AAA SMART SECURITY · COMMERCIAL SALES INTAKE
Sales Quote Survey
STEP 1 OF 5
Site & Contact Info
Same header data captured by Fulcrum Sales Quote Survey. All fields with * are required.
REP
Sales Representative
PROSPECT
Prospect & Site Contact
YES
NO
N/A
LOCATION
Site Address
NEW LOCATION
EXISTING
STEP 2 OF 5
Sales Quote Type
Tap every system this scope will include. Detailed questions appear in Step 3 for each type selected.
STEP 3 OF 5
System Details
Answer what the site or member can provide. Skip anything unknown — you can circle back.
STEP 4 OF 5
Layout Sketch
Sketch the space. Tap for wall points (double-tap to end a chain). Drop devices from the palette. Included with the intake output.
Selected
Scale: 1 grid =
ft
0 items
👆SELECT
▬WALL
🚪DOOR
▢WIN
📷DEVICE
✕ERASE
↶UNDO
STEP 5 OF 5
Review & Handoff
Confirm the intake, capture status + notes, then print (browser saves as PDF). Attach the PDF to your Fulcrum Sales Quote Survey record as a Reference File.
STATUS
Report Status
MORE INFO NEEDED
IN PROGRESS
SITE SURVEY COMPLETE
SENT TO OFFICE
REPORTS SENT
YES
NOT YET
YES
NO
EXPORT
Print → in the browser print dialog choose "Save as PDF" → attach the PDF as a Reference File on the Fulcrum Sales Quote Survey record for this prospect.