Keyser Built To Deliver

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Keyser Built To Deliver

Customer Quote Review

Review quote

Open the quote, review the scope and totals, and approve or request changes.

Sent

Scope of work

No scope details were added to this quote yet.

Line items

Total $0.00

Latest response

Keyser Built To Deliver

Office Wallboard

Deployment Command Center

Live deployment status for the office team.

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Keyser Built To Deliver

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Version

Command Center

Sign in to open Keyser Command

Command Boards

Deployment Command Center

AI

Command Suggestions

Deployment Workspace

Open the selected deployment command view

Deployments open in a focused command window so the board stays clean while your team works the field execution.

Deployment Workspace

Select a deployment

Selected Deployment

Select a deployment

Timeline, forms, files, notes, and field activity will appear here.

Deployment Detail

Deployment Detail

Sign in and choose a job to view job information, required forms, files, submissions, and GPS activity.

Command Actions

Update this deployment

Choose A Command

Select an action above to open just that form.

Assign technicians

Assign customer access

Assigned PM / office owner

Site customer / on-site contact

Scope of work

Send template email

Set schedule

Pricing & pay

Add UPS / FedEx tracking

Add timeline update

Customer / PM job chat

Submit site survey notes

Complete required PDF-based form

Pick one of the forms needed for this job.

Customer signature

Clock in / out with GPS

Uses this device location and only saves when you are within 150 feet of the job address.

Current GPS will be captured when you save.

Upload file or photo

Capture serial-number photo

Command Chat

Select a deployment

Jobs

Search and open deployments

Create job manually

Build a new job directly in the CRM and assign the office owner and customer up front.

Email Intake

Inbox to deployment builder

Inbox

New emails

Preview

Selected email

Manual entry

Pick an intake email to preview the original message here.

Suggested existing jobs Confidence

Suggested matches will appear when the intake includes a recognizable job ID, sender, site name, or address.

Builder

Create new job

New job

Pick an inbox email on the left, then create a new job here or attach it to a suggested match.

Command Settings

System and intake setup

Company and intake settings

Address Lookup

Live address suggestions

Use Google Places for stronger live address suggestions while typing in job forms and email intake. If the key is blank, the app will fall back to OpenStreetMap suggestions.

Office Wallboard

Public TV dashboard

Use this on the 55-inch office screen. The wallboard stays read-only, refreshes automatically, and does not require a sign-in once the secure link is created.

Account Security

Two-factor authentication policy

Affected people will be required to set up Google Authenticator the next time they sign in. Their password works only to begin secure enrollment.

Closeout

Client packet customization

Save these settings, then regenerate the client packet on any job to rebuild it with the new layout choices.

Preview

Live packet preview

This preview reflects your current settings instantly. Save settings and regenerate a client packet to apply the design to the PDF.

Quote Branding

Customer quote document

This controls the real PDF opened from a quote and sent to customers. It uses the installed Keyser logo; update the document title, contact email, colors, and customer-facing text here.

Supported merge fields for the approval email:

{{companyName}} {{recipientName}} {{quoteNumber}} {{quoteTitle}} {{siteName}} {{siteAddress}} {{quoteTotal}} {{assignedOfficeName}} {{approvalLink}} {{pdfLink}} {{pdfLinkLine}} {{expiresAt}} {{quoteContactEmail}}

Preview

Live quote PDF preview

This preview reflects your quote PDF settings instantly. Save settings and regenerate a quote PDF from Quotes to apply the design.

Preview

Live approval email preview

This preview reflects your approval email subject, body, expiration window, and public review link instantly.

OpenAI

Document parsing and job summaries

Save these settings to enable PDF extraction, job summaries, and smarter intake parsing without editing the server by hand.

Carrier APIs

Live shipment tracking

Stripe

Hosted payments and autobilling

This powers invoice pay links, quote deposits, and subscription signup links for recurring service plans.

For automatic paid-status sync, add a Stripe webhook endpoint at https://keysercommand.com/api/stripe/webhook, subscribe it to checkout.session.completed, checkout.session.async_payment_succeeded, invoice.paid, invoice.payment_failed, customer.subscription.updated, and customer.subscription.deleted, then paste Stripe's signing secret above.

Microsoft 365

Live mailbox connector

Template Emails

Customer email library

Use merge tags like {{jobId}}, {{jobTitle}}, {{siteName}}, {{siteAddress}}, {{customerName}}, {{siteCustomerName}}, {{assignedOfficeName}}, and {{scheduleStatus}}.

Google Workspace

OAuth mailbox setup

POP / IMAP

Standard mailbox setup

Job Form

Complete form

Completed Form

PDF preview

Download PDF

Quote Approval

Review and sign quote

Quote

Review the scope, totals, and signature request below.

Sent
Signature

Form Library

Build and upload job forms

Create a new in-system form

Fields

Build the web form

Available Forms

Library

Timeline Detail

Job update

Users

Manage logins

Add user

Customer Account

Company and contact details

Start with the company, then add the point of contact who should log in under that customer name.

Step 1 · Customer company

Create the company first, or choose an existing one before adding the point of contact.

Step 2 · Point of contact

This contact is the person under the company who receives updates and can sign in.

If Microsoft 365 is not connected yet, the temporary password will be shown to you so you can send it manually.

Select a user

Click a person in the list to update their info and permissions.

My Profile

Update your account

U
User Upload a profile image, update your name and email, and change your password.

Security

Google Authenticator

Two-factor authentication is not enabled.

Google Authenticator setup QR code

Scan this QR code with Google Authenticator, then enter the six-digit code.

Mobile Push

Push handoff devices

Recent Push Activity

Mobile deep links

PDF
PDF created The completed form was saved to the job.