Fixture installation intake that asks what your team actually needs to
Homeowners tell you the fixture type, whether they already own it, and how soon they need it installed, plus photos of the install area — so you know what you're walking into before you book an estimate.
The exact intake your fixture installation leads complete
This is the real 7-question guided intake for Fixture Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified fixture installation lead should tell you
Installation or replacement of a plumbing fixture — faucet, toilet, sink, shower or tub fixture, water heater, or other fixture — qualified by whether supply lines are already in place, whether the homeowner owns the fixture, and how many fixtures are part of the project.
- Fixture Installed
- Already Own Fixture That
- This New Installation Or
- Existing Water Supply Lines
- Property Owner Or Authorized
- Soon This Installation Completed
- Many Fixtures Be Installed
The questions your team needs answered
Every fixture installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which type of fixture do you need installed? | Fixture type separates a quick faucet or toilet swap from a water heater install, which needs different scheduling and pricing. |
| Do you already own the fixture that needs to be installed? | Knowing whether the homeowner already owns the fixture tells the estimator if the quote needs to cover sourcing a unit or just labor and hookup. |
| Is this a new installation or a replacement of an existing fixture? | New installations often need extra rough-in work, while straightforward replacements can usually be quoted from photos alone. |
| Are the existing water supply lines and connections already in place? | Supply lines already being in place means the job can likely close in one visit, which is why it's one of the two high-value signals. |
| Are you the property owner or authorized to approve this work? | Confirming the requester owns or is authorized for the property prevents dispatching a crew to a job that gets cancelled at the door. |
| How soon do you need this installation completed? | Timeline answers surface same-day and this-week requests so an urgent job, like a failed water heater, gets called back first. |
| How many fixtures need to be installed in this project? | The fixture count signals whether this is a quick single-item job or a larger multi-fixture project worth more revenue per visit. |
How Cliont scores fixture installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Existing Water Supply Lines: yes
- Property Owner Or Authorized: yes
Urgency signals
- Water heater
- Existing Water Supply Lines
See the lead your team receives
Water Heater 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 fixture installation workflows
| Cliont capability | Fixture Installation application |
|---|---|
| Automatic lead scoring | Combines the water heater fixture type with an 'existing supply lines in place' answer to push urgent, single-visit jobs to the top of your queue. |
| Required photo capture | Collects photos of the fixture area and connections before the lead reaches your CRM, so your team can pre-assess whether a job is a quick swap or needs rough-in work. |
| Authorization flagging | Surfaces a 'no' answer to the property owner/authorization question so a tenant request doesn't get scheduled without landlord sign-off. |
| CRM routing | Sends fixture count and replacement-vs-new answers into the CRM record so your quoting team can spot multi-fixture bathroom or kitchen projects worth prioritizing. |
Common fixture installation lead scenarios
Urgent water heater swap
Homeowner picks water heater, confirms supply lines are already in place, and needs it done as soon as possible — the intake flags this as a high-value, urgent job for immediate callback.
Tenant without authorization
Someone requests fixture installation but answers no to being the owner or authorized to approve work, so the lead is flagged for landlord sign-off before anyone schedules a visit.
New build with no supply lines
A new installation where supply lines aren't in place yet and the fixture hasn't been purchased signals extra rough-in work and a longer, flexible timeline — not a same-day estimate.
Multi-fixture bathroom remodel
Four or more fixtures being replaced in one project signals a larger job worth prioritizing for quoting, even if the homeowner marks the timeline as this month rather than urgent.
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 plumbing intake templates
Fixture Installation lead-intake FAQs
Can the intake tell us if a job needs new supply lines instead of a quick fixture swap?
Yes — the question about whether existing water supply lines and connections are already in place is one of the two high-value signals, so a 'no' answer flags a job that likely needs more than a simple install.
Does the form show whether the homeowner already bought the fixture?
Yes, homeowners answer whether they already own the fixture that needs installing, which tells your estimator whether the quote needs to cover sourcing a unit or just labor and hookup.
How does the intake separate a single-faucet job from a bigger project?
Homeowners select how many fixtures need installation — one, two to three, or four or more — so multi-fixture projects can be routed differently from a quick single-item swap.
What happens if someone who doesn't own the property submits a request?
The ownership and authorization question is one of the two highest-weighted fields, so a 'no' answer scores the lead lower and signals your team to confirm landlord approval before dispatching anyone.
How do urgent water heater requests get prioritized over routine faucet jobs?
Water heater as the fixture type and existing supply lines being in place are both flagged as urgency signals, so those requests surface above lower-urgency, flexible-timeline enquiries in your CRM.
What photos does the intake ask homeowners to upload for a fixture job?
Homeowners are prompted for photos of the fixture area and existing connections so your team can gauge access and hookup complexity before quoting an estimate.
Turn fixture installation visitors into qualified jobs
Give every fixture installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.