Know which water filtration leads are worth an estimate
Homeowners tell you whether they're on municipal water or a private well, choose whole-house or point-of-use coverage, and flag issues like hard water or discoloration, plus upload a photo of their current setup, before your team ever calls back.
The exact intake your water filtration leads complete
This is the real 7-question guided intake for Water Filtration — the same flow your customers finish before you ever pick up the phone.
What a qualified water filtration lead should tell you
Installation, replacement, repair, or maintenance of whole-house or point-of-use water filtration systems, qualified by water source, coverage type, and the specific water quality issues the homeowner has noticed.
- Best Describes What
- Filtration Coverage Interested In
- Property Type
- Property Owner Or Authorized
- Know If Property On
- Soon Would Like This
- Water Quality Concerns Have
The questions your team needs answered
Every water filtration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need? | A new installation or system replacement signals a larger job and higher weight than a routine filter change or repair. |
| What type of filtration coverage are you interested in? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the property type? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the property owner or authorized to approve this work? | Confirming the respondent can approve the work upfront avoids scheduling estimates that stall on missing ownership sign-off. |
| Do you know if the property is on municipal water or a private well? | Municipal water versus a private well changes the likely filtration approach and is treated as an urgency-relevant signal. |
| How soon would you like this work completed? | An 'as soon as possible' timeline scores far higher than someone just planning ahead, helping prioritize dispatch order. |
| Which water quality concerns have you noticed, if any? | Hard water or scale buildup is flagged as an urgent quality concern, distinguishing it from a lead with no specific complaints. |
How Cliont scores water filtration leads
Every answer is weighted automatically — no manual review required.
Value signals
- New filtration system installation
- Replace or upgrade existing system
- Repair a malfunctioning system
- Routine maintenance or filter change
- Not sure
- Property Owner Or Authorized: yes
Urgency signals
- Municipal water
- Hard water or scale buildup
See the lead your team receives
Water Filtration 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 water filtration workflows
| Cliont capability | Water Filtration application |
|---|---|
| Weighted answer scoring | New installs and system replacements score higher than routine filter changes, so install-ready leads surface first in your CRM. |
| Conditional branching | Follow-up questions adjust based on whether the homeowner picks whole-house or point-of-use coverage, avoiding irrelevant questions for a single-tap job. |
| Signal-based urgency flags | A municipal-water answer combined with a hard water or scale buildup concern is treated as an urgency signal, distinct from a well-water lead with no specific concerns. |
| Authorization gating | The property owner/authorized-approver question lowers the score of leads submitted by tenants or non-decision-makers before you commit to a site visit. |
Common water filtration lead scenarios
Urgent whole-house install, hard water
Homeowner on municipal water reports scale buildup and wants a new whole-house system as soon as possible — the intake flags both the urgency and the water quality concern together.
Planning-ahead system upgrade
An owner replacing an aging system but with no firm timeline selects 'just planning ahead,' which the intake scores lower on urgency without disqualifying the lead.
Point-of-use repair on well water
A private-well household reports odor and taste issues on a single tap and wants the malfunctioning unit repaired quickly, a different coverage and diagnosis path than a whole-house job.
Tenant without approval authority
Someone filling out the form isn't the property owner and can't authorize the work, which the intake scores lower so a plumber isn't sent out before approval is confirmed.
Routine filter change, no concerns
A homeowner just wants a scheduled filter swap and flags 'no specific concerns,' a lower-value but still legitimate maintenance lead the intake routes without urgency flags.
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
Water Filtration lead-intake FAQs
How does the intake tell a new install apart from a repair?
The first question asks what the homeowner needs — new installation, replacement, repair, or routine maintenance — and each option carries a different weight, so a malfunctioning system doesn't get buried behind a maintenance request.
Why does the form ask about municipal water versus a private well?
Water source affects which filtration approach makes sense and is one of the signals the intake treats as urgency-relevant, so you can see it before deciding how quickly to respond.
What happens if the person submitting the form isn't the property owner?
The authorization question carries its own weight, so a 'no' answer lowers the lead's score and tells you approval isn't confirmed before you schedule an estimate.
Does the intake capture specific water quality problems, or just 'I have an issue'?
Homeowners select from a list — odor, taste, discoloration, hard water or scale buildup, sediment, or no specific concerns — so you get a sense of the underlying problem before you drive out.
How does whole-house versus point-of-use coverage change what I see before the estimate?
The coverage question separates a single-tap request from a full-property system upfront, which typically changes scope, so you know which type of job you're walking into.
Can I route water filtration leads differently from other plumbing services like water heater installation?
Yes — each subservice, including sibling services like Water Heater Installation or Fixture Installation, runs its own intake and scoring logic, and qualified filtration leads land in your CRM separately from other job types.
Turn water filtration visitors into qualified jobs
Give every water filtration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.