Know which new construction plumbing leads are worth a site walk
Ask about construction stage, plan approval, and building size before you schedule a site walk. Cliont collects site plans and drawings upfront so your estimator knows the scope before ever visiting the job.
The exact intake your new construction plumbing leads complete
This is the real 6-question guided intake for New Construction Plumbing — the same flow your customers finish before you ever pick up the phone.
What a qualified new construction plumbing lead should tell you
Design-stage through rough-in plumbing installation for new commercial buildings, scoped against the project's construction stage, plan approval status, and square footage before a site walk is scheduled.
- Best Describes Building Project
- Current Construction Stage Project
- Have Approved Architectural Or
- How Large Building In
- Role On This Project
- Project Coordination With Other
The questions your team needs answered
Every new construction plumbing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the building project? | Building type highlights whether the project might also need specialty trades, such as medical gas piping for a healthcare facility, so you know if the scope extends beyond standard plumbing. |
| What is the current construction stage of the project? | Construction stage carries the heaviest weight because framing or shell-ready projects are ready for rough-in scheduling now, while a not-yet-started answer signals a longer runway before you're needed onsite. |
| Do you have approved architectural or plumbing plans for the building? | Approved plans confirm the project is far enough along to quote against a defined scope rather than a moving target, which is why it scores higher than an unapproved answer. |
| Approximately how large is the building in square feet? | Building square footage gives a rough sense of job size and rough-in complexity before you commit to a site walk. |
| What is your role on this project? | Role identifies whether you're talking to a decision-maker, such as an owner or general contractor, versus an architect or other party who may not control the plumbing contract. |
| Does the project require coordination with other trades already on site? | Trade coordination flags whether the job needs scheduling coordination with other trades already on site, which affects how quickly you can mobilize. |
How Cliont scores new construction plumbing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Design or permitting
- Site preparation or foundation
- Framing or shell ready for rough-in
- Interior finishing underway
- Not yet started
- Have Approved Architectural Or: yes
See the lead your team receives
New Construction Plumbing 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 new construction plumbing workflows
| Cliont capability | New Construction Plumbing application |
|---|---|
| Weighted stage scoring | Construction stage answers are scored so framing or shell-ready projects rank above design-phase or not-yet-started projects, helping you sequence follow-up by real readiness. |
| Document upload | Collects approved architectural or plumbing plans tied directly to the plans-approved question, so your estimator has drawings in hand before scheduling a site walk. |
| Role-based routing | Uses the project-role answer to prioritize submissions from owners, developers, and general contractors over architects or other parties who may not control the plumbing contract. |
| CRM lead routing | Sends qualified leads with construction stage, building type, and square footage directly into your CRM so estimators can judge scope before ever visiting the site. |
Common new construction plumbing lead scenarios
Framing-stage build with approved plans
An owner or developer submits a project already at shell-ready framing with approved plumbing drawings on hand, which the intake scores as ready for near-term rough-in scheduling.
Design phase, no plans yet
A prospect is still in design or permitting and hasn't approved plans, so the intake captures the lead at a lower stage weight and flags it for a longer follow-up cycle rather than an immediate site walk.
GC coordinating multiple onsite trades
A general contractor answers yes to needing coordination with other trades already on site, signaling a job with scheduling complexity your team should account for before quoting.
Healthcare facility, uncertain scope
An architect submits on behalf of a healthcare building project without a clear square footage answer, which the intake still routes but flags for scope clarification given the specialty plumbing considerations healthcare buildings often carry.
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
New Construction Plumbing lead-intake FAQs
How does the intake handle leads who don't have plans yet?
The intake still captures projects that haven't approved plans, but that answer carries a lower weight than a confirmed 'yes,' so you can see at a glance whether a lead needs a design-stage conversation or is ready to quote against defined drawings.
Can the intake tell us if a project is at the right stage for rough-in?
Yes. The construction stage question scores framing or shell-ready projects highest, since those are the closest to needing rough-in work, while 'not yet started' or design-phase answers score lower and signal a longer runway.
Does the intake distinguish owners and GCs from architects or other parties?
Yes, the role question weights owner/developer and general contractor responses highest since they typically control the plumbing contract, while architect, engineer, and other roles are still captured but scored lower.
What happens if the project needs coordination with other trades already on site?
The intake asks directly whether the project requires coordinating with other trades on site, so your team knows before the site walk whether scheduling will need to account for other subcontractors already working.
Does the intake ask about the type of building being constructed?
Yes, it asks whether the project is an office, retail, multifamily, industrial, or healthcare building, which helps you spot when a project may also need work covered by a sibling service like medical gas piping.
Turn new construction plumbing visitors into qualified projects
Give every new construction plumbing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.