Thermostat intake that captures HVAC system type and wiring up front
Homeowners tell you the thermostat type, the HVAC system it controls, and whether wiring already exists at the install location, plus upload photos of the current setup — so you know the scope before you dispatch a technician.
The exact intake your thermostat installation leads complete
This is the real 7-question guided intake for Thermostat Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified thermostat installation lead should tell you
Installation or replacement of a home thermostat, including confirming the HVAC system it will control, whether wiring is already run to the install location, and whether the homeowner has already selected a unit.
- Thermostat Installed
- This Replacement Existing Thermostat
- Know What Type Hvac
- There Existing Thermostat Wiring
- Own This Property Or
- Soon Would Like Thermostat
- Already Have Thermostat Unit,
The questions your team needs answered
Every thermostat installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of thermostat do you need installed? | Knowing whether it's a smart, programmable, or basic thermostat lets you scope parts and pricing before you dispatch anyone. |
| Is this a replacement of an existing thermostat or a new installation? | A new-location install usually needs a wiring run or wall work that a straight replacement doesn't, so this separates quick swaps from bigger jobs. |
| Do you know what type of HVAC system your thermostat will control? | The system the thermostat controls determines compatibility and install complexity, which is why each option carries its own weight. |
| Is there existing thermostat wiring already in place at the installation location? | Existing wiring is one of the biggest predictors of how long and costly the visit will be, so a yes answer is weighted well above a no. |
| Do you own this property or manage it on behalf of the owner? | Ownership status flags whether you can proceed straight to scheduling or need owner authorization first, which is why a no answer carries a lower weight. |
| How soon would you like the thermostat installed? | Timeline separates homeowners who need dispatch this week from those still planning, which affects how fast the lead should be followed up. |
| Do you already have the thermostat unit, or do you need help selecting one? | Whether the homeowner already has the unit or needs help choosing one tells you if the call needs to include a product recommendation. |
How Cliont scores thermostat installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Central heating and cooling
- Heat pump system
- Boiler or radiator system
- Ductless mini-split
- Not sure
- There Existing Thermostat Wiring: yes
Disqualifiers
- Already have the unit
See the lead your team receives
Thermostat 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 thermostat installation workflows
| Cliont capability | Thermostat Installation application |
|---|---|
| Conditional question branching | The intake can route homeowners past unnecessary detail when they've already selected a unit, while surfacing the 'need help selecting one' answer for jobs that require a product conversation. |
| Photo and video upload widget | Homeowners can upload photos of the current thermostat and wall wiring, letting you assess whether a quick swap or a new wiring run is needed before you commit a technician to the job. |
| Weighted lead scoring | System-type answers like central heating and cooling or heat pump carry higher weights than 'not sure,' and wiring-present answers are weighted above no-wiring, so quick, well-defined jobs rise to the top. |
| CRM lead routing | Every submitted field — system type, wiring status, ownership, and timeline — is pushed into your CRM as structured data so your team isn't re-asking basic scoping questions on the callback. |
Common thermostat installation lead scenarios
Quick swap, wiring already there
Homeowner is replacing a basic manual thermostat with a smart WiFi unit on a central heating and cooling system, wiring already in place, wants it done as soon as possible — this is the fastest, most straightforward job type.
New location, no wiring run
Homeowner wants a thermostat installed in a new spot with no existing wiring and needs help selecting the right unit — the intake flags this as a longer job requiring a wiring run before the visit is scheduled.
Property manager, system unclear
Someone filling out the form on behalf of an owner isn't sure what HVAC system the thermostat controls — ownership and system-type answers surface this as a lead needing clarification before quoting.
Ductless mini-split, just researching
Homeowner with a ductless mini-split system is exploring a programmable thermostat with a flexible, just-planning timeline — the intake captures the system type without treating it as an urgent dispatch.
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
Thermostat Installation lead-intake FAQs
How does the intake handle homeowners who don't know their HVAC system type?
The system-type question includes a 'Not sure' option that still carries a weight, so the lead still gets scored and routed rather than being dropped — you just know to confirm the system on the call or at the visit.
Does the form check for existing thermostat wiring before we quote?
Yes, the intake asks directly whether wiring is already run to the install location, and answers of yes carry a higher weight since those jobs are typically faster and cheaper to complete than a new wire run.
What if the person submitting the form doesn't own the property?
The ownership question is answered as part of every submission, and a 'no' answer carries a lower weight so those leads surface as needing owner authorization before you schedule a visit.
Can the intake tell us if the homeowner already has a thermostat unit or needs one selected?
Yes, the catalog includes a question on whether they already have the unit or need help choosing one, which helps you prepare inventory or a spec conversation ahead of the visit.
Will the intake distinguish a replacement job from a new install in a different location?
Yes, it asks directly whether this is a replacement of an existing thermostat or a new installation in a new location, since new-location installs often carry extra wiring or wall work that a straight swap doesn't.
Turn thermostat installation visitors into qualified jobs
Give every thermostat installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.