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Keys tab

Updated

Introduction

The Keys tab on the Property Detail Page provides a property-centric view of all keys associated with a specific property. From here, you can access and manage key cards and track keys by their current status, including Available, Checked Out, Damaged, Lost and Archived. This makes it easier to monitor key movements, support audits and manage property handovers effectively.

 

Summary

 

Accessing the Property's Key tab

  1. Navigate to Sales → Properties → (select a Property). Within the property’s detail page, select the Key tab (or Keys) from the top navigation. You will see all keys currently linked to that property, with their details and status.

2. Navigate to Sales → Keys → click on a property address and you can also see the key tab.

 

Key Cards

Under the Key tab, each key associated with the property is displayed as an individual card. The card layout and available actions vary depending on the Key Status. There are five statuses:

Available · Checked Out · Damaged · Lost · Archived

1. Keys in "Available" Status

  • Key Code

  • Storage Location

  • Holder

    • Name

    • Phone (or N/A if unavailable)

    • Email (or N/A if unavailable)

    • Clicking the phone or email icon triggers a call or email action, which is automatically logged in the property’s Call/Email Activity.

  • Total Keys (for the property)

  • Last Activity Time

Actions Available

  • Check Out – opens the Check Out modal

  • Key Log – opens the log history for this key

  • More

    • Edit – opens the edit modal

    • Archive – opens archive the key modal

    • Report Lost – opens Report Lost modal

    • Report Damaged – opens Report Damaged modal

2. Keys in "Checked Out" Status

  • Key Code

  • For [Checked Out Reason]

  • Expected Return Time

  • Holder

    • Name + contact info (phone/email, or N/A if empty)

  • Total Keys

  • Last Activity Time

Actions Available

  • Check In 

  • Key Log

  • More - Edit\Archive\Report Lost\Report Damaged

3. Keys in "Damaged" Status

  • Key Code

  • The Key are Damaged

    • This key was reported damaged on ... . Please refer to the Key Log for full audit history.

  • Total Keys

  • Last Activity Time

Actions Available

  • Check Out 

  • Key Log

  • More - Edit\Archive\Report Lost

4. Keys in “Lost” Status

  • Key Code
  • The Key are Lost
    • This key was reported lost on ... . Please refer to the Key Log for full audit history.

  • Total Keys

  • Last Activity Time

Actions Available

  • Key Log

  • More -Edit\Archive

5. Keys in "Archived" Status

  • Key Code

  • The Key are Archived
    • This key was reported archived on 3 months ago. Please refer to the Key Log for full audit history.

  • Total Keys

  • Last Activity Time

Actions Available

  • Key Log
  • Unarchive

 

Key Actions

To learn more about above key management actions, please check Key Management.

 

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.

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