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Everything Keyway knows how to explain about itself
Every tool carries its own guide, and this is that guide as a page. It is the same text the window shows: press F1 in any Keyway window for the walkthrough, and Shift+F1 for the keys that window answers.
Keyway is made by Seibs Management Co LLC, and "we" on these pages means that company. More about the company.
Start here
- Installing KeywayWhat you need, what the installer does, and what uninstalling leaves behind.
- The hub: AccessWho may do what in each tool, over which of your records, and who holds each tool's seats. Every change is written to Keyway Core, which enforces it, and kept in the history.
- The hub: Edit viewChange which fields a screen shows, what each is called and the order they come in, for yourself, a role or the whole business, with the screen drawn beside the list as you change it.
- The hub: Set upWhere this business stands on its name, licence, paperwork, timezone, people, mailbox, payments, website project and first workspace, each step done, next, to do or blocked, one press from where it is answered.
- The hub: StoreEvery tool Keyway sells with what it costs, what this business already holds, and where to add the rest. A tool whose price is not published says so, and is never shown as free.
- The hub: TodayThe day this business is having, read back from every tool it holds: what is dated, what is yours and the numbers chosen for your job, each line one press from the work it names.
- The hub: ToolsEvery tool this business holds, each one press from its own window, with the tools it does not hold yet and what each would do.
- The hub: WorkspacesEach workspace opens in a window of its own beside the hub, holding the screens a job uses from any tool this business holds, for one person, a role or everybody.
- Your first dayAn hour on the first morning, in the order that pays for itself soonest.
- Getting your data inYour asset register, contracts, policies, check sheets and customer list, from the spreadsheet you already keep.
- Getting your data outWhere your records are, how to take a copy, and what is still owed.
- What happens when you stop payingEverything you recorded stays readable and stays exportable. What stops is writing.
One page per tool
48 tools. A page exists whether or not this business bought the tool, so you can read what one does before you pay for it.
- Ask Your RecordsSomebody asks what you agreed with a customer, and the answer is spread over a contract, three calls and a timeline. Ask it here in plain words and get one answer, with every claim carrying the record it came from.
- Assets and EquipmentThe vans, tools, plant and laptops the business owns, with the dates that matter on them: when each was last serviced, when its certificate runs out, and who has it now.
- AutomationRules that move work along: when something happens to a customer, a contact, a deal or a job, give somebody a task, ask somebody to approve by a day, or prepare a message for a person to release, with every run recorded.
- BidsA buyer sends a tender or a questionnaire with a deadline. Keep the bid, split out the questions, draft each answer from your own evidence, review it against the limit and record who submitted it and how it ended.
- BillingPrice a job, send the customer the number, get it paid and know what is owed. What you charge goes in a price book once; a quote is built from it, an invoice from the quote they accepted, the hours priced on, and a link they can pay on.
- BrandYour logos, colours, wording, pictures and documents in one library: approved before use, rights with their end day, downloads in your sizes with each recorded, where each is used, and your letterhead.
- Cash FlowWhat money the business expects in and out, week by week, from its own invoices, bills, claims and pay periods: the low point, the floor, budgets against what moved, and what-if scenarios that never touch a real record.
- CatalogueWhat you sell, described once: goods, services and bundles with their facts, variants, approved words and pictures, and where each is offered. Prices stay in Billing, the shelf in Stock.
- ChecksA routine somebody has to perform and sign off - a vehicle walk-round, an opening routine, a monthly equipment check - and the permanent record that it was done, on a date, by a person, against a particular thing.
- Client PortalThe record of what a customer was released and when. Name a bundle of documents already on their record, say which people at that customer may have them and until when, and publishing writes it onto their own timeline.
- CommerceSell what is on the shelf and the hours you work, at the counter and online, from one catalogue: an order is what the customer asked for, the invoice is Billing's, and the stock moves through Stock.
- ContinuityWhat your business depends on, what to do when each thing fails and who does it, a plan to hold when the systems are down, and the drills that prove it works.
- Contracts and RenewalsEverything this business has signed, and the date by which somebody has to give notice or it renews on its own. Record an agreement once and it tells you what is closing, what will roll over, and what that will cost if nobody acts.
- CRMWho your customers are and what you are trying to sell them: the companies and the people in them, deals moving stage by stage, what was said to whom, the follow-ups that chase the ones going quiet, and the tasks that come out of it.
- DeskClipSomething on your screen belongs on a customer's record: an error message, a confirmation number, a page somebody needs to see. One keystroke photographs it, you black out what should not be kept, and it is filed against them.
- Document AISomebody sends over a twelve-page agreement, or a questionnaire wanting facts this business wrote down months ago. This reads the document and drafts the answers, and every line names the page or the record it came from.
- Document StudioThe documents you send a customer more than once: written once as a template, filled from the customer, quote, agreement or job they are about, read by somebody else first, printed on your letterhead and signed.
- EventsEvents and classes with a cap two desks cannot sell past: a ticket per place sold on a Commerce order, a door that admits each ticket once, a waitlist, reminders a person sends, and a register for training.
