Know which generator installation leads are worth estimate time
Homeowners tell you whether they want a standby or portable unit, confirm property type and fuel line availability, and share panel photos—so every generator lead arrives scored before you schedule an estimate.
The exact intake your generator installation leads complete
This is the real 6-question guided intake for Generator Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified generator installation lead should tell you
Installation of a standby or portable backup generator system, covering equipment selection, fuel-source availability, and property type before an electrician commits to an on-site estimate.
- Generator Install
- Already Own Generator, Or
- Property Type Where Generator
- Property Have Natural Gas
- Property Owner Or Authorized
- Soon Would Like Installation
The questions your team needs answered
Every generator installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of generator are you looking to install? | Generator type sets scope and ticket size immediately, since standby installs involve transfer switches and permitting while portable installs are typically simpler inlet work. |
| Do you already own the generator, or do you need help selecting and purchasing one? | Knowing whether the homeowner already owns the unit or needs help selecting one tells you whether the estimate must also cover equipment sizing and sourcing, not just labor. |
| What is the property type where the generator will be installed? | Property type determines whether the job follows standard residential rules or needs commercial or multi-unit code review and different crew scheduling. |
| Does the property currently have a natural gas or propane line available near the intended generator location? | Fuel line availability tells you before the estimate whether the scope needs to include gas line extension or propane tank coordination. |
| Are you the property owner or an authorized decision-maker for this installation? | Confirming decision-making authority filters out tenants or family members who can't approve the project or sign off on the installation. |
| How soon would you like the installation to take place? | Installation timeline signals how urgently to prioritize dispatch and estimate scheduling relative to other jobs already in the pipeline. |
How Cliont scores generator installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Standby whole-home generator
- Portable generator
- Not sure
- Property Owner Or Authorized: yes
- As soon as possible
- Within a month
See the lead your team receives
Standby Generator Installation Lead
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 generator installation workflows
| Cliont capability | Generator Installation application |
|---|---|
| Conditional question branching | Fuel line availability questions surface automatically for standby generator selections, so portable-only inquiries aren't asked irrelevant gas-line questions. |
| Weighted lead scoring | Decision-maker status is scored separately from urgency, so a tenant or non-owner answering 'as soon as possible' doesn't get treated as sales-ready until ownership is confirmed. |
| Photo and document capture | Panel and gas meter photos are collected up front so you can gauge service capacity and fuel access before deciding whether the job needs a drive-out or a phone quote. |
| CRM field routing | Generator type, property type, and fuel line answers land as structured CRM fields, so standby and portable jobs can be routed to the right crew and pricing template automatically. |
Common generator installation lead scenarios
Ready-to-buy standby homeowner
Owner selects standby whole-home generator, confirms decision-making authority, and wants installation as soon as possible—an intake combination that scores near the top of the priority band.
Undecided on equipment type
Homeowner picks 'Not sure' for generator type and needs help selecting and purchasing a unit, so the estimate needs to cover a sizing conversation as well as install labor.
No fuel line on-site
Standby generator interest but no gas or propane line near the intended location—this flags the job as needing a scope conversation about line extension or tank placement before quoting.
Tenant inquiry, no authority
Timeline is urgent but the person filling out the intake answers 'No' to being the property owner or authorized decision-maker, signaling the estimate can't be booked until the actual owner is looped in.
Multi-family or commercial property
Property type comes back as multi-family rental or commercial rather than single-family, which changes crew assignment, permitting, and pricing expectations from a standard residential install.
Connect Cliont to your workflow
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
More electrical intake templates
Generator Installation lead-intake FAQs
How does the intake handle homeowners who don't have a gas line yet?
The fuel line availability question captures whether gas or propane is already run to the install location, not available, or unknown, so you know before you drive out whether the job includes line extension or propane tank coordination.
What if the homeowner doesn't know whether they want a standby or portable unit?
The generator type question includes a 'Not sure' option, which still carries meaningful weight in scoring since these homeowners are often ready to buy but need guidance rather than being unqualified.
Can the intake tell me whether the person submitting it actually owns the property?
Yes, the intake asks directly whether the submitter is the property owner or an authorized decision-maker, and a 'No' answer is weighted lower so you can flag it for follow-up with the actual owner before booking an estimate.
Does the intake distinguish residential jobs from commercial or multi-family ones?
The property type question separates single-family homes from multi-family rentals, commercial properties, and other setups, so leads that need different permitting or crew assignment stand out before you schedule.
What happens with leads who say they're just researching?
Those leads still get captured and scored, just lower on the timeline signal than 'as soon as possible' or 'within a month' submissions, so you can prioritize dispatch without losing the lead entirely.
Do you also handle generator repair leads, or only new installs?
This intake is built specifically for new generator installation leads; ongoing repair or maintenance calls run through the separate Generator Repair intake so the questions match the actual job.
Turn generator installation visitors into qualified jobs
Give every generator installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.