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2-minute door survey · No selling · Just gathering data.

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JD
Agent
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Canvasser
Step 1 of 7Address
Step 1
What's the address here?
Enter the address visible on the property
Step 2 of 7Contact Info
📋 Say to resident: "We're conducting a free home services survey for our neighborhood research program. No obligation whatsoever — we just want to learn about homeowner preferences and match you with local providers if you choose."
Step 2
Resident contact info
Used only for provider follow-up if requested
Step 3 of 7Service Interest
Step 3
Which home services are you thinking about?
Select all that apply — no commitment required
🪵 Flooring
🪟 Windows
🏠 Siding / Exterior
🏗️ Roofing
🧱 Concrete / Driveways
🌿 Landscaping / Lawn
🐛 Pest Control
❄️ HVAC / Heating
🌧️ Gutters
🎨 Interior / Exterior Paint
☀️ Solar Panels
🔐 Home Security
Step 4 of 7Timeline & Budget
Step 4a
When are you looking to get this done?
ASAP
1–3 months
3–6 months
6–12 months
Just exploring
Step 4b
Rough budget in mind?
💵
Under $1K
💵
$1K–$5K
💵
$5K–$15K
💵
$15K+
🤷
Not sure
Step 5 of 7Home Info
Step 5a · Home Age
How old is the home?
🏗️
Built <10 yrs
🏡
10–30 yrs
🏠
30–50 yrs
🏚️
50+ yrs
Step 5b · Home Size
Approximate square footage?
📐
Under 1,200
📐
1,200–2,000
📐
2,000–3,500
📐
3,500+ sq ft
Step 5c · Interest Level
Interest level 1–5?
1 = just curious · 5 = ready to act now
Step 6 of 7Field Notes
Step 6
Canvasser observations
Property condition, resident attitude, any visible needs
Step 7 of 7Consent & Signature
Step 7 · Required
Resident Consent & Authorization
Please read to resident and obtain signature
✍️ Resident Signature
Account Settings
👤 Identity
Username
Role
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