Every preventive maintenance enquiry, scored before it reaches your
Owners and developers tell you the property type, whether a formal maintenance program has ever existed, and which systems—panels, lighting, generators—need coverage, so you arrive at the site walk with panel photos and a scoped plan instead of guessing.
The exact intake your electrical preventive maintenance leads complete
This is the real 7-question guided intake for Electrical Preventive Maintenance — the same flow your customers finish before you ever pick up the phone.
What a qualified electrical preventive maintenance lead should tell you
Scheduled inspection and testing of a commercial property's electrical systems—panels, wiring, lighting, backup power—to catch faults before they cause downtime or a safety failure.
- Property This Electrical Maintenance
- Have Authority Approve Maintenance
- This Property Ever Had
- Noticed Any Recent Electrical
- Electrical Systems Should Be
- Would Like This Maintenance
- How Large Property'S Electrical
The questions your team needs answered
Every electrical preventive maintenance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs this electrical maintenance service? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have authority to approve maintenance work at this property? | Confirms the person requesting the site walk can actually approve maintenance spend, so crews aren't scoped for someone without budget authority. |
| Has this property ever had a formal electrical maintenance program? | Distinguishes a property with a lapsed or nonexistent maintenance program from one with an active program, since the former usually represents a larger scope opportunity. |
| Have you noticed any recent electrical issues such as breaker trips or flickering lights? | Flags active electrical symptoms like breaker trips that raise both the urgency and the likely scope of the visit. |
| Which electrical systems should be included in this maintenance visit? | Tells the crew which systems to prepare for before arriving, so the site walk isn't scoped for the wrong equipment. |
| When would you like this maintenance service to take place? | Separates leads ready to schedule immediately from those only planning ahead, so site walks get prioritized accordingly. |
| Approximately how large is the property's electrical system in terms of building size? | Larger buildings typically mean more panels and circuits to inspect, which affects how the visit should be staffed and scoped. |
How Cliont scores electrical preventive maintenance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Authority Approve Maintenance: yes
- Yes, but lapsed
- Never had one
- Not sure
- Noticed Any Recent Electrical: yes
- As soon as possible
Urgency signals
- Yes, currently active
See the lead your team receives
Electrical Preventive Maintenance Lead
From first click to qualified lead
Follow owners and general contractors 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 project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for electrical preventive maintenance workflows
| Cliont capability | Electrical Preventive Maintenance application |
|---|---|
| Video-guided intake widget | Walks the owner or developer through selecting the property type and which systems—panels, lighting, generators, fire alarm connections—need attention before a site walk gets booked. |
| Weighted lead scoring | Automatically ranks leads reporting breaker trips or a lapsed/nonexistent maintenance program above routine planners, so higher-scope opportunities surface first. |
| Conditional CRM routing | Sends leads where the submitter lacks approval authority into a follow-up queue instead of straight onto the technician's schedule. |
| Structured field capture | Records building size and property type alongside the systems requested, so your team can staff and scope the site walk before ever picking up the phone. |
Common electrical preventive maintenance lead scenarios
Active symptoms, no program in place
A facilities contact reports breaker trips or flickering lights and confirms the property has never had a formal maintenance program, which the intake scores as a high-value opportunity worth prioritizing.
Planning ahead, large footprint
A developer with a lapsed program on a building over 50,000 sq ft is only planning ahead with no urgent symptoms, so the lead routes to your CRM as a scheduling opportunity rather than an emergency.
No approval authority yet
The person filling out the intake can't approve the work themselves, which the scoring reflects with a lower weight so your team follows up with the actual decision-maker before booking a site walk.
Routine renewal on an active program
A multifamily property with a currently active maintenance program and no recent issues signals lower urgency, letting you schedule it around higher-priority leads instead of treating it as time-sensitive.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 commercial electrical intake templates
Electrical Preventive Maintenance lead-intake FAQs
What happens if the person submitting the request can't approve the work?
The intake asks directly whether the submitter has authority to approve maintenance at the property, and answers of "no" score lower so your team can identify and follow up with the actual decision-maker before scheduling a site walk.
Does it matter if they're not sure whether the property ever had a maintenance program?
Yes—the intake offers "not sure" alongside active, lapsed, and never-had-one options, and each carries a different weight so you can see whether this is likely a fresh program build or a renewal.
Can the same intake handle an office building and an industrial warehouse?
Yes, property type is one of the first questions, covering office, retail, industrial or warehouse, multifamily, and healthcare, so the same form adapts to whatever type of building the lead is submitting for.
How do I know which systems the customer actually wants covered?
The intake asks which systems should be included—panels and breakers, lighting, backup generators or UPS, wiring, or fire alarm electrical connections—so your crew knows what to prepare for before arriving.
How is urgency captured if the property owner isn't reporting an emergency?
A dedicated timeline question separates leads who want service as soon as possible from those who are within the next month, next quarter, or just planning ahead, so routine planning requests don't get treated the same as active issues.
What if the lead actually needs backup power work instead of routine maintenance?
If they select backup generators or UPS as a system to cover, that's a signal worth reviewing against your Emergency Power Systems intake, since the scope may extend beyond a standard preventive maintenance visit.
Turn electrical preventive maintenance visitors into qualified projects
Give every electrical preventive maintenance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.