Know which indoor air quality leads are worth estimate time
Homeowners describe their air quality concern, confirm whether a central HVAC system is already in place, and share photos of mold or moisture damage before your team schedules an estimate.
The exact intake your indoor air quality leads complete
This is the real 6-question guided intake for Indoor Air Quality — the same flow your customers finish before you ever pick up the phone.
What a qualified indoor air quality lead should tell you
Assessment of a home's air quality concerns—such as allergens, odors, mold, humidity, or poor circulation—to match the homeowner with filtration, ventilation, purification, or humidity-control solutions.
- Main Concern With Indoor
- Property This
- Property Have Central Hvac
- Property Owner Or Authorized
- Soon Would Like This
- Solutions Interested In Exploring
The questions your team needs answered
Every indoor air quality intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main concern with your indoor air quality? | Mold or excess moisture is weighted highest of all concerns, so it pushes a lead's score well above general dust, odor, or humidity complaints. |
| What type of property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the property currently have a central HVAC system? | Knowing whether central HVAC exists tells you if duct-based filtration and duct cleaning are even viable, or if standalone purification is the fit. |
| Are you the property owner or authorized to approve this work? | This confirms the person filling out the intake can actually approve the work, catching tenant inquiries before you schedule an estimate with the wrong decision-maker. |
| How soon would you like this addressed? | An 'Immediately' answer is the sole urgency trigger in this catalog, distinguishing time-sensitive requests from ones you can nurture. |
| Which solutions are you interested in exploring? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores indoor air quality leads
Every answer is weighted automatically — no manual review required.
Value signals
- Allergens or dust
- Odors
- Mold or excess moisture
- Humidity too high or too low
- Poor air circulation or stuffiness
- Not sure
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Indoor Air Quality 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 indoor air quality workflows
| Cliont capability | Indoor Air Quality application |
|---|---|
| Conditional branching | Whether a central HVAC system exists changes which air quality solutions are relevant to surface, keeping duct-based options out of homes without ductwork. |
| Lead scoring | Mold or excess moisture concerns carry the highest weight in the catalog, so leads reporting them automatically score above odor or general dust concerns. |
| Authorization flag | The owner/authorized-to-approve question separates leads ready to book an estimate from tenants who first need owner sign-off. |
| Photo capture | Homeowners can attach photos of visible mold or moisture damage during intake so your team can gauge severity before driving out. |
Common indoor air quality lead scenarios
Mold concern, wants it fixed now
Homeowner selects mold or excess moisture as the main concern and flags it as immediate, producing the highest-weighted combination in the catalog for fast follow-up.
Curious but not urgent
Homeowner picks 'Not sure' for their concern and 'Planning ahead, no set date' for timeline, signaling a lead worth nurturing rather than dispatching same-day.
Tenant without approval authority
Someone answers no to being the property owner or authorized to approve work, which should route the lead for owner confirmation before an estimate is scheduled.
No ductwork on site
Homeowner reports no central HVAC system, which changes which solutions are viable—air purifiers and standalone units rather than duct-based filtration or duct cleaning.
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
Indoor Air Quality lead-intake FAQs
How does the intake treat mold or moisture concerns differently from odors or dust?
Mold or excess moisture carries the highest weight in the concern question, so leads reporting it score higher and stand out from lower-weighted concerns like odors or general dust.
What happens if the home doesn't have central HVAC?
The intake asks directly whether a central system is present, which affects which solutions make sense—ductless air purifiers instead of duct-based filtration upgrades or duct cleaning.
Can the intake tell me if the person asking is actually authorized to approve the work?
Yes, homeowners are asked whether they're the property owner or authorized to approve the job, so you can flag renter or tenant inquiries that need owner sign-off before quoting.
Will I know which solutions the homeowner is already interested in before I call?
The intake lets homeowners select from filtration, ventilation, humidity control, duct cleaning, air purifiers, or 'not sure yet,' so your team can prep the right pitch before reaching out.
Does the intake distinguish a single-family home from a rental property?
Property type is captured directly, covering single-family homes, apartments or condos, rental properties with multiple units, and small commercial spaces, so scope expectations are set upfront.
How is urgency determined for indoor air quality leads?
Homeowners select a timeline of immediately, within a month, or planning ahead with no set date, and leads marked immediate are treated as the urgent segment.
Turn indoor air quality visitors into qualified jobs
Give every indoor air quality visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.