Know which service upgrade leads are worth a site walk
Ask owners and developers what's driving the upgrade, confirm who can approve the project, and capture current amperage before anyone books a site walk. Panel photos and load documentation come in upfront so estimators aren't guessing on scope.
The exact intake your electrical service upgrade leads complete
This is the real 6-question guided intake for Electrical Service Upgrade — the same flow your customers finish before you ever pick up the phone.
What a qualified electrical service upgrade lead should tell you
Assessment of a commercial building's need for increased electrical capacity or replacement of an outdated service, based on load requirements, occupancy status, and who has authority to approve the work.
- Driving This Electrical Service
- Commercial Property This
- Know Current And Desired
- Property Owner Or Authorized
- Soon This Upgrade Completed
- Building Remain Occupied And
The questions your team needs answered
Every electrical service upgrade intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is driving the need for this electrical service upgrade? | The driver distinguishes deadline-bound compliance work from voluntary capacity increases, which usually determines how fast the estimate needs to move. |
| What type of commercial property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you know the current and desired amperage or capacity for the service? | Whether the requester already knows the current and target amperage signals how much pre-work an engineer or estimator will need to do before quoting. |
| Are you the property owner or authorized to approve this project? | An unauthorized requester can still be a real project, but the lower weight keeps it from being treated the same as an approved owner's request. |
| How soon do you need this upgrade completed? | Timeline separates active, immediate-need projects from early planning-stage inquiries that don't warrant the same urgency. |
| Will the building remain occupied and operating during the upgrade? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores electrical service upgrade leads
Every answer is weighted automatically — no manual review required.
Value signals
- Adding equipment or increasing load
- Code compliance or inspection requirement
- Outdated or failing equipment
- New tenant or space buildout
- Not sure
- Property Owner Or Authorized: yes
Urgency signals
- Immediately
See the lead your team receives
Electrical Service Upgrade 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 service upgrade workflows
| Cliont capability | Electrical Service Upgrade application |
|---|---|
| Weighted scoring logic | The authorization question scores a confirmed owner or approver at 10 versus 3 for an unauthorized contact, so unapproved inquiries surface lower without being blocked outright. |
| Conditional routing by answer | Leads selecting 'Not sure' as their upgrade driver still score as high-value, prompting your team to follow up and clarify scope instead of the lead getting filtered out. |
| Document and photo capture | Panel photos and capacity documentation are collected during intake so your estimator has service size context before the site walk is even booked. |
| CRM delivery with context | Occupancy status and property type answers are passed through to the CRM record even though they don't affect score, giving scheduling the operational detail it needs. |
Common electrical service upgrade lead scenarios
New tenant buildout, immediate need
An owner needs added capacity for a new tenant space and wants work done immediately — this combination of driver and timeline scores as high priority and routes straight to the CRM.
Code compliance after failed inspection
A property manager is upgrading service because an inspection flagged the existing panel; the intake captures this as a compliance-driven job separate from a voluntary capacity increase.
Tenant inquiry without owner sign-off
Someone submits the form who isn't the property owner or authorized decision-maker — the authorization question weights this lower until ownership is confirmed.
Occupied building during upgrade
The building must stay operational while work happens, which doesn't change the lead score but flags scheduling constraints the estimator needs before the site walk.
Unsure what's driving the request
A caller knows they need more power but can't articulate why — the driver question still captures this as a valid lead, prompting the team to ask clarifying questions on the call instead of guessing from an inbox email.
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 Service Upgrade lead-intake FAQs
Why does the intake ask about current and desired amperage before a site walk is even scheduled?
Knowing whether someone has that information (or doesn't) tells your team how far along the project is and whether an engineer needs to be involved before you send anyone out to size the job.
How does the intake handle someone who isn't the property owner?
The authorization question carries a real weight difference between a yes and a no, so requests from tenants or unauthorized contacts still come through but score lower until ownership is confirmed.
Does the intake separate code-driven upgrades from voluntary capacity increases?
Yes — the driver question lists compliance and inspection requirements as a distinct option from adding equipment or a new tenant buildout, so you know upfront whether this is a deadline-driven job or a planning-stage one.
Does occupancy status change how a lead is scored?
No, whether the building stays occupied during the work isn't a scoring factor, but the answer is captured and passed to your CRM so scheduling knows about after-hours or phased-work constraints ahead of the site walk.
What happens with leads for property types outside office or retail, like industrial or mixed-use?
The property type question captures industrial, warehouse, multifamily, and mixed-use options directly, so those jobs aren't lumped in with standard office buildouts and can be routed or prioritized differently.
Can this intake keep out-of-scope service upgrade requests from reaching my estimator?
The combination of driver, authorization, and timeline answers gives your team enough signal to see which requests are planning-stage inquiries versus approved projects before anyone commits time to an estimate.
Turn electrical service upgrade visitors into qualified projects
Give every electrical service upgrade visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.