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Who it's for / Locksmiths
Locksmiths usually charge a service call to come out, then a flat price per job, such as a lockout or a rekey per cylinder, with new locks and keys at the price they set and a higher rate at night and on weekends. Businesses and property managers order rekeys between tenants, master key systems and access hardware, and often pay on account. Tell Clodou what you did and at what price: it writes the invoice or the quote and keeps track of who still owes you.
"Invoice Kim Lopez: service call $65, house lockout $85 and the after-hours charge of $50" writes three lines, $200. Clodou uses your prices; it never picks a rate for you.
Give rekeys per cylinder, keys per copy and new hardware per piece, such as 6 cylinders at $25 and 2 deadbolts at $145, and Clodou writes each line with its total.
Quote a master key system or a set of new locks with each item on its own line. When the customer accepts, the quote becomes the invoice, with their purchase order number in the note.
Most locksmiths charge a service call or trip fee, then a flat price per job, such as a house or car lockout, or labor by the hour for longer work. Nights, weekends and holidays often carry an extra charge. Give Clodou each with your price as its own line, so the customer sees what they pay for. Clodou never adds a fee by itself.
Rekeys are usually priced per cylinder, key copies per key, and new locks, deadbolts or smart locks per piece, at the price you set. Give the quantity and the price, such as rekey, 6 cylinders at $25, $150. In some places sales tax applies to hardware and not to labor: give a line its own rate, or none, and check with your accountant.
Businesses, landlords and property managers order rekeys between tenants, master key systems and access hardware, often with a purchase order and payment terms. Quote the larger jobs first, invoice each job with the address in the line, and set the due date to their terms; Clodou keeps each on the list of what is owed until you record the payment.
Step 1
Invoice Kim Lopez for tonight: service call $65, house lockout $85 and the after-hours charge of $50. She paid at the door.
Adds Kim Lopez as a client and creates invoice INV-0940 with three lines: service call, $65.00; house lockout, $85.00; after-hours charge, $50.00. No tax is set on this workspace, so the total is $200.00. It marks INV-0940 as sent and shows an approval card to record $200 received; once you approve it, the invoice is marked paid.
Step 2
Invoice the Brennans for today: service call $65, rekey 6 cylinders at $25 and 4 keys at $5. I sent it to them.
Finds the Brennans and creates invoice INV-0941 with three lines: service call, $65.00; rekey, 6 cylinders at $25, $150.00; keys, 4 at $5, $20.00. Total: $235.00, and INV-0941 is marked as sent.
Step 3
Quote Harbor Dental a master key system: 12 cylinders at $35, 30 keys at $6 and 2 deadbolts at $145. PO 6620.
Finds Harbor Dental and creates quote DEV-0163 with three lines: master keyed cylinders, 12 at $35, $420.00; keys, 30 at $6, $180.00; deadbolts, 2 at $145, $290.00. Total: $890.00, with PO 6620 in the note.
Step 4
Harbor Dental accepted and we installed it today. Turn DEV-0163 into an invoice, due in 30 days, and I'll send it.
Creates draft invoice INV-0942 for $890.00 with the same lines and note, plus a reference to DEV-0163, due in 30 days, ready for you to check and send.
Invoice Kim Lopez: service call $65, house lockout $85 and the after-hours charge of $50
Invoice the Brennans: service call $65, rekey 6 cylinders at $25 and 4 keys at $5
Quote Harbor Dental a master key system: 12 cylinders at $35, 30 keys at $6 and 2 deadbolts at $145
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