Know which roof installation projects are worth a site walk
Every intake asks about building type, roof square footage, and plan approval status before your team commits to a site walk, then sends uploaded architectural drawings and project details straight to your CRM.
The exact intake your commercial roof installation leads complete
This is the real 6-question guided intake for Commercial Roof Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial roof installation lead should tell you
Installation of a new roofing system on a commercial building — new construction, a full replacement, or an addition needing its own roof section — scoped by building type, size, and how far along plans and approvals are.
- Current State Roof Project
- Building This Project
- About How Large Roof
- Have Approved Architectural Or
- Authorized Approve This Project
- Roofing Material Or System
The questions your team needs answered
Every commercial roof installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current state of the roof project? | Distinguishes new construction and full replacement — the highest scope commitment — from early-stage planning that isn't ready for a site walk yet. |
| What type of building is this project for? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how large is the roof area in square feet? | Roof square footage helps your team estimate project scale and crew needs before committing to a site walk. |
| Do you have approved architectural or engineering plans for this roof? | Confirms whether engineering plans are already approved, which shortens the path from lead to signed contract. |
| Are you authorized to approve this project and select the contractor? | Verifies the person submitting the form can actually approve the project and select a contractor, filtering out inquiries that still need internal sign-off. |
| What roofing material or system are you considering, if any? | Surfaces early material preferences so estimators can prep pricing and vendor questions before the first call. |
How Cliont scores commercial roof installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- New building construction
- Full replacement of existing roof
- Addition or expansion needing new roof section
- Still in planning, not yet ready to build
- Have Approved Architectural Or: yes
- Authorized Approve This Project: yes
See the lead your team receives
Commercial Roof Installation 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 commercial roof installation workflows
| Cliont capability | Commercial Roof Installation application |
|---|---|
| Conditional scoring by project stage | Weighs new construction, full replacement, addition, and still-planning answers differently so early-stage inquiries don't outrank an authorized, plans-in-hand project. |
| Decision-maker verification | Feeds the contracting-authority yes/no answer directly into the lead score, flagging leads where the person filling out the form can't actually greenlight a site walk. |
| Document collection | Captures uploaded architectural or engineering plans alongside the plan-approval answer, so your team can review scope before an estimator drives out. |
| Open-text scope capture | Routes the free-text material or system answer into CRM notes, giving your estimating team a starting point on system type before the first call. |
| CRM routing by score band | Sends fully authorized, plans-approved, large-square-footage projects to the top of your CRM pipeline ahead of early-planning inquiries. |
Common commercial roof installation lead scenarios
New Construction, Ready to Build
A developer building a new distribution center has approved engineering plans and is authorized to select a contractor — the intake flags full project readiness for immediate site walk scheduling.
Full Replacement, Plans Pending
A facility owner replacing an aging roof on an existing office building doesn't yet have engineering sign-off, so the intake surfaces the plan-approval gap before a walk gets booked.
Addition Needing New Roof Section
A warehouse expansion needs a new roof section over an addition at moderate square footage — the intake captures building type and any material preference to route it accurately.
Early-Stage Planning Inquiry
An owner researching options for a project still in planning with no confirmed timeline answers that they're not yet ready to build, so the intake tags it for follow-up rather than an immediate site walk.
No Contracting Authority Yet
A property manager inquires on behalf of an ownership group but can't approve the project or select the contractor — the intake flags the authority gap before an estimator's time gets committed.
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 roofing and envelope intake templates
Commercial Roof Installation lead-intake FAQs
How does the intake tell a new-build project apart from a replacement?
The project-state question asks directly whether it's new construction, a full replacement, an addition, or still in planning, and each option carries a different weight so your team can see project type before booking a site walk.
What if the lead doesn't know the roof square footage yet?
The size question includes a "Not sure" option so incomplete answers still route through, though a defined size band raises the lead's overall signal strength.
Can the intake catch someone who isn't authorized to hire a contractor?
Yes — one question asks directly whether the person filling out the form can approve the project and select the contractor, and a "no" answer scores lower so your team can gauge how much decision-making runway the lead actually has.
Does the intake ask about the roofing material they want?
There's an open-text field for roofing material or system, which helps surface leads that already know their scope versus ones still exploring options.
How is this different from the Commercial Roof Replacement intake?
Roof Installation covers new construction, additions, and full replacements together under one project-state question, while Commercial Roof Replacement is scoped specifically to swapping out an existing system — use whichever matches how your team categorizes incoming work.
What happens if the project is still in planning with no approved plans?
Both the project-state and plan-approval answers still score the lead, just at a lower weight than a fully designed, authorized project, so your team can decide whether to nurture it or schedule a site walk anyway.
Turn commercial roof installation visitors into qualified projects
Give every commercial roof installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.