Rekey + Lock Change SOP

Purpose

Standardize rekey (change pins, keep lock) + lock change (replace entire lockset). Common after move-in, contractor work, lost keys, divorce, or security upgrade.

Scope

Residential pin-tumbler locks (most common). Excludes high-security restricted-key systems (specialty), commercial master-key systems (separate complexity), electronic/smart locks.

Prerequisites

• Pinning kit: pins of various lengths
• Plug follower
• Spring tweezers
• Tension wrench
• New keys (blanks matching lock manufacturer)
• New lockset if replacing
• Lubricant (graphite or specialty lock lubricant)
• 15-45 minutes per lock

When to rekey vs replace

Rekey: typical Replace: (depending on quality)

Rekey procedure

Step 1: Verify customer wants rekey

• Discuss with customer: rekey changes pin tumbler so different key works
• Old key won't work; new key (provided by you) will
• All keyed-alike locks must be rekeyed (matching key)

Step 2: Remove lock from door

• Remove face screws (usually 2)
• Pull lock out from interior side
• Note: deadbolts have a separate procedure (cylinder removable)

Step 3: Take apart the cylinder

For knob lock:

1. Insert key + turn 90°
2. Push retaining clip / cylinder pin
3. Cylinder slides out

For deadbolt:

1. Insert key
2. Turn key 90°
3. Cylinder pulls out

Step 4: Remove pins

1. Use plug follower to push out the plug (cylinder core)
2. Keep follower flush with chamber to prevent springs + drivers from falling
3. Carefully remove plug

Step 5: Re-pin with new pins

1. Choose pins per new key bitting (each pin must equal that position's depth)
2. Insert bottom pins into the cylinder chambers
3. Insert spring + driver pin on top
4. Use the plug follower to reinsert the plug

Step 6: Test

1. Insert new key - should turn smoothly
2. Test old key - should NOT turn
3. If issues: re-pin and re-test

Step 7: Reinstall

1. Slide cylinder back into housing
2. Replace retaining clip
3. Reinstall lock on door
4. Test full operation

Step 8: Cut + give customer keys

• Provide 2-3 keys minimum (one set for customer; 1-2 spares)
• Tag with "DO NOT DUPLICATE" if customer requests

Lock change procedure

Step 1: Remove old lock

1. Identify lock type (handle, knob, deadbolt)
2. Remove screws + interior trim
3. Pull lock from door
4. Inspect door bore + latch hole

Step 2: Inspect door + frame

• Door thickness (standard 1-3/8" or 1-3/4")
• Door bore (standard 2-1/8" diameter)
• Backset (standard 2-3/8" or 2-3/4")
• Strike plate condition
• Frame condition

Step 3: Install new lock

1. Latch bolt goes in first (latch facing strike side)
2. Lockset bolted from both sides through latch
3. Tighten screws evenly
4. Verify smooth operation
5. Test key + turn knob/lever

Step 4: Install/upgrade strike plate

• 3" screws (not the short ones included) for kick-resistance
• Strike plate aligned + secure
• Latch + bolt engaging fully

Step 5: Adjust if needed

• Latch not engaging: shift strike plate up/down
• Door not closing fully: shave the strike opening
• Knob loose: tighten interior screw

Common pitfalls

• Incorrect pinning depth: lock won't operate or jams
• Lost springs during disassembly: replace with kit
• Mixed pin sizes: re-pin and re-test
• Cylinder reinstalled backwards: lock works but doesn't lock or unlock correctly
• No test of old key after rekey: customer thinks they're safe but old key still works (rare but possible if missed pins)
• Wrong key blank: doesn't fit cylinder
• Strike plate too tight: door doesn't close cleanly
• Frame too soft: long screws still pull out

Security upgrade opportunities during rekey/change

When at customer's home for a rekey, recommend (without pressure):

• Deadbolt if only knob lock exists
• Strike plate reinforcement (longer screws, security strike)
• Smart lock conversion
• Door reinforcement (security hinge screws)
• Window locks
• Spare keys for family members + lock-out prevention

Document recommendations; let customer decide.

High-security upgrades

For customers wanting better security:

• Bump-key resistant locks (e.g., Medeco, Mul-T-Lock, Schlage Primus)
• Pick-resistant mechanisms
• Restricted key systems: key blanks only available from licensed locksmith with customer authorization
• Smart locks (Schlage Encode, August, Yale, etc.)

These cost more but offer real security improvement over basic Kwicker/Defiant.

Documentation + records

For each job, document:

• Customer info
• Type of work (rekey, replace, both)
• Locks worked on (where + how many)
• Keys provided (how many)
• Customer ID verification (especially for restricted-key)
• Payment received

Retain records 7+ years.

Customer education

After service:

• Show customer how to operate new lock / new key
• Explain warranty (typically 1 year labor + manufacturer warranty)
• Recommend annual lock maintenance (lubrication, screw tightening)
• Provide your contact for any future issues

Smart lock conversion

Increasing customer interest:

• Battery-powered electronic
• Bluetooth, WiFi, or Z-Wave
• Keypad codes + temporary codes for visitors
• Smartphone app control

Discussion points:

• Battery life
• WiFi vs Bluetooth (offline vs remote access)
• Compatibility with smart home (Apple HomeKit, Google Home, Alexa)
• Backup mechanical key (most smart locks have this)
• Auto-lock feature
• Cost:+ for the lock; install

When customer asks "which is best?"

For standard residential:

• Budget: Kwikset SmartKey (re-keyable by customer, decent security)
• Mid-tier: Schlage Plymouth or B60 (very common, good)
• Premium: Medeco or Mul-T-Lock (high-security)
• Smart: Schlage Encode (built-in WiFi, no hub needed)

References

• ALOA pinning + service standards
• ANSI/BHMA grade ratings for locks
• Manuall internal: Lock Types + Mechanisms Reference