Client and property

• Client name

• Best email and mobile number

• Property name / nickname

• Property address

• Is the property occupied full-time, part-time, or vacant?

• Preferred contact method

• Who else may receive monitoring updates? Name, email, mobile, relationship

Internet service

• Internet provider

• Plan name, if known

• Paid download speed

• Paid upload speed

• Router / gateway make and model

• Is there a backup internet connection?

• Is the network equipment on battery backup?

Monitoring preferences

• Which systems should ShoreView monitor?

  • Internet performance

  • Network equipment

  • Wi‑Fi

  • Cameras / recorder storage

  • Entry / access

  • Environment sensors

  • Water / leak devices

• Which devices or systems are most important to the property?

• Are there devices that should be monitored but never alert the client?

• Alert recipients and whether each should receive:

  • Critical alerts

  • Routine monitoring alerts

  • Daily Property Check email

  • Network Health email

Property details

• Property access notes relevant to support

• Existing IT provider / AV integrator / property manager contacts

• Camera-system provider and recorder location, if applicable

• Wi‑Fi network names to monitor

• Known problem areas or recurring issues

• Any scheduled periods where internet or equipment may intentionally be offline

Setup and consent

• Permission to install and operate the ShoreView monitoring device

• Permission for ShoreView to collect device names, network addresses, availability, and performance measurements

• Confirmation that monitoring is informational and not a life-safety or emergency service

• Client name, date, and electronic acknowledgement

I would keep the initial page friendly and short, then use optional “Show additional details” sections so it does not feel like a tax form.

For the sent-URL design: use a unique, expiring link for one property, allow save-and-return, and show a simple confirmation page after submission. Avoid putting the client’s name or property address in the URL.