Boiler installation intake that captures fuel source and ownership up
Homeowners tell you upfront whether they're replacing an existing boiler or starting new construction, name their fuel source preference, and confirm they're authorized to approve the work before you commit a truck roll.
The exact intake your boiler installation leads complete
This is the real 6-question guided intake for Boiler Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified boiler installation lead should tell you
Installation of a new residential or commercial boiler, whether replacing a failing unit or fitting fresh heating and hot water infrastructure into new construction.
- Current Status Boiler Project
- Property This Installation
- Already Know What Type
- Property Owner Or Authorized
- Property Have Any Boiler
- Fuel Source Want New
The questions your team needs answered
Every boiler installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your boiler project? | Separates straightforward replacements and new-construction installs from homeowners who are still deciding, so you can prioritize decision-ready jobs. |
| What type of property is this installation for? | Property type determines whether the job follows residential code and scope or requires commercial or multi-family handling. |
| Do you already know what type of boiler system you want installed? | Knowing whether the homeowner has already picked a system tells you if the estimate visit is a quote or a consultative sale. |
| Are you the property owner or authorized to approve this installation? | A 'no' here lowers the score and warns you the person filling out the intake may not be able to approve the work, avoiding a wasted trip. |
| Does the property currently have any boiler or heating system connections in place? | Whether heating connections already exist tells you if this is a direct swap or a job needing new venting, gas, or electrical infrastructure. |
| What fuel source do you want the new boiler to use? | Fuel source preference determines which equipment options and permits you need to prepare before the estimate appointment. |
How Cliont scores boiler installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Replacing an existing boiler
- New construction, no boiler yet
- Still considering options
- Not sure
- Property Owner Or Authorized: yes
See the lead your team receives
Boiler 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 boiler installation workflows
| Cliont capability | Boiler Installation application |
|---|---|
| Lead scoring | Weighs project status (replacement, new construction, or still considering) alongside ownership authorization so replacement and new-build leads with a confirmed decision-maker rise to the top of your queue. |
| Conditional routing | Flags leads who answer 'no' to being the property owner or authorized approver so you can confirm decision-making authority before booking an estimate. |
| Guided video widget | Lets homeowners show the existing boiler, mechanical room, or install location, giving you visibility into existing connections before you decide whether it's a swap or a full new install. |
| CRM delivery | Qualified installs land in your CRM tagged with property type and fuel source so replacement jobs, new construction, and commercial inquiries are easy to sort at a glance. |
Common boiler installation lead scenarios
Straight boiler swap
Homeowner is replacing an existing boiler, already has heating connections in place, and confirms they own the property — the intake scores this as a fast, high-value estimate.
New construction, no hookups
No boiler currently installed and no existing connections, so the intake flags this as a bigger scope job needing venting, gas line, or electrical work discussed before the visit.
Still comparing boiler types
Lead hasn't decided on a system yet and isn't sure about fuel source — still routed to your CRM, but tagged as needing an educational conversation rather than a quote-ready estimate.
Renter or non-owner inquiry
Person filling out the intake isn't the property owner or authorized to approve installation, which lowers the weight and should trigger an ownership check before scheduling.
Multi-family or commercial property
Property type comes back as multi-family or commercial rather than single-family, signaling a different scope, code requirements, and likely a site visit before pricing.
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
Boiler Installation lead-intake FAQs
What happens if a homeowner doesn't know what boiler type they want yet?
The intake captures that directly — a 'no' on knowing the desired system still routes the lead to your CRM, just flagged as needing a consultative conversation before you quote a specific unit.
Can the intake tell me if the person filling it out isn't actually authorized to approve the job?
Yes. Ownership/authorization is a weighted question in the catalog, so a 'no' answer scores lower and helps you avoid driving out to a job the resident can't sign off on.
How does the intake separate a straight replacement from a new construction install?
Project status is asked directly, distinguishing 'replacing an existing boiler' from 'new construction, no boiler yet' — both score as high-value, but they imply very different scopes of work.
Does the intake capture whether the property already has heating connections?
Yes, homeowners are asked whether existing boiler or heating connections are in place, which tells you upfront whether this is a swap or a full install with new venting and gas or electrical work.
Will I know what fuel source the homeowner wants before the estimate?
Fuel source (natural gas, electric, oil, propane, or not sure) is captured in the intake so you can prepare the right equipment options and permit requirements ahead of the visit.
Does this intake work for commercial or multi-family boiler jobs, or just single-family homes?
The property type question covers single-family, multi-family, commercial, and other property types, so commercial boiler leads land in a distinct field rather than getting mixed in with residential jobs.
Turn boiler installation visitors into qualified jobs
Give every boiler installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.