Know which boiler plant leads are worth site-walk time
Ask every boiler plant enquiry about service type, unit count, and current malfunction status before you commit to a site walk, then route nameplate photos and scored details straight into your CRM.
The exact intake your boiler plant service leads complete
This is the real 6-question guided intake for Boiler Plant Service — the same flow your customers finish before you ever pick up the phone.
What a qualified boiler plant service lead should tell you
Inspection, maintenance, repair, or replacement of commercial boiler plant equipment, ranging from a single malfunctioning unit to multi-boiler plants serving institutional or industrial facilities.
- Service Boiler Plant
- Property Type Where Boiler
- Boiler Malfunctioning Or Non-Operational
- Soon This Service Completed
- Property Owner Or Authorized
- How Many Boiler Units
The questions your team needs answered
Every boiler plant service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of service does your boiler plant need? | The selected service type separates active repair calls from routine maintenance or planning inquiries, driving how fast the lead needs a response. |
| What is the property type where the boiler plant is located? | Property type flags institutional or industrial sites that typically involve larger plants and compliance considerations compared to a single office building. |
| Is the boiler currently malfunctioning or non-operational? | A non-operational boiler is the clearest signal in the catalog that the lead is an active outage rather than a scheduled service request. |
| How soon do you need this service completed? | The stated timeline shows whether the lead needs same-day dispatch or can be booked as a future site walk. |
| Are you the property owner or authorized to approve this work? | Confirming authorization before scheduling avoids sending a technician to scope work for someone who can't approve it. |
| Approximately how many boiler units are involved? | Unit count indicates the scale of the plant, helping route single-unit repairs separately from multi-boiler projects that need a different estimator. |
How Cliont scores boiler plant service leads
Every answer is weighted automatically — no manual review required.
Value signals
- Routine maintenance
- Repair
- Inspection or compliance check
- New installation or replacement
- Not sure
- Boiler Malfunctioning Or Non-Operational: yes
Urgency signals
- Emergency, immediate need
See the lead your team receives
Boiler Plant Service 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 boiler plant service workflows
| Cliont capability | Boiler Plant Service application |
|---|---|
| Weighted scoring engine | Combines the malfunction status and service type answers so an active boiler outage scores above a routine maintenance or planning inquiry. |
| Branching qualification logic | Uses property type and unit count together to separate a single-office repair from a multi-boiler plant at an institutional or industrial site. |
| Authorization gating | Flags leads where the submitter isn't confirmed as the owner or authorized approver, so you're not scoping a site walk for someone who can't sign off on the work. |
| CRM routing rules | Tags qualified leads by service type and property type, letting you split installation and replacement projects from repair and maintenance calls in the pipeline. |
Common boiler plant service lead scenarios
Boiler down, tenants without heat
A malfunctioning unit with an emergency timeline scores as an active outage rather than a scheduled service call, and the intake captures repair type and property details before your team calls back.
Multi-building compliance inspection
An institutional property with more than five units and a within-a-month timeline signals a larger, scoped inspection job rather than a single-unit checkup.
New boiler plant for multifamily development
A new installation or replacement request tied to a multifamily property and no fixed date reads as a capital project, letting you separate it from routine repair or maintenance leads.
Facilities manager unsure of scope
When the submitter selects 'not sure' on both service type and unit count and isn't confirmed as the authorized owner, the intake flags the lead for verification before scheduling a site walk.
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 mechanical intake templates
Boiler Plant Service lead-intake FAQs
How does the intake tell a genuine repair call from a routine maintenance request?
The service type question weighs repair higher than routine maintenance, so a malfunctioning boiler surfaces above a scheduled tune-up in your CRM.
What happens if the person submitting the form isn't the property owner?
The authorization question is weighted heavily, so leads from someone not confirmed to approve the work are flagged for verification before you send a technician to a site walk.
Does the intake distinguish between a single boiler and a full multi-boiler plant?
Yes, the unit count question separates single-unit calls from plants with more than five units, which helps you route small repairs and large-scope projects to the right team.
What happens when a boiler is reported as currently non-operational?
A non-operational boiler is weighted as one of the strongest signals in the catalog, pushing that lead ahead of planned inspections or maintenance requests.
How is Boiler Plant Service intake different from Chiller Service intake in Cliont?
Each subservice runs its own qualification catalog, so Boiler Plant Service asks about malfunction status and unit count while Chiller Service asks questions specific to chiller equipment and operation.
Can new installation leads be routed differently than repair leads in my CRM?
Yes, the service type answer travels with the lead, so installation and replacement projects can be tagged separately from repair or maintenance calls once they land in your CRM.
Turn boiler plant service visitors into qualified projects
Give every boiler plant service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.