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Key Automate - Release Notes 2024
Key Automate - Release Notes 2024
Updated this week

Get ready for some exciting updates! We're thrilled to introduce our latest features that will make your experience even better.

Dive in to see what's new and start exploring!


Release Notes Key Automate | December 2024

✨ Auto-Synced Key Borrowing Reasons from Inspection Manager

Key Automate now streamlines key borrowing management by automatically syncing and populating booking reasons directly from the Inspection Manager. Borrowing reasons like “Ingoing Inspection,” “Routine Inspection,” or “Outgoing Inspection” are seamlessly displayed based on the inspection type, saving time and improving clarity. If syncing fails, the system defaults to “Other” with a helpful note: "Synced from Inspection Manager." This update ensures effortless tracking and better coordination, making your key management process smarter and more efficient.


✨ Automated Booking Creation for Inspections

Streamline your inspection and key management workflow with our new Automated Booking Creation Integration. Now, every inspection created in CMS/OneApp can seamlessly sync with KeyAutomate (KA) to automatically generate a corresponding booking. This real-time integration includes borrower details, inspection type-specific reasons, and calculated check-in/check-out dates, ensuring efficiency and accuracy. With customisable options to enable or disable bookings per inspection, you maintain full control while enjoying a smarter, more streamlined booking process. Simplify operations and focus on what matters most with this cutting-edge integration.

✨ Key Management Enhancements: Add Key Labels

Key Automate now allows you to create and manage Key Labels for streamlined key organisation. Key Managers can generate key copies linked to original keys and assign custom labels like "Master," "Tenant," or agency-specific names. These labels can be added, edited, and deleted in the "Settings" section, offering full control over your key organisation.

Key details, including labels, are reflected across the system in the Virtual Key Cabinet, Quick View pop-up, Key Details Drawer, and Check-in/Check-out drawers. This update enhances visibility, simplifies workflows, and ensures efficient key handling, making your daily operations smoother and more effective.

✨ Automatic Removal of Expired Bookings

KeyAutomate now ensures expired bookings no longer appear in the "Booked Date(s)" section or search results, improving your key management efficiency. Once a booking's check-in date has passed and the key remains unchecked, the system automatically removes it, keeping your workflow focused on current and future bookings.

This enhancement applies to both the Key Detail drawer and search/filter functions, allowing you to view only active or upcoming bookings. By eliminating outdated entries, this feature streamlines your key management tasks and reduces unnecessary distractions.

✨ Alphabetic-Numeric Key Sorting in Virtual Key Cabinet

The Virtual Key Cabinet in KeyAutomate has been improved to make the key organisation more logical and user-friendly. Keys are now automatically sorted in Alphabetic-Numeric order, with those starting with letters displayed first in alphabetical order, followed by keys starting with numbers in ascending numerical order.

This update ensures a smoother search and retrieval experience, helping you quickly find the keys you need.


Release Notes Key Automate | November 2024

✨ Enhanced Key Activity Timeline and Email Notifications

Key Automate now features a dedicated Activity Timeline for each key, logging all actions in detail for easy reference. Property managers will receive real-time email notifications whenever key bookings are updated or cancelled. This streamlined communication ensures smooth tracking and transparency for all key-related transactions.

✨ Custom Key Borrower Management in Key Automate

Key Automate introduces a new feature that allows Property Managers to independently add, edit, and delete custom key borrowers directly within the app. These borrowers can seamlessly borrow and return keys like synced users. The new "Manage Key Borrowers" tab provides an intuitive interface to manage and filter custom borrowers, streamlining the key lending process. Custom borrowers will be marked with an "External" user role and will not be synced with the Trust system, ensuring flexibility and control over key management operations.


Release Notes Key Automate | September 2024

✨ Key Management Made Simple with the Confirmation Drawer

Streamline your key management process with the new Confirmation Drawer feature in Key Automate. Whether you're checking in or checking out keys, this update provides a comprehensive review system for Key Managers, allowing you to verify and modify key details before finalising. With editable fields for key borrowers, borrowing reasons, check-out and check-in dates, and issue flags, this tool ensures accuracy and flexibility. Plus, mandatory fields and validation checks offer a more secure and controlled workflow, making key management effortless and efficient!

✨ Flexible Key Management with Editable Check-In Dates

Now you can easily edit the check-in dates of keys marked as "Checked out" or "Overdue" in Key Automate. This new feature gives you greater flexibility to adjust key return timings based on your needs. This enhancement provides more flexibility for adjusting key return timings based on borrower needs while maintaining all crucial booking validations. With a streamlined interface, Key Managers can now easily update the check-in date, ensuring efficient management without the administrative hassle. The check-in process is designed to be secure, as all other booking details remain consistent. Enjoy a smoother, more responsive workflow with this update!

✨ Quickly Flag Key Issues and Streamline Check-ins with Ease

Stay on top of key management like never before with our new Key Issue flagging feature! Whether dealing with a broken key or a malfunctioning lock, Key Managers can now easily mark and describe any key issues directly in the system. Visual tags and detailed descriptions are displayed prominently on key details and quick views, allowing informed decision-making during check-ins and check-outs. Keep your keys in check, streamline operations, and ensure no issues go unresolved!

✨ Streamlined Key Management: Add and Track Borrowing Reasons with Ease

KeyAutomate now offers Key Managers the ability to seamlessly add, view, and edit borrowing reasons for each key booking. Whether it's for a routine inspection, maintenance, or other purposes, you can ensure full visibility and accuracy. With predefined options and customisable reasons, managing the why behind each key’s movement has never been simpler.

Additionally, syncing with Inspection Manager will automatically populate relevant reasons based on the type of inspection. Key Managers can also edit borrowing reasons during check-in and check-out, ensuring all information is up-to-date. Custom borrowing reasons can be created, edited, or deleted directly from the settings, giving complete control over the reasons used.


✨ Automated Email Notifications for Key Actions

Stay informed and keep your property management operations running smoothly with automated email notifications for key-related actions. Whether it's adding a booking, marking a key as checked out, or addressing overdue keys, this feature ensures that both key borrowers and property managers receive timely updates, helping improve communication and efficient key tracking.



✨ Step into the Future of Property Management with 360 AI!

Revolutionise how you manage and inspect properties with our game-changing 360° AI feature! Now live at Inspection Manager! This powerful tool brings virtual tours and 360° images right into your inspection reports, making property evaluations smarter and more efficient than ever.

Ready to experience the future of inspections?

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