Know which mini-split leads are worth your estimate time
Ask how many zones a homeowner needs, whether there's outdoor access for electrical and refrigerant lines, and confirm they're authorized to approve the work before you schedule a site visit. Homeowners upload photos of the space so your team shows up prepared.
Preview your ductless mini-split installation intake
Explore 6 questions from the Ductless Mini-Split Installation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified ductless mini-split installation lead should tell you
Installation of a ductless mini-split heating and cooling system, sized by the number of indoor zones and dependent on outdoor space for the condenser and line set.
- Many Indoor Units (Zones)
- Space This Installation
- There Already Outdoor Location
- Have Any Ductwork Or
- Property Owner Or Authorized
- Would Like Installation Happen
The questions your team needs answered
Every ductless mini-split installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many indoor units (zones) do you want installed? | More zones means a larger, higher-revenue job, and the weighting rewards multi-zone requests over single-zone ones. |
| What type of space is this installation for? | Space type shows whether the homeowner has full decision authority over the property, which affects how straightforward approval will be. |
| Is there already an outdoor location with access to run electrical and refrigerant lines? | Confirmed outdoor access for electrical and refrigerant lines is one of the highest-weighted answers because it directly affects install feasibility and cost. |
| Do you currently have any ductwork or existing HVAC system in this space? | Knowing whether there's an old ducted system, an existing mini-split to replace, or nothing at all tells your team the real scope of removal work before the visit. |
| Are you the property owner or authorized to approve this installation? | Confirming the person is the property owner or authorized to approve the job is one of the most heavily weighted answers, since unauthorized leads waste a site visit. |
| When would you like the installation to happen? | Timeline helps your team sequence estimates without penalizing homeowners who are still planning ahead. |
How Cliont scores ductless mini-split installation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1 zone
- 2-3 zones
- 4 or more zones
- Not sure
- There Already Outdoor Location: yes
- Property Owner Or Authorized: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Ductless Mini-Split 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 ductless mini-split installation workflows
| Cliont capability | Ductless Mini-Split Installation application |
|---|---|
| Weighted lead scoring | Zone count and outdoor access answers carry different weights, so a 4-zone job with confirmed outdoor access scores well above a single-zone, unclear-access lead. |
| Authorization gating | The property owner/authorization question surfaces renters and non-decision-makers before they're routed to your CRM as ready leads. |
| Structured photo capture | Homeowners upload photos of the proposed indoor unit locations and outdoor condenser area so your team can scope the job before the estimate visit. |
| CRM routing with context | Answers about existing ductwork or a prior mini-split to replace travel with the lead into your CRM, so your estimator knows the scope before calling back. |
Example ductless mini-split installation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Whole-home multi-zone upgrade
A single-family homeowner wants 4 or more zones with no existing ductwork and confirms outdoor access is available — the highest-weighted combination on this intake.
Renter without approval authority
Someone in an apartment or rental property fills out the form but isn't the property owner, which the intake flags before your team commits to a site visit.
Garage or workspace add-on
A single-zone request for a garage, addition, or workspace where the homeowner marks outdoor access as unclear, prompting a follow-up before scheduling.
Swapping an aging mini-split
The property already has a mini-split to replace rather than no system at all, and the homeowner is planning ahead with no fixed date — different scope than a first-time install.
Connect Cliont to your workflow
Connect your CRM
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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.
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- 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
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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
Ductless Mini-Split Installation lead-intake FAQs
How does the intake treat single-zone vs. multi-zone requests?
Zone count is a weighted answer on the intake, so a request for 4 or more zones scores higher than a single-zone job, helping you prioritize larger installs in your CRM.
What happens if a renter submits the form instead of the owner?
The intake directly asks whether the person submitting is the property owner or authorized to approve the installation, so leads without approval authority are visible before you drive out.
Does the intake check for outdoor space before I quote the job?
Yes — homeowners confirm whether there's already an outdoor location with access to run electrical and refrigerant lines, which is a weighted field that affects lead scoring.
Can the intake tell a new install apart from a mini-split replacement?
Yes, the existing ductwork question distinguishes between no existing system, an old ducted system, or an existing mini-split to replace, so you know the scope before the estimate.
What if the homeowner isn't sure how many zones they need?
"Not sure" is a valid answer on the zone-count question, and it's scored so those leads still route to your CRM for a follow-up conversation rather than getting dropped.
Is this intake different from the one for Air Conditioner Installation?
Yes — this intake asks mini-split-specific questions like zone count and outdoor line-set access, which don't apply to a ducted air conditioner install.
Turn ductless mini-split installation visitors into qualified jobs
Give every ductless mini-split installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.