Turn backflow prevention enquiries into site walk-ready leads
Owners and developers tell you what work they need, the building type, and whether the water authority has already flagged a compliance issue—plus device tag photos—so you can see which backflow enquiries deserve a site walk today.
The exact intake your backflow prevention leads complete
This is the real 6-question guided intake for Backflow Prevention — the same flow your customers finish before you ever pick up the phone.
What a qualified backflow prevention lead should tell you
Installation, annual testing and certification, or repair/replacement of backflow prevention devices that protect a commercial water supply from contamination, often triggered by a water authority compliance requirement.
- Backflow Prevention
- Building Or Facility This
- Local Water Authority Required
- Soon This Work Completed
- Property Owner Or Authorized
- Know How Many Backflow
The questions your team needs answered
Every backflow prevention intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What do you need for backflow prevention? | Separating new installs from annual testing and repair/replacement tells the plumber what kind of visit and crew to prepare before the site walk. |
| What type of building or facility is this for? | Building type signals the likely code requirements and device complexity, from a single office device to a multi-device institutional system. |
| Has the local water authority required this work or flagged a compliance issue? | A yes answer means the water authority has already set a compliance clock running, making it the strongest urgency signal in the intake. |
| How soon do you need this work completed? | An immediate timeline paired with a compliance flag tells the plumber to schedule the site walk ahead of routine planning-stage requests. |
| Are you the property owner or authorized to approve this work? | A no answer means the plumber should confirm decision-making authority before investing time in a site walk that may not lead to signed work. |
| Do you know how many backflow devices are involved? | Knowing whether it's one device or more than five lets the plumber send the right crew size and stock instead of estimating blind. |
How Cliont scores backflow prevention leads
Every answer is weighted automatically — no manual review required.
Value signals
- New device installation
- Annual testing/certification
- Repair or replacement
- Not sure
- Local Water Authority Required: yes
- Within a month
Urgency signals
- Local Water Authority Required
- Immediately
See the lead your team receives
Backflow Prevention 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 backflow prevention workflows
| Cliont capability | Backflow Prevention application |
|---|---|
| Automated lead scoring | Weights a water authority compliance flag and an immediate timeline together, so compliance-driven backflow leads rise to the top of your CRM ahead of planning-stage enquiries. |
| Conditional branching | Routes 'not sure' answers on device count or work type into a scoping-call path instead of auto-booking a site walk against an undefined scope. |
| Document and photo upload | Collects device tag photos and any existing test certification so your team can confirm current compliance status before quoting. |
| Decision-maker verification | Flags submissions where the person isn't the property owner or authorized approver, so you don't schedule a site walk around someone who can't sign off on the work. |
| CRM routing with lead tagging | Sends qualified backflow leads to your CRM tagged by building type and device count, separating compliance-driven jobs from new-install requests. |
Common backflow prevention lead scenarios
Water authority already flagged issue
The property has a compliance notice and needs work immediately, the two strongest urgency signals in the intake, so this lead is flagged for a same-week site walk instead of sitting in a general queue.
New device for ground-up construction
An office or retail build-out needs a first-time device installed, but the owner is just planning ahead, so the intake still scores it as valuable while flagging it as non-urgent.
Multi-device industrial testing
An industrial or warehouse site needs annual testing across more than five devices, a scope signal that lets the plumber quote a multi-device visit rather than a single-device stop.
Tenant inquiring without approval authority
The person submitting the form isn't the property owner or an authorized approver, so the intake still captures the request but flags it for verification before a site walk gets scheduled.
Unsure what work is needed
The owner knows something's wrong with the backflow device but doesn't know if it needs testing, repair, or replacement, so the intake still routes the building type and timeline to prioritize a scoping call.
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 plumbing intake templates
Backflow Prevention lead-intake FAQs
How does the intake flag a water authority compliance deadline?
The intake asks directly whether the local water authority has required the work or flagged a compliance issue, and a yes answer carries the highest urgency weight in the catalog, so those leads surface ahead of routine requests.
Can the form tell a new install apart from an annual test request?
Yes, the first question asks owners to pick between new device installation, annual testing/certification, repair or replacement, or not sure, so you know the type of visit before you ever call back.
What happens if the person filling out the form can't approve the work?
The intake asks whether the submitter is the property owner or authorized to approve the project, and a no answer scores lower so your team can confirm decision-making authority before committing site walk time.
Does the intake ask how many backflow devices are on-site?
Yes, owners select whether it's one device, a few, more than five, or not sure, which helps you size the crew and materials for the visit instead of guessing scope from a phone call.
How is a backflow lead kept separate from other commercial plumbing requests?
This intake uses only the backflow prevention catalog, so leads for related work like Commercial Plumbing Repair or New Construction Plumbing are captured through their own forms and don't get mixed into your backflow queue.
What should owners upload with a backflow enquiry?
The intake requests photos of the device tag or serial number, the device's location and surrounding piping, and any recent test or certification report the owner already has on file.
Turn backflow prevention visitors into qualified projects
Give every backflow prevention visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.