1Overview#
For smart home, security and AV installers. Customers pick what they want installed (cameras, a video doorbell, smart locks, an alarm, lighting and switches, a thermostat, Wi-Fi, audio, TV mounting, motorised blinds or a full setup), how many cameras or lights, where cameras go, the TV size, the walls, the system they use (Google, Alexa, Apple or a brand app), whether they already have the devices, wired or wireless, the internet, and the property's size, storeys and type, with photos of where things go, the outside and the router.
Smart home installers: what to install (cameras, doorbells, locks, alarms, lighting, heating, Wi-Fi, audio, TVs), quantities, the system, devices, wiring, internet and the home.
2What your customers are asked#
The form has 2 steps plus photos, then sending. Everything below can be renamed, hidden or made optional in Settings → Form fields.
Tell Us What You'd Like Installed
| Question | Type | Options & notes |
|---|---|---|
| What would you like installed?Required | Pick several | Security cameras (CCTV)Video doorbellSmart locksAlarm systemSmart lighting and switchesSmart thermostat / heatingWi-Fi / mesh networkSpeakers / multi-room audioTV mounting / home cinemaMotorised blinds or curtainsFull smart home setupSomething else Hint shown: "Pick all that apply." |
| How many cameras?Optional | Dropdown | 123 to 45 to 8More than 8 |
| Where do the cameras go?Optional | Pick one | OutsideInsideBoth |
| How many lights or switches?Optional | Dropdown | Up to 56 to 1011 to 20More than 20 |
| TV sizeOptional | Pick one | Under 50 inches50 to 65 inchesOver 65 inches |
| What are the walls made of where things go?Optional | Pick one | DrywallBrick, stone or concreteWoodNot sure |
| Which system do you use or prefer?Optional | Pick one | Google HomeAmazon AlexaApple HomeA brand's own appNot sure, advise me |
| Do you already have the devices?Required | Pick one | Yes, I have themSome of themPlease supply them |
| Wired or wireless?Optional | Pick one | Wired (more reliable)Wireless (quicker to fit)Advise me |
| Internet at the propertyRequired | Pick one | Good Wi-Fi everywhereWeak in some roomsNo internet yet Hint shown: "Most smart devices need Wi-Fi where they're fitted." |
| Size of the propertyRequired | Dropdown | Studio / 1 bedroom2 bedrooms3 bedrooms4+ bedroomsBusiness premises |
| Stories (floors)Optional | Pick one | 123+ |
| Property typeRequired | Pick one | HouseApartment / condoBusiness premises |
| Are you the owner?Optional | Pick one | OwnerLandlord / property managerTenantBusiness Hint shown: "Tenants may need the landlord's permission for drilling and wiring." |
Photos of Where Things Go
Photo tiles: Where it will go, Outside of the home, Your internet router, plus extra photos. Tip shown to customers: Tip: where each device would go (front door, outside walls, the TV wall) and your internet router.
Your Contact Information
| Question | Type | Options & notes |
|---|---|---|
| Full NameRequired | Short answer | |
| WhatsApp / PhoneRequired | Phone | Local numbers are turned into international format automatically |
| Email AddressOptional | ||
| Property AddressRequired | Address + map | |
| Preferred Visit DateOptional | Date picker | |
| Preferred TimeOptional | Pick one | Morning (9–12)Afternoon (12–4)Evening (4–8)Any time |
| Anything else we should know?Optional | Long answer |
Why these questions
- What to install and how many (cameras, lights) size most jobs straight from the request.
- Do you have the devices? tells you whether to price equipment or labour only.
- Weak or no internet is flagged: you may need to add mesh Wi-Fi before anything works.
- Brick, stone or concrete walls are flagged: drilling and cable runs take longer.
- The system they use (Google, Alexa, Apple) lets you bring compatible devices on the first visit.
3Set it up#
- In your dashboard, open Business details, choose Smart Home Installation as your industry and save. Your smart home installation form is ready straight away, with the settings below in Settings.
- Settings → Form fields: remove things you don't install (for example TV mounting or blinds).
- Settings → Prices & tax: add per-device prices and your survey visit, so itemised quotes take seconds.
- Settings → Page texts: list the brands you work with, and only registrations you really hold.
Recommended theme: Midnight
A modern, techy look suits smart home and security brands; Minimal works well for a premium, design-led feel.
4Page texts#
These starter texts are loaded with the niche. Make them yours in Settings → Page texts.
| Text | Starter wording |
|---|---|
| Banner title | Get a Free Smart Home Quote |
| Banner text | Tell us what you'd like, from a video doorbell to a whole smart home, and we'll send you a price for supply and installation. No obligation. |
| Tagline | Cameras · Doorbells · Smart Homes |
| Header badges | Free Quote | No obligation All Smart Tech | Cameras to full setups Set Up for You | Apps and devices |
| Why choose us | Cameras, doorbells, locks and alarms Smart lighting, heating and Wi-Fi Tidy cabling and secure mounting We set up the apps and show you how |
Make them yours
- Say whether you supply the devices or fit the customer's own.
- Mention the app setup and handover, so customers know they won't be left to work it out.
5Reading a request#
Each request opens with a quick assessment: coloured flags for what matters most in this trade.
- Install: Full smart home setup, Alarm system is flagged as a bigger or more valuable job.
- Devices: Please supply them is flagged as a bigger or more valuable job.
- Internet: Weak in some rooms is flagged as needing attention (cost, access or risk).
- Cameras: flagged by size (anything above 2 stands out).
- Walls: Brick, stone or concrete is flagged as needing attention (cost, access or risk).
- Customer is: Tenant is flagged as needing attention (cost, access or risk).
- Photos: green when every photo tile is filled, amber when only some are.
- Visit: highlighted when it is today or tomorrow, so you can plan quickly.
What to look at first
- Full smart home setup and alarm systems are flagged hot: bigger jobs, worth a site survey.
- Please supply them is flagged: price the equipment as well as the fitting.
- No internet yet is flagged red: nothing smart works until it's connected.
- Tenant is flagged: check the landlord agrees before drilling.
Statuses for this niche
New · Contacted · Quote sent · Install booked · Completed · Lost / declined
6Pricing your quote#
Price by device, fitted, plus equipment where you supply it and cable runs for wired work.
- Cameras, doorbells and locks: a fitted price each, plus the device if you supply it.
- Lighting and switches: a price per switch or light.
- Wired systems: add cable runs by length.
- Full setups: a site survey first, then an itemised quote.
These are ways to think about price, not market prices. Use your own costs and local rates.
7Messages to customers#
Your quote message is filled in automatically when you send a quote on WhatsApp. This is the starter template (Settings → Page texts):
Quote
Survey
8Get more requests#
- Ads for "smart doorbell installation" and "CCTV installer near me" pointing to your form.
- Offer an add-on visit to existing customers (extra cameras, lighting, Wi-Fi).
9Launch checklist#
- Things you don't install removed.
- Per-device prices in your price list.
- Brands you work with mentioned on your page.
- Send one test request from your phone and check it arrives by WhatsApp and email.
Need the general setup steps? See the main user guide.