Qualify every home improvement lead before the first conversation
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
Preview 15 intake templates for hvac, including commercial hvac, indoor air quality, air duct cleaning.
View intakes →
Windows and Doors
Preview 11 intake templates for windows and doors, including new window installation, skylight installation, french door installation.
View intakes →
Electrical
Preview 15 intake templates for electrical, including emergency electrical repair, circuit breaker repair, generator repair.
View intakes →
Landscaping and Outdoor Living
Preview 12 intake templates for landscaping and outdoor living, including landscape design, deck repair, irrigation installation.
View intakes →
Plumbing
Preview 17 intake templates for plumbing, including sewer line repair, trenchless sewer repair, water filtration.
View intakes →
Painting
Preview 8 intake templates for painting, including interior house painting, exterior house painting, popcorn ceiling removal.
View intakes →
Handyman Services
Preview 8 intake templates for handyman services, including tv mounting, furniture assembly, general home repairs.
View intakes →
Roofing
Preview 12 intake templates for roofing, including emergency roof repair, shingle roofing, leak repair.
View intakes →
Fencing and Gates
Preview 9 intake templates for fencing and gates, including gate repair, privacy fence installation, commercial fencing.
View intakes →
Gutters
Preview 7 intake templates for gutters, including gutter cleaning, gutter replacement, downspout repair.
View intakes →
Siding and Exterior
Preview 10 intake templates for siding and exterior, including exterior trim repair, siding repair, weatherproofing.
View intakes →
Flooring
Preview 10 intake templates for flooring, including commercial flooring, floor repair, subfloor repair.
View intakes →
Insulation and Weatherization
Preview 8 intake templates for insulation and weatherization, including weatherization, radiant barrier installation, wall insulation.
View intakes →
Concrete and Masonry
Preview 11 intake templates for concrete and masonry, including concrete resurfacing, chimney repair, basement waterproofing.
View intakes →
Garage Doors
Preview 6 intake templates for garage doors, including garage door repair, garage door opener installation, commercial garage doors.
View intakes →
Pest Control
Preview 9 intake templates for pest control, including rodent control, termite inspection, bed bug treatment.
View intakes →
Pools and Spas
Preview 9 intake templates for pools and spas, including pool equipment repair, pool installation, pool remodeling.
View intakes →
Appliance Repair
Preview 8 intake templates for appliance repair, including dryer repair, freezer repair, commercial appliance repair.
View intakes →
General Remodeling
Preview 9 intake templates for general remodeling, including accessibility remodeling, home additions, basement remodeling.
View intakes →
Tree Care
Preview 7 intake templates for tree care, including tree health assessment, tree trimming, lot clearing.
View intakes →
Solar and Home Energy
Preview 8 intake templates for solar and home energy, including residential solar installation, solar inspection, whole-home battery backup.
View intakes →Information home improvement teams need before the first conversation
Across every home improvement service, Cliont intakes are built to capture:
Home improvement covers the full range of residential trades — HVAC, roofing, electrical, plumbing, remodeling, and more — where a homeowner's enquiry needs to be sorted by project type, scope, and timeline before a business commits a truck roll or an estimator's time.
- 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
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
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.