Know which smart lock installs are worth a site survey
Ask property owners for property type, door count, and current lock type up front, and collect photos of each door before your team schedules a site survey.
The exact intake your smart lock installation leads complete
This is the real 7-question guided intake for Smart Lock Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified smart lock installation lead should tell you
Installation of electronic or app-connected smart locks on residential, commercial, school, or managed-property doors, typically replacing a standard deadbolt, an existing keypad, or a commercial access-control unit.
- Property Smart Lock Installed
- Many Doors Smart Locks
- Already Own Smart Lock
- Current Type Door Lock
- Have Authority Approve Installation
- Level Smart Connectivity Want
- Soon Would Like Installation
The questions your team needs answered
Every smart lock installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the smart lock installed? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many doors need smart locks installed? | Door count directly scales job size, so six-or-more-door jobs carry more weight than a single-door swap. |
| Do you already own the smart lock hardware to be installed? | Knowing whether the customer already owns the lock hardware determines if you need to quote hardware or just labor. |
| What is the current type of door lock being replaced? | The existing lock type indicates how much removal or rewiring work is involved before the new smart lock goes in. |
| Do you have authority to approve installation changes to this property's doors? | A 'no' answer here is weighted low because someone without approval authority can stall or cancel the install after a site survey. |
| What level of smart connectivity do you want for the lock? | Desired connectivity level affects whether the job is a simple standalone lock swap or a system integration project. |
| How soon would you like the installation completed? | Faster timelines are weighted higher, helping your team prioritize which leads to survey first. |
How Cliont scores smart lock installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- One
- Two to five
- Six or more
- Have Authority Approve Installation: yes
- Within a few days
- Within a month
See the lead your team receives
Smart Lock Installation 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 smart lock installation workflows
| Cliont capability | Smart Lock Installation application |
|---|---|
| Weighted lead scoring | Door count answers (one, two to five, six or more) are weighted so multi-door jobs automatically rank above single-door swaps. |
| Authority gate | The approval-authority question is weighted heavily toward 'yes,' so leads without confirmed authority to approve door changes are flagged before a site survey is scheduled. |
| Property-type segmentation | Property type answers separate homes from businesses, schools, and facility/property management accounts, letting you route commercial and institutional leads differently from residential ones. |
| Hardware ownership routing | The hardware ownership answer distinguishes install-only jobs from jobs that also need a hardware quote, changing what your team prepares before contacting the lead. |
Common smart lock installation lead scenarios
Single-door homeowner upgrade
A homeowner wants one deadbolt swapped for an app-connected lock; door count and connectivity answers keep this as a quick, low-complexity install rather than a full survey.
Facility manager, uncertain approval authority
A property or facility manager requests locks for six or more doors but can't confirm they're authorized to approve door changes, so the intake flags the approval gap before a survey is booked.
Multi-door business, fast timeline
A business owner needs two to five doors converted within a few days; door count and timeline answers push this straight to the top of the queue as commercial and time-sensitive.
Customer already owns the hardware
A property owner has purchased smart locks and only needs installation on an existing keypad system integrated with their security setup, changing the scope from a sales conversation to a scheduling one.
School planning ahead, no urgency
A school administrator is exploring smart locks for future budget planning with no set timeline, so the lead is captured and scored without triggering an immediate survey request.
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 home security intake templates
Smart Lock Installation lead-intake FAQs
Does the intake tell me whether a lead is a homeowner or a facility manager?
Yes, the property type question separates homes, businesses, schools, and facility or property management accounts, so you can see at a glance whether you're dealing with a single-door residential job or a multi-door commercial account.
How does the intake handle customers who already bought the lock hardware?
The hardware ownership question flags leads who only need installation labor versus leads who need a hardware recommendation and quote, so your team knows the scope before scheduling a site survey.
Why does the intake ask who has authority to approve door changes?
This question carries a real weight difference in the catalog, since a 'no' answer signals the requester may not be able to sign off on installation, which helps you avoid surveying a property that can't proceed.
What happens if the customer doesn't know what lock is currently installed?
The current lock type question includes a 'not sure' option so incomplete answers still route through, letting your team confirm the existing hardware during the site survey instead of losing the lead.
Can the intake capture whether the customer wants app or Wi-Fi connectivity versus a standalone lock?
Yes, the connectivity question separates standalone locks, app or Wi-Fi connected locks, and locks integrated with an existing security system, which affects install time and any system integration work.
How is installation timeline used in scoring?
Leads wanting installation within a few days or within a month carry higher weight than leads that are just planning ahead, so faster-moving requests surface first in your CRM.
Turn smart lock installation visitors into qualified jobs
Give every smart lock installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.