Every board-up enquiry, scored before it reaches your CRM
Ask what caused the damage, how many openings need boarding, and whether the property is exposed to outside access — then collect photos before your team commits to a rollout.
The exact intake your board-up service leads complete
This is the real 7-question guided intake for Board-Up Service — the same flow your customers finish before you ever pick up the phone.
What a qualified board-up service lead should tell you
Temporary securing of damaged doors, windows, or wall openings after fire, smoke, storm, or break-in damage, needed until permanent repairs can begin. The intake needs to establish what caused the damage, how many openings require boarding, and whether the property is currently exposed to outside access.
- Caused Damage That Board-Up
- Many Openings Be Boarded
- Property Open Or Exposed
- Property Board-Up
- Authorized Request Work On
- Soon Board-Up Completed
- This Related Active Insurance
The questions your team needs answered
Every board-up service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What caused the damage that needs board-up? | The cause of damage determines both crew materials and whether the storm/impact urgency flag applies. |
| How many openings need to be boarded up? | More openings means a larger job, so the weight scales up with opening count from one up to five or more. |
| Is the property currently open or exposed to outside access? | An open, exposed property carries the highest weight of the yes/no questions because it's an active security risk needing same-day response. |
| What type of property needs the board-up? | Property type tells your team whether to prepare commercial-scale materials and crew versus a standard residential board-up. |
| Are you authorized to request work on this property? | Authorization carries the highest possible weight because dispatching a crew to a property without permission is a liability your team can't afford. |
| How soon do you need the board-up completed? | Timeline directly drives dispatch order, with immediate and within-24-hours answers weighted well above not urgent. |
| Is this related to an active insurance claim? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores board-up service leads
Every answer is weighted automatically — no manual review required.
Value signals
- One
- Two to four
- Five or more
- Not sure
- Property Open Or Exposed: yes
- Authorized Request Work On: yes
Urgency signals
- Storm or impact damage
- Immediately
- Not urgent
See the lead your team receives
Board-Up Service 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 board-up service workflows
| Cliont capability | Board-Up Service application |
|---|---|
| Weighted scoring engine | Combines opening count, exposure status, and authorization answers to push exposed, multi-opening, verified-owner leads to the top of your queue. |
| Photo capture in the intake | Collects images of each damaged opening so your crew can confirm board-up material and sizing before rolling a truck to the site. |
| Authorization gating | Flags leads where the requester answered no to being authorized to request work, holding them for verification instead of scheduling a crew on an unconfirmed property. |
| CRM routing | Sends board-up leads marked immediate or within 24 hours straight into your CRM queue ahead of leads marked not urgent. |
Common board-up service lead scenarios
Storm damage with open exposure
Storm or impact damage is the one cause flagged as urgent in scoring, and if the property is also currently open to outside access, the intake pushes this straight to same-day dispatch.
Multi-opening fire loss
A fire has left five or more openings needing boarding on a multi-family property — the higher opening count carries more weight, signaling a larger job worth prioritizing.
Break-in needing fast securing
Vandalism or a break-in has left the property exposed to outside access; exposure status is one of the highest-weighted answers, so this gets flagged for quick response even without an active claim.
Caller not authorized on the property
Someone submits the intake but answers no to being authorized to request work — this drops the authorization weight sharply and holds the lead for verification before a crew is scheduled.
Minor damage, not urgent yet
A single opening from minor smoke exposure with a 'not urgent' timeline still comes through, but with lower urgency weight so it can be scheduled after higher-priority board-ups.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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 fire and smoke restoration intake templates
Board-Up Service lead-intake FAQs
Does the intake ask what caused the damage before dispatching a crew?
Yes — the first question separates fire, smoke, storm or impact, break-in or vandalism, and other causes, since the cause affects both the urgency and the materials your crew brings out.
What if the property owner doesn't know how many openings need boarding?
The intake includes a 'Not sure' option for opening count that still carries scoring weight, so uncertain leads aren't dropped — they're flagged for a follow-up call to confirm scope before quoting.
Why does the intake put so much weight on whether the property is exposed to outside access?
An open, exposed property scores far higher than a secured one because it represents an active liability and security risk, which is exactly the kind of lead that should reach you first.
What happens if the person filling out the form isn't authorized to request work on the property?
Authorization is one of the most heavily weighted answers in this catalog — a 'no' here sharply lowers the lead's priority so your team can verify ownership or permission before rolling a crew.
Does the intake capture insurance claim status?
Yes, the intake asks whether the board-up is tied to an active insurance claim, which helps your team route documentation and billing correctly even though it isn't a scoring factor on its own.
Can the intake tell residential board-ups apart from commercial ones?
Yes — property type (single-family, multi-family or rental, commercial, or other) is captured directly, so you can see at a glance whether a lead needs commercial-grade materials or crew sizing.
Turn board-up service visitors into qualified jobs
Give every board-up service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.