Know which security assessment leads are worth site survey time
Tell us the property type, which areas need coverage, and whether security systems are already in place, and every request gets scored before your team books a walkthrough. Property owners upload entry-point photos so assessors arrive prepared instead of guessing.
Preview your home security assessment intake
Explore 7 questions from the Home Security Assessment template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified home security assessment lead should tell you
An on-site walkthrough of a residential property to check entry points, existing alarm or camera coverage, lighting, and access control before recommending upgrades — the intake needs to confirm property type, ownership authority, and scope before a survey is booked.
- Residential Property Security Assessment
- Owner Or Authorized Manager
- Prompting This Assessment Request
- Areas Want Assessment Cover
- Property Have Any Security
- Soon Would Like Assessment
- Someone Available On-Site Walk
The questions your team needs answered
Every home security assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of residential property needs the security assessment? | Multi-family or apartment properties often need different scope, like common-area access control, than a single-family home, which helps you route the right assessor. |
| Are you the owner or authorized manager of this property? | Confirms the respondent has authority to act on assessment recommendations, since a non-owner can't approve a site survey or any follow-on work. |
| What is prompting this assessment request? | A recent security incident signals urgency and often converts to fast follow-on work, while 'just exploring' style reasons need lower-touch nurturing. |
| Which areas do you want the assessment to cover? | Tells your assessor upfront whether they need to check exterior lighting and access control or just doors, windows, and alarms, so the visit is scoped correctly. |
| Does the property currently have any security systems installed? | Knowing whether a system is already installed changes whether the visit is a fresh-install assessment or an upgrade audit. |
| How soon would you like the assessment to take place? | Requests marked 'Immediately' should be prioritized for scheduling ahead of leads who say they're just exploring options. |
| Is someone available on-site to walk through the property with the assessor? | If no one will be present to walk the property with the assessor, it may need rescheduling before dispatch, avoiding a wasted site visit. |
How Cliont scores home security assessment leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Owner Or Authorized Manager: yes
- A recent security incident
- Moving into a new property
- Upgrading existing security systems
- Routine periodic check
- Other reason
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Home Security Assessment Lead
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 home security assessment workflows
| Cliont capability | Home Security Assessment application |
|---|---|
| Automatic lead scoring | Weighs owner/manager confirmation and on-site availability alongside the stated reason for the request, so a curious browser doesn't score the same as a post-incident request. |
| Multi-choice scope capture | Uses the areas-to-cover selection to tell your assessor whether they're walking a full perimeter-to-panel review or just checking lighting and access control. |
| Conditional prioritization | Surfaces 'A recent security incident' and 'Immediately' timeline answers together so those requests can jump the queue ahead of routine or exploratory ones. |
| Photo and document uploads | Collects entry-point and existing-panel photos before the visit so assessors know what hardware, if any, is already on the property. |
| CRM delivery | Pushes qualified assessment requests, including the specific areas the owner wants covered, straight into your CRM record for that property address. |
Example home security assessment lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Post-incident urgency
Owner selects 'A recent security incident' as the reason and 'Immediately' for timeline — the intake flags this as a high-value, time-sensitive request worth fast scheduling.
New homeowner full review
No existing systems installed, reason is 'Moving into a new property', and areas to cover include exterior, doors/windows, and alarm/camera — a broad-scope survey candidate.
Existing-system upgrade check
Property already has security systems, reason is 'Upgrading existing security systems', and coverage areas are narrowed to alarm and camera systems only — a scoped, shorter visit.
Non-owner or no site access
Respondent answers 'No' to being the owner or authorized manager, or 'No' to someone being available on-site — these score lower so you can confirm authorization before booking a survey.
Exploratory, low-urgency inquiry
Reason is 'Routine periodic check' with 'Just exploring options' selected for timeline — still a valid lead, but one better suited to nurturing than immediate dispatch.
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- AI-powered voice bot
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- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Photo, video & file upload
- Charged only for submitted leads
More home security intake templates
Home Security Assessment lead-intake FAQs
How does the intake stop us from surveying a property that won't move forward?
It captures whether the respondent is the owner or authorized manager and whether someone will actually be on-site for the walkthrough, so unauthorized or no-access requests score lower before you dispatch an assessor.
Can we see why the owner wants an assessment before we call them back?
Yes — the reason field surfaces whether it's a recent incident, a new move-in, a system upgrade, or a routine check, so you know the context and urgency before the first conversation.
What if the property owner doesn't know exactly what to have assessed?
The areas-to-cover question includes a 'Not sure' option, so those leads still come through and your assessor can scope the walkthrough live instead of the lead dropping off.
Does the intake tell us if there's already an alarm or camera system installed?
It asks directly whether the property currently has any security systems, which helps you prep the right equipment references and questions ahead of the visit.
How is this different from intake for security camera installation or a home alarm system?
The assessment intake covers the full walkthrough scope — exterior, doors and windows, alarm/camera, lighting, and access control — rather than product-specific installation questions, since it's meant to identify which of those services the property actually needs.
What do property owners need to upload before the survey?
They're asked for photos of entry points and any existing alarm or camera panel, plus a property sketch if one is available, so your assessor has visual context before showing up.
Turn home security assessment visitors into qualified jobs
Give every home security assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.