Know which chiller service leads are worth a site walk
Cliont's chiller service intake captures cooling type, capacity, and how urgently the unit needs attention, then requests nameplate photos before the lead ever reaches your CRM.
The exact intake your chiller service leads complete
This is the real 7-question guided intake for Chiller Service — the same flow your customers finish before you ever pick up the phone.
What a qualified chiller service lead should tell you
Maintenance, repair, inspection, or replacement work on a commercial chiller plant, air-cooled or water-cooled, that provides cooling for an office, retail, industrial, healthcare, or institutional building.
- Chiller Service
- Chiller Air-Cooled Or Water-Cooled
- Chiller Completely Stopped Working
- Approximate Cooling Capacity Chiller
- Facility Chiller Serve
- Soon Service Begin
- Property Owner Or Authorized
The questions your team needs answered
Every chiller service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of chiller service do you need? | The requested service type determines whether a repair, install, or maintenance crew should be dispatched and carries the base weight for lead value. |
| Is the chiller air-cooled or water-cooled? | Water-cooled systems are marked as an urgency signal since they tend to serve larger, more critical plants than air-cooled units. |
| Has the chiller completely stopped working? | A completely stopped unit carries the highest weight in the catalog and should trigger emergency dispatch rather than routine scheduling. |
| What is the approximate cooling capacity of the chiller? | Cooling capacity in tons indicates job size and the crew or equipment needed for the site walk, even when the caller answers 'Not sure.' |
| Which type of facility does the chiller serve? | Facility type flags whether the chiller serves a higher-stakes environment like a healthcare facility that may need faster internal handling. |
| How soon do you need service to begin? | Timeline carries the second-highest weight in the catalog and directly sets the lead's place in the dispatch queue. |
| Are you the property owner or authorized to request this service? | Confirming ownership or authorization filters out requests from tenants or third parties who can't approve the work or invoice. |
How Cliont scores chiller service leads
Every answer is weighted automatically — no manual review required.
Value signals
- Routine maintenance
- Repair of malfunctioning unit
- Inspection or assessment
- Replacement or new installation
- Not sure
- Chiller Completely Stopped Working: yes
Urgency signals
- Water-cooled chiller
- Emergency, immediate need
See the lead your team receives
Chiller Repair 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 chiller service workflows
| Cliont capability | Chiller Service application |
|---|---|
| Automatic lead scoring | Combines the 'completely stopped working' and 'emergency, immediate need' answers to push failed-unit leads straight into your high-priority queue. |
| Conditional required uploads | Triggers a request for a nameplate photo and control panel image so technicians know model, serial, and fault codes before the site walk, not after. |
| CRM field mapping | Sends cooling type, tonnage, and facility type as structured fields so dispatch can route large water-cooled industrial jobs differently from small office maintenance calls. |
| Authorization check | Surfaces the property-owner/authorized-requester answer as a flag so your team can confirm approval before booking a site walk on someone else's building. |
| Video widget on the intake form | Lets an owner or facility manager show the unit's condition or fault light on camera, giving your team visual context on a malfunctioning chiller before scheduling a visit. |
Common chiller service lead scenarios
Chiller down, building overheating
Owner reports the unit has completely stopped working and needs service today; the intake flags this combination of a hard stop plus an emergency timeline for immediate dispatch.
Large water-cooled plant issue
A water-cooled chiller in the 300-to-600-ton range is malfunctioning at an industrial facility, which the intake treats as higher urgency given the scale and complexity of water-cooled systems.
Planned replacement, no rush
A hospital facilities manager is evaluating replacement of an aging unit but has no set start date, so the intake routes it as a high-value project for scheduling rather than an emergency.
Routine maintenance for small office
An air-cooled, under-100-ton unit at an office building needs its standard maintenance visit, giving your team a lower-urgency but recurring-revenue lead to schedule normally.
Tenant inquiry, no authorization
Someone submits a request but is not the property owner or authorized to approve the work, which the intake surfaces so your team can confirm approval before booking 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
Chiller Service lead-intake FAQs
How does the intake flag an emergency chiller failure?
When a lead reports the chiller has completely stopped working and needs service immediately, both answers carry the highest weight in the catalog, so the lead scores as high priority for same-day follow-up.
Does the intake differentiate air-cooled from water-cooled systems, and why does that matter?
Yes, the intake asks directly whether the unit is air-cooled or water-cooled; water-cooled systems are treated as an urgency signal since they typically sit in larger, more complex plants that need faster attention.
What happens if the caller doesn't know the cooling capacity in tons?
The intake includes a 'Not sure' option for cooling capacity so the lead still moves forward, and your team can confirm tonnage during the site walk instead of losing the lead over a missing detail.
How does the intake confirm the requester can actually approve this work?
It asks whether the person submitting the request is the property owner or otherwise authorized, and a 'no' answer is weighted lower so your team can verify approval before scheduling.
Does the type of facility affect how a chiller lead gets prioritized?
The intake captures facility type, including office, retail, industrial, healthcare, and institutional, so dispatch can see at a glance whether the request touches a higher-stakes environment.
Is this different from the Commercial HVAC Replacement intake?
Yes, this intake is built specifically around chiller service type, cooling method, and tonnage rather than general HVAC replacement questions, so leads land in your CRM already sorted by service line.
What documentation does the intake collect before a lead reaches my CRM?
It requests photos of the chiller nameplate and control panel or fault display so your technicians have model, serial, and error information on hand before they arrive for the site walk.
Turn chiller service visitors into qualified projects
Give every chiller service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.