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Users

Add reps, reset passwords, manage admin access. Accounts live in this browser.

Mark as Sold

Log what actually came back — the final profit recalculates from the real credit tier.

Credit *

Did we use a co-signer? *

Payment method *

Campaign (which ad campaign closed this sale)

Lost — what happened?

Pick the reason — it saves on the lead so we learn why deals die.

Alerts

Everything flagged on this lead right now.

Quick Add

Name

Zip

Mobile

Lead Source

Brand

Notes

Saved with the lead automatically — shows in the Summary tab.

Customer Information + Quick Add

First Name

Last Name

Business Name

Street

City

State

Zip Code

Country

Mobile

Lead Info

Lead Source Brand

Set the brand this lead's ad came from.

Lead status

Lead ID
—

Zoho CRM
Not linked

Created date
—

Quote date
—

Sold date
—

Days since lead came in
—

Lead → Quote
—

Quote → Sold
—

CRM Info

Lead Source

Lead Source Brand—

Lead Source—

Campaign—

Lead Event Rank—

Platform—

FB Ad Account—

FB Meta Lead ID—

Web Form — Questionnaire

Property Type—

Credit Score—

Co-Signer Available?—

Existing System?—

Current Provider—

Time Frame—

Compare Providers—

Compliance

Nothing here yet.

Enter a customer ZIP code to see which programs have an install tech within driving range.

Check Coverage

Max tech drive time 1 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 package builds itself as you answer. Nothing here is required.

1 · Property

Type of property

Residential

Business

Renter

Street address

City

State

ZIP

2 · Assessment

2.1 Do you currently have a system, or did you have one in the past?

Yes (Active)

I had one, but not anymore

2.2 Reason for getting a system

First time

Moving home

Switch provider

Other reason

Upgrade

2.3 Credit score (from the lead form)

Excellent 700+

Good (600–699)

Average (500–600)

Below 500

2.4 Time-frame (from the lead form)

ASAP

Next 1–2 weeks

Next 1–3 months

Shopping around

2.5 · ADT Requirements

ADT's NAP check flags these when the system is entered — ask before pitching ADT.

Were they ever an ADT customer (existing or past)?

Did they already get an ADT quote from another rep?

3 · System Configuration

What system are we installing?

New System

Takeover System

How many entry doors?

Any pets over 80 lbs?

Video doorbell? *

Yes

Wired doorbell in place?

Yes

Not sure

Wired in place → wired video doorbell. No wiring (or not sure) → offer the wireless unit.

Outdoor cameras

Front (Driveway)

Back (Backyard)

Left side

Right side

None

▼

Fine-tune equipment

1 · Select Equipment

2 · Security Plan

Full recap of the deal. Review it with the customer, then finalize.

1. Preferred Install Time — “What is your preferred install time?”

The best closing question — ask it first: it assumes the sale and locks a date.

Install date

Arrival window

Order notes (gate code, pets, panel location, etc.)

2. Confirm Service Address

Installation address

2.1 · Recently moved?

Yes — recently moved

3. Homeowner Verification

Ask: “Are you the homeowner?” — if yes, request Skyline to run the verification internally.

4. Customer Info

Full name

Phone

5. Emergency Contact

Name

Phone

Relationship

2nd contact — name

2nd contact — phone

2nd contact — relationship

3rd contact — name

3rd contact — phone

3rd contact — relationship

6. Credit Disclosure

Read to the customer: “We do a soft credit check to qualify you for the $0-down program — it does not affect your credit.”

Ask: “Out of you both — who has the better credit?”

Customer

Spouse / Co-signer

Both

Customer

Name

Date of birth

Last 4 of SSN

Second person

Name

Relationship

Date of birth

Last 4 of SSN

Run the check on whoever scores highest — the order goes under their name. “Both” = enter both people.

Ask: “Do you agree to run the credit check?” — click when they consent.

7. Verbal Password

Customer's verbal password

Used to verify the account and cancel false alarms — pick something easy to remember.

8. Payment Info

Say: “I'm at the last step — how would you like to set up the payment: bank account or card?”

ACH

Credit Card

Debit Card

9. Send Agreement

Send the e-sign agreement and stay on the line until the customer signs it.

10. Welcome Call

Dial the provider's welcome line with the customer and confirm the order — numbers are on the Info page (ℹ).

11. Copy & Paste

Auto-built from this order — copy and paste it where it needs to go.

Tier 32 CS Number

Notes

Settings

Users

Role Setting

Providers

Coverage

Tech List

Links

Cloud Sync

Mark as Sold

Lost — what happened?

Bypass coverage

Delete lead?

Alerts

Quick Add

Notes

Leads

Customer Information + Quick Add

Lead Info

CRM Info

Lead Source

Web Form — Questionnaire

Compliance

Check Coverage

1 · Property

2 · Assessment

2.5 · ADT Requirements

3 · System Configuration

Fine-tune equipment

1 · Select Equipment

2 · Security Plan

Lead Quality

Action Item Suggestions

Call Outcome

1. Preferred Install Time — “What is your preferred install time?”

2. Confirm Service Address

3. Homeowner Verification

4. Customer Info

5. Emergency Contact +

6. Credit Disclosure

7. Verbal Password

8. Payment Info

9. Send Agreement

10. Welcome Call

11. Copy & Paste

5. Emergency Contact