SSL (usually minutes).

After that, every customer link, webhook URL, and staff link in Settings updates to your domain automatically.

Customizing LocksmithKit for your business

Everything below lives on the Settings page. Change what you need, then tap Save settings.

Shape the booking form

In Settings → Customer-facing:

1. Service area — list the cities or neighbourhoods you serve, separated by " · ". Shows on the form's home page so customers can confirm you reach them.
2. Show prices on the booking form — switch off to replace every "from $25" with your own label (default Free estimate; try "Call for price").
3. Edit booking form HTML — the whole form is one HTML file you own. Tap Copy HTML for AI redesign, paste it into Claude or ChatGPT with your changes, paste the result back, and tap Save booking form. Reset to default undoes everything.
4. Default theme for your public pages — Dark (default) or Light. Visitors can still switch.

Tune how jobs are handled

In Settings → Workflow & alerts:

• In-app booking alerts — push to signed-in staff when a booking lands (on by default).
• Auto-accept new bookings — skip the manual Accept step (off by default).
• Daily morning reminder — an ntfy push (and SMS if Twilio is on) listing today's scheduled jobs; pick the hour (default 8 AM).
• Service rate card — standard prices per service, with optional tiers. Tap Open to edit the rates.

Turn modules on or off

• Multiple locations and Reports — bottom of Settings → Business.
• Online payments — top of Settings → Payment provider. Pick Stripe or Paystack and paste your keys below it.
• Service rate card — in Workflow & alerts as above.

Rename things

In Settings → Labels:

1. Change what you call a booking (singular and plural) — "job", "call-out", whatever you say out loud.
2. Set the greeting on your customer portal.

Per-location overrides

With Multiple locations on, the bottom of Settings shows sections tagged Per location for whichever branch is active in the location picker:

• Job handling — auto-accept for this branch only.
• SMS & push — this branch's Twilio "From" number, ntfy topic, and SMS templates.
• Booking form — a different form HTML for this branch's URL.

Leave any field blank to use the app-wide value. New locations inherit the primary location's overrides.

Heads up: your account currency is set once at signup from your phone's country code and can't be changed later. The Currency symbol field in Business only changes what's displayed.