Know which air conditioner installation leads deserve an estimate
Homeowners tell you the system type, whether ductwork or electrical is already in place, and how soon they want the install scheduled — plus upload photos of the condenser space — before your team ever drives out.
The exact intake your air conditioner installation leads complete
This is the real 7-question guided intake for Air Conditioner Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified air conditioner installation lead should tell you
Installation of a new residential air conditioning system, covering system type, whether it's a new install or replacement, and whether existing ductwork or electrical can support the equipment.
- Air Conditioning System Want
- This New Installation Or
- Property Already Have Ductwork
- Many Rooms Or Zones
- Property Owner Or Authorized
- Would Like Installation Happen
- There Clear Access Installation
The questions your team needs answered
Every air conditioner installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of air conditioning system do you want installed? | System type determines equipment cost and crew requirements, so ducted, ductless, window, and portable requests can be routed differently. |
| Is this a new installation or a replacement of an existing system? | Knowing whether it's a new install or replacement signals whether existing infrastructure can likely support the new system. |
| Does the property already have ductwork or electrical wiring suitable for this system? | The weight gap between 'ready to go' and 'nothing in place' reflects how much extra electrical or duct work the crew must scope before quoting. |
| How many rooms or zones need cooling? | The number of zones needed distinguishes a single-room job from a whole-home system, affecting crew size and estimate length. |
| Are you the property owner or authorized to approve this installation? | The weight difference between a confirmed owner and an unconfirmed requester protects against wasted estimate visits for renters or unauthorized inquiries. |
| When would you like the installation to happen? | The timeline weighting prioritizes dispatch order, surfacing 'as soon as possible' requests ahead of leads planning far in advance. |
| Is there clear access to the installation area, such as outdoor space for a condenser unit? | Confirming clear access to the installation area, like outdoor space for a condenser, flags whether a site visit can proceed without extra scheduling. |
How Cliont scores air conditioner installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, ready to go
- Partially, some work needed
- No, nothing in place
- Not sure
- Property Owner Or Authorized: yes
- As soon as possible
See the lead your team receives
Air Conditioner 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 air conditioner installation workflows
| Cliont capability | Air Conditioner Installation application |
|---|---|
| Weighted lead scoring | Automatically ranks leads with ready ductwork, confirmed ownership, and urgent timelines above unclear or unauthorized requests. |
| Video intake widget | Lets homeowners show the outdoor condenser location and indoor space before you commit to a site visit. |
| Branching logic | Routes 'not sure' answers on system type or ductwork readiness into a consult-first path instead of dropping the inquiry. |
| CRM routing | Sends leads with confirmed ownership, clear access, and ready electrical straight into your CRM as estimate-ready. |
Common air conditioner installation lead scenarios
New system, no ductwork yet
Homeowner wants a central ducted system for the whole property but has no existing ductwork or electrical in place, signaling a bigger scoping job before you can quote accurately.
Ready-to-go urgent replacement
Existing wiring is already suitable, the homeowner confirms ownership, and they want the install as soon as possible — this combination should surface at the top of the queue.
Authorization unclear
The person requesting the estimate isn't confirmed as the property owner, so the intake flags the lead for a quick verification call before a crew visit gets scheduled.
Single-room ductless request
A homeowner wants a mini-split for one room only, a smaller-scope job than a whole-property install, and can be routed differently for estimate prep.
Undecided on nearly everything
System type, ductwork readiness, and timeline all come back 'not sure,' pointing to a lead who needs a consult conversation rather than a straight-to-estimate booking.
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 hvac intake templates
Air Conditioner Installation lead-intake FAQs
What happens if a homeowner doesn't know what type of AC system they want?
The intake includes a 'Not sure' option for system type, so the lead still gets captured and flagged for a consult call instead of being dropped from the form.
Can the intake tell if a property already has the ductwork or wiring needed?
Yes — the intake asks directly, and answers like 'Yes, ready to go' versus 'No, nothing in place' carry different weights so you can see scoping complexity before you drive out.
Does the form check whether the person requesting the estimate actually owns the property?
It asks directly whether the requester is the owner or authorized to approve the installation, weighting a confirmed 'yes' well above an unconfirmed answer.
What if someone wants a window or portable unit instead of a full system install?
The system type question includes window and portable unit options, so those requests still come through the same intake but are clearly distinguished from central or ductless installs.
How does the intake prioritize urgent installation requests?
The timeline question weights 'As soon as possible' higher than 'planning ahead, no fixed date,' so time-sensitive leads can be surfaced for faster follow-up.
What do homeowners need to submit before an estimate visit?
Beyond confirming access to the installation area, homeowners can upload photos of the outdoor condenser space and any existing wiring or ductwork so your team arrives prepared.
Turn air conditioner installation visitors into qualified jobs
Give every air conditioner installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.