Keys
Overview
To track keys, record a key on the property under Property key details in Property Setup, then check it In or Out whenever it changes hands. Quickly from global search (⌘K / Ctrl+K) → Key check in / out, inline from the Properties table, or in bulk from Inspections or Viewings. Add the key columns to the Properties table to see who holds every key.
Record a key on the property
Note: There is no separate key-holder field. Record who currently holds the key in Key notes.
Check a key in or out quickly
Note: Key check in / out only appears in a property's actions once a key has been recorded on it (see the section above).
Check out keys in bulk
Note: Any selected row whose property has no key on file is listed as blocked, and Continue stays disabled until you deselect it or record a key on that property first. Bulk Check out keys is on the desktop table only. It isn't available on the mobile Viewings view.
See who holds your keys (keys report)
The same Key Number and Key Checked In columns can also be switched on in the Inspections and Viewings tables, so you can see key state while you plan a run.
Frequently asked questions
Where do I first add a key?
In Property Setup under General property details → Property key details. Set Does this property have a key? to Yes and the Key number, checked-in state and Key notes fields appear.
How do I record who is holding a key?
There's no dedicated key-holder field. Note it in Key notes when you check the key in or out. The quick Key check in / out modal requires a note every time, so the handover is always captured.
Why can't I see the Key check in / out action for a property?
That action only shows once a key has been recorded on the property. Add one in Property Setup under Property key details, then it appears in the property's global-search actions.
Can I check keys in or out for several properties at once?
Yes. On the Inspections page or the Viewings page, select the rows, click Check out keys, set the Key state and click Continue. Every selected property gets the same state. Any selected property with no key on file is flagged and blocks the update. Deselect those rows (or record a key first) before Continue becomes available.
How do I run a report of all my keys?
Open the Properties table, click Columns and turn on Key Number, Key Checked In and Key Notes, then filter by Key Checked In to see which keys are in or out across your portfolio.