Know which roof cleaning leads are worth assessment time
Tell us the roofing material, the visible issue (moss, streaks, dirt, or rust), and how many stories tall the building is, then upload roof photos so access restrictions get flagged before your crew ever loads the truck.
Preview your roof cleaning intake
Explore 7 questions from the Roof Cleaning template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified roof cleaning lead should tell you
Removal of moss, algae, dark streaks, rust spots, or debris buildup from a roof surface, qualified by roofing material, building height, and access conditions before a crew is dispatched.
- Roofing Material Have
- Main Issue Visible On
- How Many Stories Building
- Own Or Manage This
- Soon Would Like Roof
- There Any Known Access
- This Roof Been Professionally
The questions your team needs answered
Every roof cleaning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of roofing material do you have? | Roofing material determines which cleaning method is safe to quote, so knowing tile vs. metal vs. shingle upfront prevents a mismatched estimate. |
| What is the main issue visible on the roof? | Moss and algae growth score higher than plain dirt or debris, since they typically indicate a job needing specialized treatment rather than a light wash. |
| Approximately how many stories is the building? | Building height changes equipment and crew size needs, so knowing story count early helps size the job before the assessment. |
| Do you own or manage this property? | An owner or manager answer scores nearly three times higher than a non-owner response, flagging leads that may need authorization confirmed before booking. |
| How soon would you like the roof cleaning done? | Timeline carries the widest weight spread of any question, separating ready-to-book leads from ones still exploring options. |
| Is there any known access restriction to the roof, such as locked gates or limited ladder access? | Flagging access restrictions before dispatch lets the crew prepare for locked gates or limited ladder access instead of losing time on-site. |
| Has this roof been professionally cleaned before? | A roof that's never been professionally cleaned often has heavier buildup, which helps set expectations for time and treatment before the visit. |
How Cliont scores roof cleaning leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Moss or algae growth
- Dark streaks or stains
- Dirt or debris buildup
- Rust spots
- Not sure
- Own Or Manage This: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Roof Cleaning Lead
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for roof cleaning workflows
| Cliont capability | Roof Cleaning application |
|---|---|
| Weighted question scoring | Moss growth, dark streaks, and rust spots carry different point values than dirt buildup, so mossy roofs surface above routine dirty ones automatically. |
| Conditional flagging | A 'yes' on the access-restriction question attaches a visible flag to the lead card so dispatch knows to plan for a locked gate or limited ladder access. |
| Ownership verification | The owner/manager question is scored separately from the rest, so tenant or third-party enquiries route to a follow-up step instead of straight to your assessment calendar. |
| Structured photo upload | Photo capture is tied directly to the reported issue and roofing material, giving your team a visual match to what the customer selected before the site visit. |
Example roof cleaning lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Moss-covered tile roof, owner-occupied
Heavy moss growth and a confirmed property owner both push the score up, so this lead lands ahead of lower-fit enquiries in the queue.
Rust spots reported by a property manager
Rust spots carry weight, but a non-owner respondent scores lower on the ownership question, prompting a quick authorization check before quoting.
Three-story building with locked gate access
The access restriction answer surfaces before dispatch so the crew knows to arrange a key or alternate ladder placement rather than discovering it on-site.
First-time cleaning, just exploring options
A roof that's never been professionally cleaned combined with a 'just exploring' timeline signals a lead worth nurturing rather than scheduling immediately.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More exterior cleaning intake templates
Roof Cleaning lead-intake FAQs
How does the intake handle different roofing materials like tile versus metal?
The form asks for roofing material directly, so asphalt shingle, tile, metal, flat, and wood shake jobs are distinguished before anyone quotes a chemical or pressure approach that could damage the wrong surface.
What if the person filling out the form isn't the property owner?
The ownership question is weighted, so an owner or manager answer scores higher than a non-owner response, letting your team flag leads that need authorization confirmed before scheduling an assessment.
Can the intake tell us about access problems before we roll a crew?
Yes, there's a dedicated question about locked gates or limited ladder access, so that information reaches you alongside the score instead of being discovered on arrival.
Does the form distinguish moss growth from simple dirt buildup?
The visible-issue question is multi-select and weighted, so moss or algae growth scores higher than routine dirt or debris, helping you prioritize jobs that need specialized treatment.
How does urgency affect where a roof cleaning lead lands in my CRM?
Timeline answers are weighted from 'as soon as possible' down to 'just exploring options,' so faster timelines push a lead higher in priority without you having to read every submission manually.
Is this the same intake you use for gutter cleaning or pressure washing leads?
No, each exterior cleaning subservice, including gutter cleaning, pressure washing, and soft washing, has its own catalog of questions built around what that specific job needs to know.
Turn roof cleaning visitors into qualified jobs
Give every roof cleaning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.