- ExpensesWhat the business spent, and the part a receipt never has on it: why it was business, who was there, and how they relate to you. Recorded on the day, so it still holds up in two years.
- IntakeThe front door. Somebody telephones, somebody walks in, a technician's phone drops photographs into a folder - it all lands in one queue and stays there until a person decides what it is.
- Keyway Scheduling and DispatchBook a job, put somebody on it, and move it when the day changes. A day at a time or the whole week, with the work nobody has been given a date for beside it, and the jobs that come back on a rule booked ahead.
- KnowledgeThe articles your business writes about how it works, each customer's quirks and its own answers, each with an owner, the day it was last checked, and every version kept.
- LedgerThe books, kept from your own records: a journal posted from Billing, Expenses, Stock and Time Clock that is never changed, bank statements matched line by line, and the statements your accountant asks for.
- LicencesEvery subscription and seat this business supplies to its clients, per client: what was bought, who holds it, what is unassigned, what it costs and sells for, and which commitment needs a decision next.
- LocationsYour sites: their hours in their own time, their manager and people, franchise outlets kept apart, people and equipment moved between sites with who and when, and every site side by side.
- LoyaltyReward the customers who come back: points earned on each sale, tiers, rewards spent at the counter or online, paid memberships billed through Billing, and gift cards, with every balance the sum of lines that each say where they came from.
- MarketingTell the people who agreed to hear from you something worth reading, and find out what came of it: audiences from what you already know, campaigns released in batches you press, journeys, and a calendar for what you post.
- MessagesOne thread for each customer, on one number the business owns. The reminder before the visit, the bill after it, the review ask, and whatever they text back, all in one window and all on that customer's own record.
- Network MapA drawing of how a building or a site is wired: the devices, what connects to what, the addresses and the cabling, kept as a record you can hand to whoever asks and read back the day something stops working.
- PartnersWho sends you work, what each referral became and what you owe each partner: a commission earned on every payment a referred customer makes, never on an invoice raised, taken back once on a refund, and settled on a statement.
- PeopleEverybody who works here and the facts about them: who they report to, where they work, what they are paid, and the four occasions those facts are for: starting, being away, being reviewed and leaving.
- PhoneEvery call your own phone system takes or makes, on the customer it was with: placed from their record through the softphone you already use, logged from your provider with who took it, and the recording left where your provider keeps it.
- Policies and TrainingFor any chosen date - today or two years ago - what rules were in force, which training your people had done, who had acknowledged the version that was in force, and which certificates were valid, answered from the records kept here.
- ProjectsA job the business is doing for a customer, planned as tasks and milestones on a timeline, with what it was quoted at, what it has cost so far in hours and spend, and whether it is making money.
- ProofingSend a customer a design, a PDF or photographs to look at, get back their marks and their decision, and keep every round. An approval holds to the exact files, and nothing goes out without a press.
- ReceptionThe front door: who is expected today, visitors and contractors signing in and out with the texts you ask them to accept, the insurance check, badges, who is on site and the evacuation list.
- RecruitingThe people who want to work for this business: each opening and its stages, who applied and where they have got to, the interviews and what each interviewer thought, the offer, and the day a turned-down applicant's details are removed.
- RentalsRent the vans, equipment and rooms the business already keeps to its customers for a time: what each costs by the hour, day or week, what is free when, the deposit, the checks at handover and return, and what is out, due back and late.
- ReportsThe business's own questions asked of every tool at once: revenue, what is owed and how old, margin by job, utilisation, service levels, compliance, stock and licence decisions, compared across periods, printed as a pack.
- Review CaptureAsking a customer for a public review at the moment the work is finished, keeping the list of who was asked, who left one and who was never chased, and separately asking them privately how a finished job went, naming the people who did it.
- ScribeRecords a meeting, a call or a field note, turns it into a written record you check line by line, and files that record on the customer's history. The recording itself never leaves this machine.
- Service DeskWhat customers have asked this business to fix or answer, who has it, how long they have been waiting against what was promised, and the record that it was dealt with.
- SOP RecorderRecords a task once while you do it on screen, cuts it into numbered steps with a screenshot of each, and files it as a written procedure. Keystrokes are never recorded, and nothing is filed until you have checked every shot.
- Stock and ProcurementWhat the business buys, from whom, what it paid, what is on the shelf or the van right now, and which bills are due. So a job is quoted from real costs and nothing runs out on a Friday.
- Time ClockClock in and out at a shared machine, take a break or a lunch, and see the week that comes out of it. Build the rota people are meant to work, book leave against it and share out tips. The period leaves as a payroll file.
- TravelTrips your people take for work: held against the travel policy you write, signed by whoever you choose, bookings kept with their confirmations, spend matched from Expenses, and each traveller's itinerary in one place.
- VaultThe sign-ins, cards, notes and files your business runs on, each one readable only by the people it was shared with, encrypted on this machine before Keyway stores it, and every read recorded before it is shown.
- WebsitesYour public website, built from what Keyway already keeps: your logo and colours, hours, services and prices, team and contact form. A person presses Publish; your domain stays yours.