HOW IT WORKS

ONE CONNECTED WORKFLOW INSTEAD OF RE-ENTERING THE SAME JOB.

Locksmithy keeps related records linked so information entered at the start of a job can keep flowing through scheduling, stock, purchasing, documents and accounts.

A TYPICAL FLOW

What happens from booking to accounts.

Job or quote created

Select or create the customer, contacts, vehicle, location and job description.

Staff are booked

Assign a visit and let the technician see it in My Day with the information relevant to the work.

Work and parts recorded

Add work performed, catalogue items, grouped items, notes and checklist results.

Parts can be ordered

Raise an order if stock is required, approve it and create supplier purchase orders.

Goods are received

Record what arrived, where it belongs and link supplier billing information when it becomes available.

Invoice is prepared

Create the invoice from the work and items already recorded, then review totals, customer and references.

Payments are tracked

Record full or partial payments. If an administrator corrects a mis-entry, the balance becomes payable again.

Admin sends to Xero

The invoice waits for review. The administrator can adjust it, select multiple invoices and deliberately send them to Xero.

WHEN SOMETHING IS WRONG

Problems should be visible before they become accounting cleanup.

For Xero-bound invoices, the review workflow checks common blocking conditions and surfaces useful explanations. When relevant, the warning can identify the product code and the stock quantity required, available and short.

Missing customer or invoice linesCorrect the record in Locksmithy and try again.

Tracked stock shortageSee which Xero item is short and by how much before resending.

Xero validation problemThe error is retained against the invoice so it remains visible in the review queue.