See utility type and site scope before you quote
Know whether an enquiry is a water line install on a small lot or a storm drainage relocation across a subdivision before you commit time to a site walk. The intake captures utility type, project setting, and area scope, plus current site plans, so your CRM only fills with jobs that match your crew.
The exact intake your underground utilities leads complete
This is the real 7-question guided intake for Underground Utilities — the same flow your customers finish before you ever pick up the phone.
What a qualified underground utilities lead should tell you
Installation, repair, or relocation of water, sewer, storm drainage, gas, electrical conduit, or communications lines beneath a commercial, industrial, municipal, or multi-family site.
- Underground Utility Work
- This New Installation, Repair,
- Setting This Project
- Have Current Site Plans
- Property Owner Or Authorized
- This Work Begin
- What Scope Area Involved
The questions your team needs answered
Every underground utilities intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of underground utility work do you need? | The specific utility type selected determines crew, equipment, and permitting requirements, and higher-weighted trades like gas and water lines signal more complex, higher-value work. |
| Is this for a new installation, a repair, or a relocation of existing utilities? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the setting for this project? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have current site plans or engineering drawings for this utility work? | Having current site plans or engineering drawings shortens the path from lead to estimate, so its absence flags a lead that needs more groundwork before a site walk. |
| Are you the property owner or the authorized decision maker for this project? | Underground utility work often requires owner or authorized sign-off, so confirming decision-making authority filters out leads that can't move to contract without further approval. |
| When do you need this work to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately what is the scope of the area involved? | The scale of the site directly affects crew size, timeline, and mobilization cost, so knowing scope upfront prevents underbidding a large civil project or overbuilding for a small lot. |
How Cliont scores underground utilities leads
Every answer is weighted automatically — no manual review required.
Value signals
- Sewer lines
- Gas lines
- Electrical conduit
- Communications/fiber
- Not sure
- Have Current Site Plans: yes
Urgency signals
- Water lines
- Storm drainage
See the lead your team receives
Underground Utilities 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 underground utilities workflows
| Cliont capability | Underground Utilities application |
|---|---|
| Multi-select qualification field | Lets a lead select more than one utility type at once, such as water lines plus electrical conduit, so combined scopes aren't split into separate incomplete enquiries. |
| Conditional scoring by scope | Weighs high-value utility types like gas, water, sewer, and storm drainage differently from lower-signal answers like 'Not sure', so your team sees the strongest leads first. |
| Document and drawing capture | Prompts leads to upload current site plans or engineering drawings during intake, so incomplete documentation is flagged before a site walk gets scheduled. |
| Decision-maker verification | Flags whether the contact is the property owner or authorized decision maker, which matters for underground work that often needs sign-off before excavation begins. |
| Project setting segmentation | Captures whether the job is on a commercial, industrial, municipal, or multi-family site, helping you route municipal/civil projects differently from private development work. |
| CRM routing by score | Sends qualified underground utilities leads directly to your CRM with utility type, scope, and drawing status attached, so your team can review before a site walk. |
Common underground utilities lead scenarios
New gas line for a commercial build
A developer needs gas line installation on a commercial site with engineering drawings already in hand, flagging it as a high-value, ready-to-quote lead.
Municipal storm drainage on a large site
A civil project spans a subdivision and needs storm drainage work, but the contact isn't sure of the exact scope yet, signaling a lead worth a scoping call before a site walk.
Sewer repair with no drawings
An owner needs a sewer line repair but has no current site plans, so the intake flags the missing drawings so your team knows to request them before scheduling.
Relocation tied to unclear authority
A caller wants electrical conduit relocated but isn't the property owner or decision maker, which lowers priority until the actual authorized party is confirmed.
Multi-family fiber and conduit rollout
A developer needs communications/fiber and electrical conduit across a multi-family development still in the planning stage, giving your team lead time to line up scope before the timeline firms up.
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
Underground Utilities lead-intake FAQs
Can the intake tell me which utility type a lead needs before I call them?
Yes, the intake asks directly which underground utility work is needed, including water, sewer, storm drainage, gas, electrical conduit, or communications/fiber, so you see the trade scope before your first call.
Does it separate new installation work from repairs?
The intake asks whether the project is a new installation, a repair, or a relocation of existing utilities, which helps you route jobs to the right crew and pricing model without a discovery call.
Will the intake flag leads without site plans?
Yes, whether the contact has current site plans or engineering drawings is scored, so leads missing documentation are visible before you schedule a site walk that turns out to need more information first.
How does the intake handle leads that aren't sure of the project scope?
Site scope is asked as a direct question with a 'Not sure' option, so vague leads aren't dropped, they're just flagged for a clarifying conversation before you commit estimating time.
Does it check if the person filling out the form can actually authorize the work?
Yes, the intake asks whether the contact is the property owner or authorized decision maker, which weighs heavily in scoring since underground utility work often requires sign-off before any digging starts.
Is this intake different from the one for stormwater management or excavation?
Yes, this intake is built around utility type, installation versus repair versus relocation, and project setting specific to underground lines, while sibling subservices like Stormwater Management and Excavation use their own catalogs.
Turn underground utilities visitors into qualified projects
Give every underground utilities visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.