Scopes the property before anybody quotes, including the pet and connectivity questions that change the equipment list and almost never get asked.
Security and smart-home installation is quoted from an equipment list, and the equipment list depends on facts about a property that a lead form never captures. How many doors and ground-floor windows. What is already installed and whether any of it works. Whether there are pets, and how big. Whether the internet is wired, wireless, or unreliable at the far end of the house. Whether the person asking owns the property or needs a landlord's permission. Each of those changes the list, and two of them change it substantially: a household with a large dog cannot use standard motion sensors without constant false alarms, and a property with poor connectivity at the perimeter cannot use the wireless cameras that were quoted. Installers know all this and compensate by treating the first visit as a survey, which means quoting takes two appointments instead of one, and a share of the first appointments never lead to a second. Collecting the scope in the inquiry compresses that. This agent asks the installer's own scoping questions, produces an equipment scope the installer can quote from, and books the survey only where the job genuinely needs one — which for a straightforward system it frequently does not. Built on Agentplace: the agent runs on its own page, so a visitor finishes the whole request in the conversation.
It scopes the property so the quote holds.
Establishes property type, size and number of floors, and counts doors and accessible ground-floor windows.
Asks what is installed now and whether any of it still works, since reusing existing wiring changes the price materially.
Asks about pets and their size, which decides sensor type and prevents the most common false-alarm complaint.
Establishes the internet situation — wired, wireless, and whether it reaches the perimeter — before wireless equipment is quoted.
Establishes who needs access and from where, and whether the system will be monitored or self-monitored.
Confirms ownership and any landlord constraints before an installer is scheduled.
The standard sales process in this trade is survey, then quote, then install — three visits to a property for one job, with attrition at every step. The survey exists because nobody has the facts, and most of the facts are things a homeowner can simply tell you. Collecting them in the inquiry lets an installer quote a straightforward system without the first visit at all, and lets them arrive at a genuinely complex property already knowing why it is complex. Installers who make this change usually find the survey does not disappear but becomes selective, which is where the time saving lives. The pet question is worth calling out because it is the clearest example of a fact that costs money by being unasked. A standard passive infrared sensor in a house with a large dog produces false alarms, which produce callouts, which produce an unhappy customer and, where the system is monitored, sometimes a charge. The fix is a pet-immune sensor specified at the quoting stage and costing very little more. Discovering the dog at installation means either a compromise or a variation, and discovering it after installation means a callback. Connectivity has the same shape: wireless cameras quoted for a property whose signal does not reach the garage are a variation waiting to happen.
From an inquiry to a quotable scope.
Through the website, the phone or an ad landing page, at any hour. The agent begins the installer's own scoping questions.
Type, size, floors, doors and windows, existing equipment, pets and their size, connectivity, access requirements, monitoring preference and ownership.
A straightforward job gets an equipment scope the installer can quote from. A complex one gets a survey booked with the complexity already identified.
A dog that changed the sensor list before the quote went out.
Scenario: an installer was surveying every job and losing a share of customers between the survey and the quote. An inquiry arrives on a Sunday: a semi-detached house, wants cameras and an alarm. The agent scopes it. Two floors plus a converted loft, four external doors including a side gate, six accessible ground-floor windows, an old bell-only alarm that has not worked in years but whose wiring is intact, fibre internet in the front room with patchy coverage at the back of the garden, two adults and a teenager who all need app access, they want monitoring, they own the property — and a Labrador. Two of those answers change the quote. The intact wiring means the existing cabling can be reused, which reduces the install time. The Labrador means pet-immune sensors on the ground floor rather than standard ones. The patchy garden coverage means the rear camera should be wired rather than wireless, or the quote should include a mesh point. The installer quotes from the scope on Monday without visiting, the customer accepts, and the single visit is the installation. Under the old process this was a Saturday survey, a quote the following week, and a variation when the dog set off the hall sensor.
Anyone quoting from an equipment list.
Two visits to sell one job is the cost of eight questions nobody asked.
Connectivity at the perimeter decides half the equipment list and is never on a lead form.
You are the surveyor, and a survey that did not need to happen is a lost half-day.
Quotes hold, because they were built from a scope rather than an assumption.
You arrive at a property already knowing why it is complicated.
False alarms from pet-triggered sensors are the most common avoidable callout.
It scopes into the systems the installer already runs.
Receives the scoped inquiry and the booked survey or installation.
Serves the same role for installers running Housecall Pro.
Carries the scoping conversation, including photographs of the property.
Books a survey where one is genuinely needed.
Sends the written scope and the quote when the installer approves it.
Stores property photographs and the installer's own scoping criteria.
Flags inquiries that need a person, including commercial and multi-site jobs.
Logs scopes against final installed equipment, which keeps the scoping honest.
Where scoping first removes a visit.
Every installer has a lead form. The difference is whether it collects a phone number or an equipment scope you can quote from.
Agentplace, when you want to stop surveying jobs that did not need a survey.
What installers ask before turning this on.
Agentplace is our top pick when you want to quote without surveying every job: it asks the door and window count, the pet question, and the connectivity question in the inquiry, and produces a scope you can quote from. A survey visit is still the right answer for commercial sites and anything structurally unusual.
It is an automated assistant that establishes property type and size, door and window counts, existing equipment, pets and their size, the internet situation, access requirements, monitoring preference and ownership — producing a scope the installer can quote from, and booking a survey only where the job needs one.
Because standard motion sensors in a house with a large dog produce false alarms, and the fix is a pet-immune sensor specified at quoting for very little more. Discovered later it becomes a variation or a callback.
It produces the scope. Pricing an install is the installer's decision and depends on labor and site conditions the scope only partly captures.
Where the job needs one — commercial sites, unusual buildings, anything the installer's own rules flag. The point is that surveys become selective rather than automatic.
It gathers the details and routes them to a person. Commercial scoping involves compliance and access questions that belong in a conversation.
It records it as unknown rather than assuming, and flags it — an assumed connection is exactly what produces a wireless camera that does not connect.
It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.
Scopes the property before anybody quotes, including the pet and connectivity questions that change the equipment list and almost never get asked. Open it in Agentplace and change any step before you publish.