Qualify more commercial mechanical leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects photos & plans, and hands you a scored, qualified lead.
A custom intake for every commercial mechanical project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Building Automation Controls
Installation, integration, or upgrade of building automation and controls systems that manage HVAC, lighting, and other mechanical building functions.
Preview intake →
Commercial HVAC Replacement
Replacement of existing commercial heating, ventilation, and air conditioning systems in a commercial building or facility.
Preview intake →
Industrial Ventilation
Design, installation, or upgrade of industrial ventilation systems for commercial or industrial facilities requiring air quality and exhaust management.
Preview intake →
Boiler Plant Service
Service covering inspection, maintenance, or repair of commercial boiler plant systems in non-residential buildings and facilities.
Preview intake →
Commercial HVAC Installation
Installation of new heating, ventilation, and air conditioning systems in commercial buildings, including equipment, ductwork, and controls.
Preview intake →
Chiller Service
Service, maintenance, or repair of commercial chiller systems for cooling in commercial or institutional buildings.
Preview intake →Information you need before every commercial mechanical project
- Best Describes Scope Building
- Building This Project
- Building Systems Be Controlled
- Have Authority Approve This
- This Project Start
- There Existing Controls Platform
- Building This Hvac System
- Approximate Size Space Being
- Property Owner Or Authorized
- Best Describes Current Stage
How commercial mechanical lead scoring works
Value signals
- New system installation
- Upgrade or replace existing system
- Integrate multiple existing systems
- Repair or troubleshoot current system
- Not sure
- Have Authority Approve This: yes
Urgency signals
- Immediately
- System failure or breakdown
- Emergency, immediate need
- Water-cooled chiller
Your visitor has a real project. A contact form can’t hear it.
Owners and general contractors arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No photos & plans or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Site photos and plans attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Commercial Mechanical lead-intake FAQs
What does a commercial mechanical intake collect?
Each commercial mechanical template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos & plans. The resulting submission gives the team more context than a name-and-email contact form.
How are commercial mechanical leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger commercial mechanical opportunities without manually reviewing every raw submission first.
Can visitors try a commercial mechanical intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified commercial mechanical leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every commercial construction intake template
While they’re still using contact forms, you’re booking projects
Give every website visitor a guided, bilingual, qualifying intake — and turn your commercial mechanical traffic into signed work.