Summary
Learn how to access the Key Automate dashboard, interpret colour‑coded statuses, filter by bookings, and search by property, key, or borrower.
This article covers:
About the Key Automate dashboard
Key Automate provides a virtual key cabinet that consolidates your key status, borrowers, and lending history.
Note: Before you begin, ensure that Bricks + Agent is enabled to access Key Automate.
Access the dashboard
To access the dashboard:
In Key Automate, click the key icon (Key Cabinet) to load the dashboard
View and filter by status
The dashboard uses colour tags to speed up status recognition.
Green - Checked in (keys in cabinet)
Yellow - Checked out
Blue - Ready to collect
Orange - Overdue
Red - Missing
Filter by clicking a status
On the dashboard, click a status (e.g., Checked in)
The list filters to only that status
Click additional statuses to combine views (e.g., Checked out and Overdue)
Note: The default status filter is All; combine status filters to manage exceptions (e.g., show Checked out + Missing to triage high‑risk items).
Filter by bookings
Use bookings filters to prepare keys for near‑term collections.
In the Bookings filter, select None to include all keys (Default)
Switch to Today to show keys planned for today and tomorrow
Choose This Week to see items planned across the current week
Optionally narrow by status at the same time (e.g., Ready to collect for Today)
Tip: Pair Ready to collect with Today to prepare only the keys required now, then print/pull the subset for your front desk.
Search for keys
To search, select your scope among Property, Key, or Borrower, then enter an address, key ID or label, or borrower (such as a trade name).
Click the Search box
Choose your scope: Property, Key, or Borrower
Type an address, key ID/label, or borrower (e.g., trade name)
Press Enter to view matching records and their status
Tip: To see keys checked out by a specific trade or staff member, search by Borrower and combine with the Checked out status.