Qualify every home improvement lead before you drive out
Route every home improvement enquiry through a guided intake built for the specifics of each trade, so a roofing lead, an HVAC replacement, and a fencing quote each ask the right questions instead of one generic contact form for everything.
Browse every home improvement intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
HVAC
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Windows and Doors
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Electrical
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Landscaping and Outdoor Living
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Plumbing
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Painting
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Handyman Services
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Roofing
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Fencing and Gates
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Gutters
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Siding and Exterior
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Flooring
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Insulation and Weatherization
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Concrete and Masonry
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Garage Doors
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Pest Control
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Pools and Spas
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Appliance Repair
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General Remodeling
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Tree Care
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Solar and Home Energy
View intakes →Information home improvement teams need before dispatch
Across every home improvement service, Cliont intakes are built to capture:
- Property This Hvac Service
- Hvac Work
- How Large Space Served
- Hvac System Unable Heat
- Property Owner Or Manager,
- Soon This Hvac Work
- Main Concern With Indoor
- Property This
- Property Have Central Hvac
- Property Owner Or Authorized
How home improvement lead scoring works
Every answer across every home improvement intake is weighted automatically.
Value signals
- Office or retail space
- Multi-unit residential building
- Warehouse or industrial facility
- Restaurant or hospitality venue
- Other
- Hvac System Unable Heat: yes
Urgency signals
- Immediately, it's an emergency
- Immediately
- Water damage
- Broken or not cooling
- Emergency, no heating or cooling now
- Smell Gas Or Suspect
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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
Home Improvement lead-intake FAQs
Do I need a separate Cliont intake for every trade I offer?
Each service — HVAC, electrical, plumbing, roofing, and the rest — gets its own qualification flow tuned to that trade's questions, so a multi-trade contractor can run several intakes under one account instead of forcing every lead through the same generic form.
What if a homeowner isn't sure which service they need?
The intake starts by identifying the project category before branching into trade-specific questions, so a homeowner who just knows something's wrong with heating, a leak, or an exterior repair still lands on the right qualification path.
Can Cliont handle both residential and light commercial home improvement leads?
Yes — the intake can capture property type as part of qualification, which lets a business flag commercial or multi-unit enquiries for different handling than a standard single-family homeowner job.
How does Cliont stop unqualified leads from reaching my crew across different trades?
Each trade's intake scores answers against that service's own value, urgency, and disqualifying signals, so a low-fit HVAC enquiry and a low-fit roofing enquiry are both filtered before anyone drives out, rather than relying on one blanket rule for all trades.
Do photos and documents get collected the same way for every home improvement service?
Upload requirements are set per subservice, so a roofing lead can be asked for roof photos while an electrical lead is asked for panel photos, and everything still lands in the same CRM record for review.
Turn your home improvement traffic into booked jobs
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.