Know which keypad access requests are worth a site survey
Cliont's keypad access intake asks about property type, door or gate count, and existing wiring before a site survey gets booked, with photos of the entry point attached to every submission that lands in your CRM.
The exact intake your keypad access system leads complete
This is the real 7-question guided intake for Keypad Access System — the same flow your customers finish before you ever pick up the phone.
What a qualified keypad access system lead should tell you
Installation, replacement, repair, expansion, or reprogramming of keypad-based entry systems that control access to a door or gate, spanning single-door residential jobs through multi-door commercial and multi-unit properties.
- Property This
- Done With Keypad Access
- Many Doors Or Gates
- There Existing Electrical Wiring
- Property Owner Or Authorized
- Soon This Work Completed
- Want Keypad Integrated With
The questions your team needs answered
Every keypad access system intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| What do you need done with the keypad access system? | New installations and replacements carry the highest weight, so these jobs are prioritized over simple reprogramming requests. |
| How many doors or gates need keypad access? | Door and gate count sets the true scope of the job, separating a single-door reprogram from a multi-door commercial project. |
| Is there existing electrical wiring at the entry point for the keypad? | Knowing whether wiring already exists tells your technician if the job needs added electrical work before a price can be quoted. |
| Are you the property owner or an authorized decision-maker for this installation? | The large weight gap between owner and non-owner answers flags leads that need authority verification before a site survey is booked. |
| How soon do you need this work completed? | Timeline weight helps rank leads that need immediate scheduling above those still planning ahead. |
| Do you want the keypad integrated with an existing security or alarm system? | A request to integrate with an existing alarm system signals extra technical scope that should be assigned to a qualified technician. |
How Cliont scores keypad access system leads
Every answer is weighted automatically — no manual review required.
Value signals
- New installation
- Replace existing system
- Repair a malfunction
- Add more keypads
- Reprogram access codes
- Property Owner Or Authorized: yes
See the lead your team receives
Keypad Access System Lead – New Installation, Business
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for keypad access system workflows
| Cliont capability | Keypad Access System application |
|---|---|
| Weighted scoring by request type | New installations and replacements score higher than reprogramming requests, so your CRM surfaces the larger keypad jobs first. |
| Decision-maker verification | A non-owner submission on the property-owner question is weighted lower, flagging tenants or managers on multi-unit properties for confirmation before a survey is booked. |
| Entry-point photo capture tied to wiring answer | Photos of the door and any existing wiring are collected alongside the wiring-status answer so your technician can pre-assess electrical work before the site visit. |
| Property-type routing | Business, facility, school, and multi-unit answers can route to commercial-capable technicians while home answers route to standard residential scheduling. |
Common keypad access system lead scenarios
New install, no wiring yet
A business owner requests a new installation but the entry point has no existing electrical run, which changes the scope and cost before a survey is booked.
Multi-door commercial replacement
A facility manager needs a failing system replaced across six or more doors, a higher-value job the intake surfaces ahead of single-door requests.
Simple residential reprogram
A homeowner just wants access codes reprogrammed on one door, a lower-effort job the intake still scores and routes without over-qualifying it as an install.
Non-owner submitting for a property
A tenant or manager fills out the form for a multi-unit property without owner authority, which the intake flags for verification before a survey is scheduled.
Integration with an existing alarm system
A property owner wants the new keypad tied into their current alarm setup, adding a scoping detail that changes which technician gets assigned.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More access control intake templates
Keypad Access System lead-intake FAQs
How does the intake handle multi-door or multi-gate jobs differently from single-door requests?
The form asks how many doors or gates need keypad access, from one up to six or more, so larger jobs are visible before you commit a technician to a survey.
What happens if the person submitting the form isn't the property owner?
The intake asks whether the submitter is the property owner or an authorized decision-maker, and a 'no' answer is weighted lower so those leads can be verified before scheduling a survey.
Does the intake check whether wiring already exists at the entry point?
Yes, it asks whether the entry point is already wired, has no wiring, or the customer isn't sure, which helps your team anticipate additional electrical work before quoting.
Can the intake tell the difference between a new install, a repair, and a reprogram request?
Yes, the work-type question separates new installation, replacement, repair, adding keypads, and reprogramming existing codes, each weighted differently so higher-effort jobs stand out.
Do you ask whether the customer wants the keypad integrated with an existing alarm or security system?
Yes, the intake includes a direct yes/no question on alarm or security system integration so you know upfront if the job needs a technician familiar with that setup.
How does the requested timeline factor into how leads are prioritized?
The intake captures whether the customer needs the work done as soon as possible, within a few weeks, or is just planning ahead, and that answer feeds into the overall lead score alongside the type of work requested.
Turn keypad access system visitors into qualified jobs
Give every keypad access system visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.