Furnace intake that captures ductwork and fuel type up front
Homeowners tell you whether it's a new install or replacement, what fuel type they want, and whether ductwork already exists, plus upload photos of the furnace area so you can scope the job before you drive out.
The exact intake your furnace installation leads complete
This is the real 6-question guided intake for Furnace Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified furnace installation lead should tell you
Installation of a new furnace or replacement of an existing unit to provide heating for a home, including cases where ductwork must be added or fuel type changed.
- This New Furnace Installation
- Fuel Or Power Source
- Own This Property Or
- Home Have Ductwork Installed
- Soon Have Furnace Installed
- Approximate Size Or Number
The questions your team needs answered
Every furnace installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this a new furnace installation or a replacement of an existing unit? | New installations without an existing unit often mean a larger scope of work than a straight replacement, so this answer sets expectations for the estimate. |
| What fuel or power source do you want the new furnace to use? | Fuel type determines whether the job requires a gas line, electrical service upgrade, or propane tank access, which affects feasibility and cost before you ever visit. |
| Do you own this property or manage it on behalf of the owner? | Owners score higher than managing agents, flagging leads where you may need separate sign-off from the property owner before work can be authorized. |
| Does your home currently have ductwork installed for a furnace system? | Missing ductwork turns a routine furnace swap into a much larger install, so this answer is one of the biggest scope and price drivers in the catalog. |
| How soon are you looking to have the furnace installed? | Immediate and within-a-month timelines carry the highest weights, letting you prioritize homeowners without heat over those still researching. |
| What is the approximate size or number of stories of the property to be heated? | Property size and story count help you estimate the furnace tonnage and ductwork run needed before quoting a number. |
How Cliont scores furnace installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own This Property Or: yes
- Yes, ductwork exists
- No ductwork exists
- Not sure
- Within a month
- In the next few months
Urgency signals
- Immediately
See the lead your team receives
Furnace 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 furnace installation workflows
| Cliont capability | Furnace Installation application |
|---|---|
| Weighted lead scoring | Ductwork status and installation timing carry the heaviest weights in this catalog, so a homeowner needing an immediate replacement with existing ductwork scores well above someone just exploring options with no ductwork in place. |
| Ownership verification prompt | Because property owners score higher than managing agents, Cliont flags manager-submitted furnace requests so you can confirm authorization before scheduling a crew. |
| Photo upload widget | Collects images of the existing furnace, nameplate, and mechanical space so you can pre-assess fuel connections and clearance before quoting a new-versus-replacement job. |
| CRM routing | Qualified furnace leads — scored on ductwork, fuel type, and timeline — are sent straight to your CRM with those answers attached, so your team can quote without a callback just to gather basics. |
Common furnace installation lead scenarios
Dead furnace, existing ductwork
Homeowner selects replacement of an existing unit, confirms ductwork is already in place, and needs installation immediately — a fast-track, high-value lead worth same-week scheduling.
New build with no ductwork
A new installation where no ductwork exists yet turns into a larger scope job; the intake flags this combination so you can quote duct work alongside the furnace instead of assuming a simple swap.
Property manager requesting on behalf of owner
When the person filling out the form manages the property rather than owns it, the intake scores it lower than an owner-submitted lead, signaling you may need owner sign-off before scheduling.
Multi-story home just exploring options
A larger, multi-story property paired with 'just exploring options' timing indicates a bigger potential job but lower near-term urgency, so it can be nurtured rather than dispatched immediately.
Uncertain on fuel type and ductwork
Some homeowners answer 'not sure' on both fuel source and ductwork status; the intake still moves the lead forward so you can use the estimate visit to assess the mechanical space firsthand.
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
Furnace Installation lead-intake FAQs
How does the intake tell me if a lead needs new ductwork installed?
The intake directly asks whether the home currently has ductwork for a furnace system, with options for yes, no, or not sure, so you can see before you call whether you're quoting a straightforward swap or a job that also requires duct installation.
Does the intake ask about fuel type before I show up to quote?
Yes — homeowners select natural gas, electric, propane, oil, or not sure for the new furnace, which lets you confirm gas line or electrical service requirements before the estimate visit instead of discovering it on site.
What if the person filling out the form is a property manager, not the homeowner?
The intake asks whether the person owns the property or manages it on behalf of the owner, and weights owner-submitted leads higher, so you know upfront whether you may need separate authorization from the owner before scheduling work.
Can I tell how urgent a furnace request is before calling back?
The intake captures installation timing — immediate, within a month, next few months, or just exploring — so you can prioritize callbacks for homeowners who need heat installed right away over those still comparing options.
How is this different from the Furnace Repair intake?
Furnace Installation qualifies new-versus-replacement scope, fuel type, and ductwork status because these determine the size and price of the job, while Furnace Repair focuses on diagnosing an existing unit's problem rather than sizing a new install.
What photos should homeowners upload for a furnace installation lead?
Homeowners can upload photos of the existing furnace and its nameplate, the mechanical or utility space, and any visible ductwork, giving you a preliminary look at the install conditions before your estimate visit.
Turn furnace installation visitors into qualified jobs
Give every furnace installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.