Every lead testing enquiry, scored before it reaches your CRM
Homeowners and property managers tell you upfront what needs testing — paint, water, soil, or dust — along with build year, ownership status, and whether it's tied to a permit or transaction. Photos and ownership documentation arrive with every submission, so you know which site assessments are worth scheduling before you pick up the phone.
Preview your lead testing intake
Explore 6 questions from the Lead Testing template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified lead testing lead should tell you
Testing that identifies lead hazards in paint, water, soil, or dust at a residential, commercial, or municipal property, often required for a real estate transaction, permit, or regulatory compliance.
- Property Or Site Lead
- Want Tested Lead
- This Testing Required Specific
- Own Property Or Represent
- Was Property Or Structure
- Soon Testing Completed
The questions your team needs answered
Every lead testing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property or site needs lead testing? | Property type determines whether the site assessment fits a residential, commercial, municipal, or development scope of work. |
| What do you want tested for lead? | Each testing medium selected — paint, water, soil, dust — carries its own weight, so multi-media requests score higher than a single 'not sure.' |
| Is this testing required for a specific transaction, permit, or regulation? | A transaction, permit, or regulatory driver signals a lead with a real deadline and a decision-maker who needs results, not just curiosity. |
| Do you own the property or represent the owner? | Confirming ownership or authorization before scheduling prevents your team from surveying a property the submitter has no right to test. |
| When was the property or structure built, if known? | A pre-1978 build year raises the likelihood of lead paint presence, giving your team context before the site visit. |
| How soon do you need the testing completed? | Timeline distinguishes leads that need same-week scheduling from ones still in the planning stage. |
How Cliont scores lead testing leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Paint
- Soil
- Dust
- Not sure
- This Testing Required Specific: yes
- Own Property Or Represent: yes
Urgency signals
- Water
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Lead Testing Lead — Pre-1978 Home Sale
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for lead testing workflows
| Cliont capability | Lead Testing application |
|---|---|
| Multi-select scoring | Weighs paint, water, soil, and dust selections independently, so a lead requesting three media scores higher than one marked 'not sure.' |
| Ownership verification gate | Flags leads where the submitter isn't the property owner or representative, so your team can confirm authorization before scheduling a site assessment. |
| Build-year branching | Uses the pre-1978 answer to add lead-paint risk context without your team having to ask it manually on every call. |
| Regulatory/transaction flag | Separates leads tied to a permit, transaction, or regulation from voluntary requests, helping you prioritize time-sensitive compliance work. |
Example lead testing lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Pre-1978 home sale disclosure
A seller needs lead paint testing before closing because the property was built before 1978 and the transaction requires it, so the build year, transaction flag, and immediate timeline push it to the top of your queue.
Rental compliance for landlord
A landlord orders paint and dust testing across units to meet a lead-safe certification requirement; ownership is confirmed and the regulatory driver keeps it high-value even without a fixed deadline.
Well water contamination concern
A homeowner requests water testing only, unrelated to any transaction or permit, with no fixed timeline, so your team can weigh a lower-urgency site visit against jobs with a real driver behind them.
Construction site soil screening
A developer needs soil and dust testing at a pre-construction site as due diligence, flagging it as a commercial or development property type tied to a defined transaction.
Tenant inquiry, not the owner
A renter submits a request for paint testing but doesn't own or represent the property, so the ownership answer flags it differently before your team wastes a site visit.
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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
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Only pay when you receive a qualified lead.
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More environmental testing intake templates
Lead Testing lead-intake FAQs
Does the intake ask which lead media to test — paint, water, soil, or dust?
Yes. Property owners select all that apply from a multi-choice list, and each medium carries its own weight, so a request covering paint, water, and dust scores higher than a single 'not sure' answer.
How does the intake handle testing that isn't tied to a transaction or permit?
The intake asks directly whether testing is required for a transaction, permit, or regulation; a 'no' still creates a lead but scores lower than a regulatory-driven request, so you can prioritize accordingly.
Can the intake tell me if the property was built before 1978?
Yes, property owners select a build-year range — before 1978, 1978 or later, or not sure — giving your team context on likely lead-paint risk before you schedule a site assessment.
What if someone submits a request but doesn't own the property?
The intake asks whether the submitter owns or represents the owner; a 'no' answer scores lower so your team can confirm authorization before surveying a property that isn't theirs to test.
Does this intake work for commercial or municipal sites, not just homes?
Yes. The property-type question covers residential, commercial, municipal or public facility, and development or construction sites, so the same intake qualifies leads across your full range of work.
How does urgency factor into lead scoring?
Property owners select a timeline — immediately, within a month, or planning ahead — so leads asking for fast turnaround surface differently than ones without a fixed date.
Turn lead testing visitors into qualified jobs
Give every lead testing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.