By the Cliont product teamUpdated September 9, 2026

home security lead intake software for contractors

Qualify more home security leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Photo upload●Instant lead scoring

Live previewQuestion 1 of 7

What type of property needs the video doorbell installed?

Single-family home

Apartment or condo

Business

6 home security intakes

A custom intake for every home security job

Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.

7-question intake

Video Doorbell Installation

Professional installation of a video doorbell system to monitor entryways and receive alerts for a home or business property.

Preview intake →

6-question intake

Home Alarm System

Installation, repair, or upgrade of monitored or unmonitored alarm systems designed to protect residential homes and their occupants.

Preview intake →

7-question intake

Security Camera Installation

Professional installation of security cameras for homes, businesses, schools, and facilities to monitor property and surroundings.

Preview intake →

7-question intake

Home Security Assessment

An on-site or remote evaluation of a property's vulnerabilities and existing safeguards to recommend practical security improvements.

Preview intake →

6-question intake

Home Security Monitoring

Ongoing professional monitoring of alarm and security systems to detect intrusions and alert occupants or authorities.

Preview intake →

7-question intake

Smart Lock Installation

Professional installation of electronic or smart locks on doors for homes, businesses, schools, or managed properties.

Preview intake →

Qualification

Information you need before every home security job

Property Video Doorbell Installed
Already Own Video Doorbell
There Existing Wiring Or
Have Reliable Wi-Fi Coverage
Many Entry Points Video
Property Owner Or Authorized
Would Like Installation Happen
Current Status Home Alarm
Want System Include 24/7
Features Interested In This

Lead scoring

How home security lead scoring works

Value signals

Existing wired doorbell
Wiring present, no doorbell
No wiring at all
Not sure
Have Reliable Wi-Fi Coverage: yes
Property Owner Or Authorized: yes

Urgency signals

Immediately

The difference

Your visitor has a real job. A contact form can’t hear it.

Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No job details or scope
No photos or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full job scope in their own words
Damage photos attached automatically
Every lead scored by value
Residential or commercial flagged for you

The customer journey

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.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and job template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Home Security lead-intake FAQs

What does a home security intake collect?

Each home security template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.

How are home security leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger home security opportunities without manually reviewing every raw submission first.

Can visitors try a home security intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified home security leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

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