How to set job site key and access rules
Taking custody of a customer's key or code is a responsibility. Written rules prevent lost keys and awkward disputes.
- Ask how access works. Lockbox, garage code, neighbor, or customer present?
- Record who received what. Note the date, the person and the item.
- Limit who can use it. Only the assigned technician should hold a key or code.
- Return or retire it. Hand keys back at job end and ask customers to change temporary codes.
- Keep codes out of public notes. Store them where only the team can see them.
Common questions
Should I keep customer keys overnight?
Avoid it when you can. If you must, store them securely and log them.
What if a key is lost?
Tell the customer immediately and follow your insurance guidance.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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