DanDDee - Dandy DAAA Smart Business SecurityCommercial Scoping
1. HEADER
2. TYPES
3. DETAILS
4. SKETCH
5. REVIEW
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.

Open here. Every time. “Are you safe? Are you in a secure location? Is everything okay?” Wellbeing before business. Identify yourself, your company and your purpose inside ten seconds. Never open with billing, an account, or a price.
Handling This intake holds prospect contact details on this device only, behind an entry gate that is not encryption. Do not enter account numbers, panel account codes, or anything you would not hand to a stranger who picked up this phone. If Existing Member is YES, treat everything below as member data and get it into the CRM and off this device the same day.
REOPEN

Pick up an intake you already built

Every handoff sheet this tool builds carries the whole intake inside the PDF — answers, scope flags, option ladders, every area, every device, and the uploaded plans. Load the PDF back in and keep working. Nothing is retyped.

Any step is editable at any time — tap the numbered steps at the top to jump straight to it.

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, or tap PLAN to upload a photo of an existing drawing and place devices straight onto it. Tap for wall points, double-tap to end a chain. OH DOOR draws a roll-up or dock opening and measures it; drop an OHD contact on each one. Everything here prints on the handoff sheet. Use + AREA for each part of the building - each area gets its own plan and its own page on the handoff sheet. FREEHAND traces anything that is not a straight run. A PDF plan will not upload — screenshot it first. No member information in the image.

Selected
Scale: 1 grid = ft 0 items
Plan Fade
👆SELECT
▬WALL
🚪DOOR
▢WIN
▤OH DOOR
✎FREEHAND
📷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
CLOSE

True North Close

Read this out loud before you leave “Here is what I heard from you today, in your words. Here is what I can do about it, and here is the part I have to take back to a specialist before I promise you anything. You will hear from me by the date below, whether or not I have an answer yet.”
EXPORT

Handoff

The PDF builds on this device — no internet, no print dialog. Save it, email it, or attach it as a Reference File on the Fulcrum Sales Quote Survey record for this prospect.

PLACE A DEVICE

SAVED INTAKES