Qualify more hvac leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.
A custom intake for every hvac job
Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.
Commercial HVAC
Installation, repair, or maintenance service for heating and cooling systems in commercial or multi-unit properties rather than single homes.
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Indoor Air Quality
Evaluation and improvement of indoor air through filtration, ventilation, purification, or humidity control for homes or managed properties.
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Air Duct Cleaning
Professional cleaning of home or building air duct systems to remove dust, debris, and buildup from HVAC ductwork.
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Furnace Installation
Installation of a new furnace unit to provide heating for a home or property, including replacement of an existing system.
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Air Conditioner Replacement
Replacing an existing central or ductless air conditioning unit with a new system in a home or rental property.
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HVAC Maintenance
Routine inspection, cleaning, and tune-up service for heating and cooling systems to support reliable performance and efficiency.
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Boiler Installation
Professional installation of a new residential or commercial boiler system for heating or hot water needs.
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Heat Pump Repair
Diagnostic and repair service for malfunctioning residential or commercial heat pump systems affecting heating or cooling performance.
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Thermostat Installation
Professional installation or replacement of a home thermostat, including wiring connections and setup with an existing heating and cooling system.
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Ductless Mini-Split Installation
Professional installation of a ductless mini-split heating and cooling system in a home or rental property.
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Furnace Repair
Diagnostic and repair service for malfunctioning residential or rental furnaces, addressing heating failures, unusual noises, or inconsistent performance.
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Boiler Repair
Diagnostic and repair service for malfunctioning residential or commercial boilers, addressing issues like leaks, no heat, or unusual noises.
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Heat Pump Installation
Professional installation of a new heat pump system for heating and cooling a residential or commercial property.
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Air Conditioner Installation
Installation of a new air conditioning system in a residential or rental property, including units, ductwork connections, and setup.
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Air Conditioner Repair
Diagnostic and repair service for malfunctioning residential or rental air conditioning systems, including cooling, airflow, and mechanical issues.
Preview intake →Information you need before every hvac job
- 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 hvac lead scoring works
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
Your visitor has a real job. A contact form can’t hear it.
Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No job details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full job scope in their own words
- Damage photos attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and job template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
HVAC lead-intake FAQs
What does a hvac intake collect?
Each hvac template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are hvac leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger hvac opportunities without manually reviewing every raw submission first.
Can visitors try a hvac intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified hvac leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every home improvement intake template
While they’re still using contact forms, you’re booking jobs
Give every website visitor a guided, bilingual, qualifying intake — and turn your hvac traffic into signed work.