Disabled providers don't show as Service Area options. Turn them back on any time.
Leads
Enter a customer ZIP code to see which programs have an install tech within driving range.
Max tech drive time1 hr 30 min
Source: Tech Coverage (Dec '24) USA sheet · Drive times are estimates (straight-line distance × 1.25 road factor at ~55 mph avg). Always confirm with the tech before booking. Amber = conditional coverage (sub dealer, part-time, fee, or slow install) — check the detail before promising a date.
Walk the customer through the assessment. The system package builds itself as you answer.
1 · Property
Residential
Business
Renter
sqft
2 · Assessment
Excellent 700+
Good (600–699)
Average (500–600)
Below 500
ASAP
Next 1–2 weeks
Next 1–3 months
Shopping around
Get security
Purchased / moving to a new house
Switch provider — not happy
Upgrade current system
Other reason
Under 10 → quote a brand-new system and match their sensor coverage. 10 or more → hardwired takeover: reuse the wired sensors instead of quoting new ones.
2.1 · ADT Requirements
ADT's NAP check flags these when the system is entered — ask before pitching ADT.
3 · System Configuration
0
No
Yes
No
Yes
Windows in basement?
No
Yes
Yes
No
Wired doorbell in place?
Yes
No
Not sure
Wired in place → wired video doorbell. No wiring (or not sure) → offer the wireless unit.
Front (Driveway)
Back (Backyard)
Left side
Right side
▼
Fine-tune equipment
Auto-filled from the assessment — tap +/− to adjust.
Security Plan
Add $6.99/mo at any time to get 7-day 24/7 cloud recording (Google Aware Plus).
Equipment
A talk track built from this deal. Read it as a guide, not word-for-word — adjust to the customer.
Closing Questionnaire
Run this at the end of the call — answers build the action items below.
Loves it
Likes it
Neutral
Not sold yet
ASAP
This week
1–2 weeks
Not sure
Yes
No
Action Item Suggestions
Full recap of the deal. Review it with the customer, then finalize.
Lock in the order, run the checklist, then copy the order block into the CRM record.
Place Order
Pick the provider the customer chose — the order steps appear below.
Customer
Install
Pre-close checklist
Rep Assistant
Hi! Ask me anything about coverage, programs, pricing, or the sales process.
