Turn mobile patrol enquiries into site survey-ready leads
Ask every prospect about property type, preferred patrol frequency, and how soon they need coverage, then collect a site map and authorization documents before your team scopes a visit.
The exact intake your mobile patrol leads complete
This is the real 7-question guided intake for Mobile Patrol — the same flow your customers finish before you ever pick up the phone.
What a qualified mobile patrol lead should tell you
Vehicle-based checks of a property or portfolio of sites on a scheduled or randomized basis, used to deter crime, verify site conditions, and document anything unusual between visits.
- Property Patrol Coverage
- Have Legal Authority Arrange
- Often Would Like Patrol
- Soon Patrol Services Start
- There Recent Or Ongoing
- Times Day Most Important
- Many Locations Patrol Coverage
The questions your team needs answered
Every mobile patrol intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs patrol coverage? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have legal authority to arrange security services for this property? | Confirms the requester can actually contract for the property, preventing a wasted survey with someone who lacks decision authority. |
| How often would you like patrol visits to occur? | Higher-frequency requests like multiple times per day signal larger recurring contracts worth prioritizing for a site survey. |
| How soon do you need patrol services to start? | An immediate start date signals a lead worth scheduling a survey right away, while 'just exploring' can be nurtured on a slower timeline. |
| Is there a recent or ongoing security concern prompting this request? | A live security concern gives the survey team context on what triggered the request and what to inspect for on-site. |
| What times of day are most important for patrol coverage? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many locations need patrol coverage under this request? | Multi-location requests point to portfolio-level contracts that change staffing and pricing before the survey even happens. |
How Cliont scores mobile patrol leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Legal Authority Arrange: yes
- Multiple times per day
- Once daily
- A few times per week
- Weekly or less often
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Mobile Patrol 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 mobile patrol workflows
| Cliont capability | Mobile Patrol application |
|---|---|
| Weighted answer scoring | Legal authority and patrol frequency answers are weighted together so confirmed decision-makers requesting frequent visits rank above unverified or low-frequency enquiries. |
| Multi-select question support | The time-of-day question lets a prospect select daytime, evening, overnight, and weekend coverage in one answer, so dispatch can pre-plan routes before the survey. |
| Location-count branching | Flagging two-to-five or more-than-five locations lets you route portfolio requests differently from single-site enquiries without a separate form. |
| CRM delivery of scored leads | Qualified mobile patrol leads arrive in your CRM with property type, frequency, and timeline already attached, so no one has to re-ask basic scoping questions before the survey. |
Common mobile patrol lead scenarios
Commercial site with active concern
A property manager with confirmed authority reports a recent break-in and wants patrols multiple times per day starting immediately, giving the intake a high-value, high-urgency combination worth a same-week survey.
Multi-site portfolio inquiry
A facilities operator asks about coverage for two to five locations but marks the timeline as 'just exploring options,' so the intake surfaces the portfolio size while flagging the low urgency for a slower follow-up.
Residential request without authority
A homeowner-adjacent requester (tenant or family member) answers no to holding legal authority to arrange security, which the intake routes for verification rather than an immediate survey booking.
School with recurring overnight need
A school administrator wants weekly overnight and weekend checks with no recent incident driving the request, so the intake captures a steady, lower-frequency, lower-urgency lead distinct from reactive commercial requests.
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 security guard services intake templates
Mobile Patrol lead-intake FAQs
How does the intake handle requests for multiple properties at once?
The location-count question captures whether a prospect needs one site, two to five, or more than five, so multi-site and portfolio requests are visibly distinct from single-site enquiries before anyone schedules a survey.
What happens if the person filling out the form doesn't actually control the property?
The legal-authority question is weighted lower when answered no, which surfaces the lead for verification rather than sending your team to survey a property the requester can't actually contract for.
Can I see which times of day a prospect actually cares about?
The multi-select time-of-day question lets prospects flag daytime, evening, overnight, and weekend coverage, so your dispatcher can see scheduling needs before quoting a route.
Does the intake prioritize leads who need patrols to start right away?
Yes, the start-timeline question is weighted so an immediate start ranks well above someone who says they're just exploring options, helping you decide which surveys to book first.
How is patrol frequency reflected in the lead score?
Frequency options are weighted from multiple visits per day down to weekly or less, so recurring, higher-visit requests naturally score above occasional check-ins.
Do you ask whether there's a recent incident behind the request?
The intake includes a yes/no question on a recent or ongoing security concern, which gives context for the survey without being used as a disqualifying filter on its own.
Turn mobile patrol visitors into qualified jobs
Give every mobile patrol visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.