Introduction

This article outlines seven key management actions available to help you manage property keys efficiently. All of these actions can be accessed from the Keys tab on the Property Detail Page.

Summary

• Creating Key Set
• Checking Out a Key
• Checking In a Key
• Reporting a Key Lost
• Reporting a Key Damaged
• Archiving a Key
• Unarchiving a Key

Creating Key Set

1. On Key tab of a property, click on the "+" icon at the top right of keys list. 

   

   and complete the following fields:

   • Keys Photo (optional)

   • Description (optional)

   • Storage Location

   • Curren Holder 

     • In System Contact (you can select agent or contact)

     • Manual Entry

   • Total Keys

     

2. Click Confirm

The new key will then appear under the Keys List on key tab.

Checking Out a Key

Available when the key is in Available or Damaged status.

Steps:

1. Click Check Out on the key card

2. Complete following fields:

   • Check Out Of

     • In System Contact (you can select agent or contact)

     • Manual Entry

   • Reason for check out
   • Expected Return Date
   • Note

3. Click on Check Out

Checking In a Key

Only available when a key is in Checked Out status.

Steps:

1. Click Check Out on the key card

2. Complete following fields:

   • Return By
     • In System Contact (you can select agent or contact)

     • Manual Entry

   • Return Date
   • Current Holder
   • Note

3. Click on Check in

The key returns to Available status.

Reporting a Key Lost

Available under:

• Available

• Checked Out

• Damaged

Steps:

1. Click More → Report Lost

2. Complete following fields:

   • Lost By

     • In System Contact (you can select agent or contact)

     • Manual Entry

   • Lost Date
   • Lost Reason

Status becomes Lost, and corresponding buttons adjust automatically.

Reporting a Key Damaged

Available under:

• Available

• Checked Out

Steps:

1. Click More → Report Damage

2. Complete following fields:

   • Damaged By

     • In System Contact (you can select agent or contact)

     • Manual Entry

   • Storage Location
   • Current Holder
   • Damaged Reason

Status becomes Damaged.

Archiving a Key

Available under all statuses except Archived.

Steps:

1. Click More → Archive

  2. Click on Archive, Success toast appears: “Key Set is archived.”

Archived keys remain under the property but do not appear as active.

Unarchiving a Key

Only available under Archived.

Steps:

1. Click Unarchive

  2. Click on Unarchive, Success toast appears: "Key Set Unarchived Successfully."

The key returns to Available status.

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.