Excavation intake that captures underground utility conflicts up front
Tell us whether the dig is for a foundation, utility line, or grading job, how large the area is, and whether underground utilities are already marked — then upload your site plans so qualified excavation leads land directly in your CRM.
The exact intake your excavation leads complete
This is the real 7-question guided intake for Excavation — the same flow your customers finish before you ever pick up the phone.
What a qualified excavation lead should tell you
Digging, grading, or earth removal on a commercial site to prepare for a foundation, utility line, drainage system, or below-grade structure — qualified by project purpose, site conditions, and known underground utilities.
- Primary Purpose Excavation
- Property Type
- How Large Area Needing
- Have Site Plans Or
- Property Owner Or Authorized
- Excavation Work Begin
- There Known Underground Utilities
The questions your team needs answered
Every excavation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the primary purpose of the excavation? | The stated purpose (foundation, utility, grading, or pool/pit/basement) is the strongest signal of project scope and value, so it carries the widest weight spread of any question. |
| What is the property type? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how large is the area needing excavation? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have site plans or engineering drawings for this excavation? | Whether site plans or engineering drawings already exist affects how much pre-work your team needs before a site walk, so it's weighted higher than a bare yes/no about the dig itself. |
| Are you the property owner or authorized to approve this excavation work? | Confirming the requester actually owns or is authorized to approve the work prevents wasted site-walk time on inquiries that can't move forward. |
| When do you need the excavation work to begin? | The start timeline separates leads ready to schedule now from ones still in early planning, letting immediate-need jobs surface first. |
| Are there known underground utilities or structures in the excavation area? | Knowing whether underground utilities are marked, unmarked, or unknown flags locate work that needs to happen before crews or estimators are sent out. |
How Cliont scores excavation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Building foundation
- Utility installation or repair
- Grading or drainage
- Pool, pit, or basement
- Other
- Have Site Plans Or: yes
Urgency signals
- Immediately
See the lead your team receives
Excavation Lead — Commercial Foundation
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 excavation workflows
| Cliont capability | Excavation application |
|---|---|
| Conditional branching | Follow-up detail on underground utilities (marked, unmarked, unknown) only surfaces based on that answer, so simpler grading or drainage requests don't get cluttered with irrelevant questions. |
| Document capture | Site plan and engineering drawing uploads land in the same record as the lead, so estimators can review scope before scheduling a site walk. |
| Automated lead scoring | Purpose weighting pushes foundation and utility work above generic grading or 'Other' requests, so your team can prioritize which excavation leads to call first. |
| Authorization flagging | A 'no' answer to the ownership/authorization question scores low enough to separate unauthorized requesters from decision-makers before you commit a site walk. |
Common excavation lead scenarios
Foundation dig with plans ready
A commercial building foundation excavation with site plans provided and an immediate start date scores near the top, since foundation work and available plans both carry the heaviest weights.
Utility repair, utilities unmarked
A utility installation or repair request where underground utilities exist but haven't been marked yet is flagged so your team can schedule a locate before quoting scope.
Vacant land grading in planning stage
A grading or drainage request on vacant land with no site plans and a 'still in planning' timeline scores lower on urgency, better suited to a follow-up sequence than an immediate site walk.
Basement dig, authorization unclear
A pool, pit, or basement excavation where the requester answers 'no' to being the property owner or authorized approver is flagged for verification before any site-walk time is committed.
Large industrial excavation, utilities unknown
A large industrial-site excavation where the requester isn't sure about underground utilities is routed for a locate confirmation step before scheduling, rather than jumping straight to an estimate.
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 sitework and civil construction intake templates
Excavation lead-intake FAQs
How does the intake score excavation purpose?
Foundation, utility installation or repair, grading or drainage, and pool/pit/basement digs each carry their own weight, with foundation work weighted highest and 'Other' weighted lowest, so those categories generally reach your CRM as stronger leads.
What happens when a lead doesn't have site plans?
The intake still records whether plans or engineering drawings exist; a 'no' answer scores lower than a 'yes' but doesn't disqualify the lead, since you can still request plans or assess the ground during a site walk.
How do you know if the person requesting excavation actually owns the property?
The intake asks directly whether the requester owns or is authorized to approve the work, and a 'no' answer carries a much lower weight so you can flag it for verification before committing site-walk time.
Can the intake tell me if there are underground utilities before I visit?
It captures whether utilities are already marked, not yet marked, absent, or unknown, giving you a heads-up on locate work needed before crews or estimators go on site.
Does the excavation intake distinguish small residential digs from large industrial jobs?
Yes — property type (commercial, industrial, multi-family, vacant land) and area size are both captured, so a small backyard pool excavation and a 10,000+ sq ft industrial pad don't get treated the same.
How does timing affect which excavation leads get priority?
The intake records whether work needs to start immediately, within a month, or is still in planning, so leads ready to move now surface ahead of leads still gathering budget or permits.
Turn excavation visitors into qualified projects
Give every excavation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.