Know which automation controls leads deserve a site walk
Owners and developers specify the project scope, building type, and which systems — HVAC, lighting, security, energy management — need to be controlled, plus whether they hold purchasing authority, before you commit to a site walk. Floor plans and existing panel photos come in with the enquiry so your team can see the job before quoting it.
The exact intake your building automation controls leads complete
This is the real 6-question guided intake for Building Automation Controls — the same flow your customers finish before you ever pick up the phone.
What a qualified building automation controls lead should tell you
Installation, upgrade, or integration of a building automation platform that controls HVAC, lighting, security, or energy systems from a central head-end — qualified by project scope, building type, and which systems need to talk to each other.
- Best Describes Scope Building
- Building This Project
- Building Systems Be Controlled
- Have Authority Approve This
- This Project Start
- There Existing Controls Platform
The questions your team needs answered
Every building automation controls intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the scope of the building automation work needed? | The scope answer tells you whether this is a full install, an upgrade, a multi-system integration, or a repair call, which determines who on your team should handle the site walk. |
| What type of building is this project for? | Building type shapes what documentation and compliance considerations apply, since a healthcare facility carries different expectations than a retail or office project. |
| Which building systems need to be controlled or monitored? | Knowing exactly which systems need to be controlled or monitored prevents your estimator from scoping HVAC-only work when the project actually includes security and life-safety integration too. |
| Do you have authority to approve this project or make purchasing decisions for it? | This is the single highest-weighted answer in the catalog, since a lead without confirmed purchasing authority may need a decision maker identified before you invest in a site walk. |
| When do you need this project to start? | Timeline separates enquiries ready to move now from those still in the planning stage, so you can prioritize your site walk schedule accordingly. |
| Is there an existing controls platform or brand that the new work must be compatible with? | Existing platform compatibility flags whether the project needs a technician familiar with a specific controls brand, which changes who you assign and how you scope the estimate. |
How Cliont scores building automation controls leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Building Automation Controls 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 building automation controls workflows
| Cliont capability | Building Automation Controls application |
|---|---|
| Weighted lead scoring | Prioritizes leads where the respondent confirms purchasing authority, since that yes/no answer carries the highest single weight in this catalog. |
| Multi-select capture | Lets owners and developers flag every system — HVAC, lighting, security, fire or life safety, energy management — that needs to be controlled, instead of estimators guessing scope from a phone call. |
| Branching qualification logic | Separates integration projects, which require compatibility details about an existing controls platform, from straightforward new installs that don't. |
| Document upload fields | Collects floor plans and existing panel or head-end photos with the enquiry so your team can assess feasibility before scheduling a site walk. |
| CRM routing | Sends leads with confirmed scope, building type, and purchasing authority straight into your CRM as scored, site-walk-ready records. |
Common building automation controls lead scenarios
New install, confirmed budget holder
An office or retail owner selects new system installation and confirms they have purchasing authority — the two highest-signal answers in this catalog, so the lead lands in your CRM ready for a site walk.
Multi-system integration request
A facilities manager needs HVAC, security, and energy management tied into one platform and flags an existing controls brand that must be preserved, so the intake surfaces a compatibility question your estimator needs answered before scoping.
Repair call routed as a repair call
Someone selects repair or troubleshoot current system rather than a new install or upgrade, so it reaches your team labeled correctly instead of being mistaken for a full installation project.
Healthcare facility, life-safety scope
A hospital or clinic project selects fire or life safety and security alongside HVAC, which changes documentation and compliance expectations compared with a standard office job.
Early planning, no confirmed decision maker
The enquiry marks the project as still in planning stage and answers no on purchasing authority, so it's captured and scored lower rather than triggering an immediate 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
Building Automation Controls lead-intake FAQs
How does the intake distinguish a new installation from an integration project?
The scope question asks the respondent to choose between new system installation, upgrade or replace, integrating multiple existing systems, or repair and troubleshooting, so each lead arrives already labeled with the type of work involved.
What happens if a lead comes from someone without purchasing authority?
The intake asks directly whether the respondent can approve the project, and that answer carries the heaviest weight in the catalog, so leads without confirmed authority are still captured but scored lower until a decision maker is identified.
Can the form capture which building systems actually need to be controlled?
Yes — a multi-select question lets the respondent flag any combination of HVAC, lighting, security or access control, fire or life safety, and energy management, so estimators see the full scope rather than a vague description.
Does the intake ask about compatibility with an existing controls platform?
Yes, there's a dedicated yes/no question about whether the new work needs to integrate with an existing controls platform or brand, which is often the difference between a straightforward install and a more complex compatibility project.
How does the intake handle healthcare or multifamily buildings differently?
Building type is captured as its own answer alongside the systems selected, so a healthcare facility flagging fire and life safety systems is visibly different from an office project flagging lighting and energy management.
What if the lead doesn't know their project timeline yet?
Timeline is a separate single-choice question with a 'still in planning stage' option, so those enquiries are still routed to your CRM but weighted lower than a lead ready to start immediately or within three months.
Turn building automation controls visitors into qualified projects
Give every building automation controls visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.