Qualify every energy and environmental lead before the first conversation
One intake layer for every Energy and Environmental service line — battery backup, solar, EV charging, environmental testing, and efficiency work — so property owner enquiries are scored and routed to your CRM before a site assessment gets booked.
Browse every energy and environmental intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Battery and Backup Power
Preview 5 intake templates for battery and backup power, including generator-to-battery transition, microgrid development, critical power backup.
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Commercial Solar
Preview 6 intake templates for commercial solar, including commercial solar installation, solar carport, solar feasibility study.
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Environmental Testing
Preview 6 intake templates for environmental testing, including soil contamination testing, water quality testing, mold testing.
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Environmental Consulting
Preview 6 intake templates for environmental consulting, including environmental site assessment, air quality consulting, environmental management plan.
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Waste and Recycling
Preview 6 intake templates for waste and recycling, including commercial waste collection, electronic waste recycling, zero-waste program.
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EV Charging Infrastructure
Preview 5 intake templates for ev charging infrastructure, including public charging station, multifamily ev charging, ev charging site assessment.
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Energy Efficiency
Preview 6 intake templates for energy efficiency, including commercial energy audit, lighting efficiency upgrade, utility incentive consulting.
View intakes →Information energy and environmental teams need before the first conversation
Across every energy and environmental service, Cliont intakes are built to capture:
Energy and Environmental covers the software layer for businesses offering battery and backup power, solar, environmental testing and consulting, waste and recycling, EV charging, and energy efficiency work — this hub routes property owner enquiries to the right service-specific intake so field teams stop surveying properties that were never going to qualify.
- Property Generator- -Battery Transition
- Have Working Fuel-Based Generator
- Main Goal This Transition
- Own Property Or Have
- Critical Loads Backup Power
- Soon Would Like Transition
- Property Or Site This
- Current Stage This Microgrid
- Energy Sources Want Microgrid
- Own Or Have Legal
How energy and environmental lead scoring works
Every answer across every energy and environmental intake is weighted automatically.
Value signals
- Have Working Fuel-Based Generator: yes
- Own Property Or Have: yes
- Within 3 months
- Still in planning stage
- Just exploring the concept
- Planning or design phase
Urgency signals
- Immediately
- Frequent power outages in area
- Check after a power outage event
- Backup power during outages
- Landowner or site host
- Surface water (lake, river, pond)
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Energy and Environmental lead-intake FAQs
Do we need separate intake forms for each service we offer, like battery backup and commercial solar?
Each subservice under Energy and Environmental — battery and backup power, commercial solar, EV charging infrastructure, environmental testing and consulting, waste and recycling, and energy efficiency — gets its own qualification form built around the questions that actually matter for that job, but they all feed into the same scored pipeline and CRM.
How does Cliont stop us sending crews on site assessments that go nowhere?
Property owners answer service-specific qualifying questions before a site assessment is scheduled, so your team can see whether the property, budget, and timeline are a fit before anyone drives out.
We do both residential and commercial energy work — can one account handle both?
Yes. Because commercial-fit signals differ from residential ones across services like commercial solar versus battery and backup power, each intake is configured to score leads against the right criteria for that job type before it reaches your CRM.
What happens if a property owner isn't sure which service they need — solar, battery backup, or efficiency work?
You choose which intake forms live on your site and in your links; property owners select the service they're enquiring about, and each path leads to the right qualifying questions for that subservice.
Can we run environmental testing or consulting enquiries through the same system as our energy work?
Yes — environmental testing, environmental consulting, and waste and recycling are separate subservices in the same library, each with their own intake, so a single business offering multiple services keeps every lead type organized under one CRM.
Turn your energy and environmental traffic into booked jobs
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.