When you arrive at a job site, the first 60 seconds determine the efficiency of the entire service. Begin by clearing a safe work perimeter and positioning yourself at eye level with the lock face. Observe the lock’s exterior: note the shape of the latch bolt, the presence of a deadbolt, and any visible brand embossing. Most manufacturers embed a three‑digit code on the faceplate; this code, when cross‑referenced with a lock identification chart, reveals the series and keyway type. For example, a “310” stamped on a Schlage deadbolt indicates a #1 keyway, while “511” on a Kwikset lock points to a different key profile.
Next, measure the bore depth and backset. Use a calibrated depth gauge to record the distance from the faceplate to the rear of the cylinder; residential locks typically sit at 2‑inch backset, whereas commercial mortise locks may be 2½ inches. Record the cylinder length (e.g., 1‑inch, 1‑¼‑inch) and note any side plates or protective shields. These dimensions, combined with the keyway code, allow you to pull the exact lock model from the master reference database on your tablet or printed chart. Confirm your identification by testing a sample key if available; a proper fit without force confirms the model, while resistance signals a mismatch and prompts a re‑check of the markings.
Finally, document the findings on the service ticket. Include the lock brand, model number, keyway, bore depth, backset, and any unique features such as anti‑pick pins or electronic components. Photographs should be taken from multiple angles, focusing on the faceplate and any serial numbers. This documentation not only streamlines parts ordering but also provides a clear audit trail for the client and for future maintenance visits.
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