Know which roof replacement leads deserve a site walk
Every enquiry captures building type, roof size, and current condition, plus roof photos and funding status, so you know whether a project is ready for a site walk before you schedule one.
The exact intake your commercial roof replacement leads complete
This is the real 6-question guided intake for Commercial Roof Replacement — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial roof replacement lead should tell you
Full removal and replacement of an existing roof system on a commercial, industrial, or institutional building, typically driven by age, active leaks, storm damage, or a planned renovation.
- Building This Roof On
- What Size Roof Area
- Current Condition Prompting This
- Property Owner Or Authorized
- This Roof Replacement Begin
- This Project Been Budgeted
The questions your team needs answered
Every commercial roof replacement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of building is this roof on? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately what is the size of the roof area to be replaced? | Roof size is directly tied to project value, so larger square footage answers score higher and help you prioritize bigger contracts first. |
| What is the current condition prompting this replacement? | Whether the trigger is active leaks, storm damage, or a planned upgrade tells you how time-sensitive the project is versus how much scoping work will be needed. |
| Are you the property owner or an authorized representative able to approve this project? | A 'no' answer signals the respondent may not be able to sign a contract, which matters more for a full roof replacement than a small repair given the size of the decision. |
| When do you need this roof replacement to begin? | An 'immediately' timeline paired with active leaks or storm damage is a strong signal to prioritize scheduling a site walk over leads that are still just planning. |
| Has this project been budgeted or funded by your organization? | Confirmed funding indicates the owner is ready to move to contract, which is a meaningfully different lead than one still waiting on internal budget approval. |
How Cliont scores commercial roof replacement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 10,000 sq ft
- 10,000 - 50,000 sq ft
- Over 50,000 sq ft
- Not sure
- Property Owner Or Authorized: yes
- Within 3 months
Urgency signals
- Active leaks or water damage
- Storm or weather damage
- Immediately (active leak or damage)
See the lead your team receives
Commercial Roof Replacement 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 replacement workflows
| Cliont capability | Commercial Roof Replacement application |
|---|---|
| Weighted scoring | Roof size answers (under 10,000 sq ft up to over 50,000 sq ft) and timeline answers are weighted so larger, more urgent replacements rank above small or undecided enquiries. |
| Disqualifying/risk flags | A 'no' answer on property owner/authorized representative status is scored lower than a 'yes', flagging leads that need an ownership check before a site walk is scheduled. |
| Lead routing to CRM | Once building type, roof size, condition, approval authority, timeline, and funding status are captured, the completed record is sent straight to your CRM instead of an unstructured inbox message. |
| Urgency detection | Active leaks and storm/weather damage answers, combined with an 'immediately' timeline, are treated as urgent signals so those enquiries can be flagged for faster follow-up. |
Common commercial roof replacement lead scenarios
Active leak, large industrial roof
A warehouse reports active leaks on a roof over 50,000 sq ft and needs work to start immediately — the intake surfaces this as high urgency and high value from the first two answers.
Storm damage on retail center
Weather damage on a retail building with a 3-month start window and confirmed funding gives your team a clear, insurance-adjacent lead worth prioritizing over unfunded enquiries.
Early-stage planning enquiry
A property owner is exploring a planned upgrade with no set timeline and no budget approved yet — the intake still captures the details but flags it as lower urgency than active-leak cases.
Unclear approval authority
A property manager submits the enquiry but answers 'no' to being an authorized approver — the intake still routes it, but flags the ownership gap so your team confirms decision-making authority before quoting.
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 Replacement lead-intake FAQs
How does the intake prioritize large-square-footage jobs over small repairs?
The roof-size question weights larger jobs (10,000+ sq ft, especially over 50,000 sq ft) higher than sub-10,000 sq ft projects, so bigger replacements surface as higher-value leads without you having to read every submission.
Can the intake tell the difference between an emergency leak and a planned upgrade?
Yes — the condition question (active leaks, storm damage, end of lifespan, or planned upgrade) combines with the timeline question to separate immediate-need leads from long-range planning enquiries.
What happens if the person filling out the form isn't the property owner?
The intake directly asks whether the respondent is the owner or an authorized representative able to approve the project, so leads from tenants or unauthorized contacts are flagged rather than treated the same as owner-approved projects.
Do you ask whether the project has funding in place?
Yes — the intake asks if the replacement has been budgeted or funded by the organization, which helps you tell apart owners ready to move now from those still seeking internal approval.
Does this work for institutional buildings like schools or hospitals?
The building-type question includes institutional properties alongside office, retail, industrial, and multifamily, so the intake captures that context up front instead of your team asking on the first call.
How is this different from the Commercial Roof Repair intake?
This intake is built around full tear-off and replacement signals — roof size, lifespan/condition, and funding for a full project — while the Commercial Roof Repair intake is scoped for smaller, targeted fixes.
Turn commercial roof replacement visitors into qualified projects
Give every commercial roof replacement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.