Turn patio installation enquiries into estimate-ready leads
Ask about patio size, material preference, and site clearing status upfront, then require yard photos so your team knows exactly what they're walking into before booking an estimate.
Preview your patio installation intake
Explore 7 questions from the Patio Installation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified patio installation lead should tell you
Construction of a new outdoor patio surface—covering material choice (pavers, concrete, natural stone, or decking), sizing, and site preparation—for a residential or commercial property, whether it's a first-time installation or a replacement of an existing patio.
- Material Considering Patio
- How Large Planned Patio
- This New Patio Or
- Own This Property Or
- Would Like Patio Installation
- Site Been Cleared, Or
- Have Design Or Layout
The questions your team needs answered
Every patio installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What material are you considering for the patio? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how large is the planned patio area? | Patio square footage drives material cost and crew time, so larger areas score higher and get prioritized for faster follow-up. |
| Is this a new patio or a replacement of an existing one? | Replacing an existing patio typically involves demolition and disposal that a new installation doesn't, changing the scope of the estimate. |
| Do you own this property or manage it on behalf of the owner? | Whether the respondent owns the property affects who can approve pricing and sign a contract, so non-owner answers score lower and may need a verification step. |
| When would you like the patio installation to begin? | An As soon as possible timeline scores highest, helping your team prioritize which patio requests to call back first. |
| Has the site been cleared, or does it still have grass, structures, or debris? | A site that still needs clearing means added labor and time before construction can start, which your estimator should factor in before quoting. |
| Do you have a design or layout preference already, or need help designing the patio? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores patio installation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under 150 sq ft
- 150-400 sq ft
- Over 400 sq ft
- Not sure
- Own This Property Or: yes
- As soon as possible
Disqualifiers
- Already have a design
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Patio 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 patio installation workflows
| Cliont capability | Patio Installation application |
|---|---|
| Weighted lead scoring | Patio size and start-timeline answers carry the heaviest weights, so a large, As soon as possible request outranks a small, no-set-date inquiry automatically. |
| Owner/manager flagging | The yes/no ownership question is scored separately, letting you spot leads submitted by property managers who may need owner sign-off before a contract is signed. |
| Photo capture before dispatch | Site photos are collected up front so your estimator can gauge site-clearing needs from the office instead of discovering debris or structures on arrival. |
| CRM routing on score threshold | Only leads that clear your scoring threshold—factoring in size, ownership, and timeline—get pushed to your CRM, keeping unqualified inquiries out of your pipeline. |
Example patio installation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Large new-build patio, ready now
Homeowner selects Over 400 sq ft, new installation, and As soon as possible—this combination scores highest and should route straight to the CRM for fast follow-up.
Replacement job needing site clearing
The existing patio is being torn out and the site still has grass or debris, so the intake flags extra prep scope even if the timeline is Planning ahead, no set date.
Property manager submitting on owner's behalf
The respondent answers no to owning the property, which scores lower than an owner-submitted lead and signals your team should confirm decision-making authority before quoting.
Undecided homeowner exploring options
Material and size are both marked Not sure, and the homeowner needs design help—still a valid lead, but one that needs a design conversation before a firm estimate.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
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.
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 landscaping and outdoor living intake templates
Patio Installation lead-intake FAQs
Does the intake ask what material the homeowner wants before we quote?
Yes—material preference (pavers, concrete, natural stone, or wood/composite decking) is captured directly, so your estimator knows the likely cost tier before ever calling the lead.
What happens if the homeowner doesn't know the patio size yet?
The size question includes a Not sure option, so those leads still come through and get scored rather than getting stuck or abandoned mid-form.
Can the intake tell us if this is a replacement instead of a brand-new patio?
Yes, the intake distinguishes new installation from replacing an existing patio, which affects whether demo and disposal need to be scoped into the estimate.
How does the intake handle leads submitted by a property manager instead of the owner?
The ownership question scores manager-submitted leads lower than owner-submitted ones, so you can decide whether to confirm sign-off authority before scheduling.
Does the intake check whether the site is ready for construction?
It asks whether the area is already cleared or still has grass, structures, or debris, so your crew has a realistic sense of prep work before the visit.
Can I require photos before a patio estimate gets booked?
Yes—Cliont can require site photos as part of the intake so your team can review scope before committing to a drive-out.
Turn patio installation visitors into qualified jobs
Give every patio installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.