Turn water heater enquiries into estimate-ready leads
Cliont's intake captures the water heater type, whether it's a replacement or new install, and whether the site already has gas, water, and electrical connections in place, along with photos of the space, before your team ever schedules an estimate.
The exact intake your water heater installation leads complete
This is the real 7-question guided intake for Water Heater Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified water heater installation lead should tell you
Installation of a new residential water heater, whether it's a straight swap for a failed unit or a first-time setup in a home that never had one, distinguished from repair work by the scope of plumbing, gas, or electrical connections involved.
- Water Heater Installed
- This Replacing Existing Water
- Water Heater Located Or
- Already Own Water Heater
- Property Owner Or Authorized
- Soon This Installation Completed
- Installation Site Have Existing
The questions your team needs answered
Every water heater installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of water heater do you need installed? | The unit type (tank gas, tank electric, or tankless) determines venting, gas line, and electrical requirements, which changes both the estimate complexity and who on your team should follow up. |
| Is this replacing an existing water heater or a new installation? | New installations often require additional plumbing, gas, or electrical work beyond a straight swap, so this answer helps your team scope the job before scheduling. |
| Where is the water heater located or planned to be located? | Location affects access and venting needs, particularly for attic or outdoor installs, which can change the equipment and time a technician needs to bring. |
| Do you already own the water heater unit, or do you need it supplied? | If the customer needs the unit supplied, the estimate has to account for equipment cost and lead time rather than just labor. |
| Are you the property owner or authorized to approve this installation? | This is one of the two most heavily weighted answers because a lead who isn't authorized to approve the installation can't move forward, regardless of urgency or scope. |
| How soon do you need this installation completed? | 'Emergency - no hot water' is treated as an urgency signal so those leads reach your CRM ahead of homeowners who are still just planning ahead. |
| Does the installation site have existing gas, water, and electrical connections nearby? | Existing gas, water, and electrical connections nearby is weighted as both a value and urgency signal since it usually means a faster, more predictable job than one requiring new utility work. |
How Cliont scores water heater installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Owner Or Authorized: yes
- Installation Site Have Existing: yes
Urgency signals
- Emergency - no hot water
- Installation Site Have Existing
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 water heater installation workflows
| Cliont capability | Water Heater Installation application |
|---|---|
| Weighted lead scoring | Property owner authorization and existing utility connections are the two most heavily weighted answers, so verified, ready-to-go installs surface above leads still needing site prep or ownership confirmation. |
| Urgency flagging | Selecting 'Emergency - no hot water' on the timeline question triggers an urgent tag so those leads route ahead of 'just planning ahead' submissions. |
| Video/photo intake widget | Homeowners can submit a photo of the planned installation location so your team can assess access, clearance, and existing connections before the estimate visit. |
| CRM routing | Once a lead answers the type, replacement/new-install, location, and utility-connection questions, it's delivered to your CRM with enough detail to prep the estimate without a callback. |
Common water heater installation lead scenarios
No hot water emergency
A homeowner selects 'Emergency - no hot water' on timeline, which the intake flags as urgent so it reaches your CRM for same-day scheduling instead of sitting in a queue.
Replacement with existing hookups
Existing gas, water, and electrical connections are already in place and the homeowner confirms they own or approve the property, producing a high-value lead your team can quote quickly without a scoping visit.
New install, no utilities on site
A homeowner planning a first-time installation without existing connections nearby signals a larger-scope job that needs a fuller conversation before an estimate is booked.
Tenant requesting the work
When the person filling out the form isn't the property owner or authorized to approve the installation, the intake surfaces this so your team confirms authorization before dispatching anyone.
Planning ahead, no urgency
A homeowner researching a tankless upgrade selects 'Just planning ahead,' letting your team route the lead to a lower-priority follow-up queue instead of treating it like a same-week job.
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 Heater Installation lead-intake FAQs
How does the intake separate a no-hot-water emergency from someone just planning ahead?
The timeline question captures whether the homeowner has no hot water right now, needs it within a week or month, or is just planning ahead, and 'Emergency - no hot water' is treated as an urgent signal so those leads surface first.
Does the intake check if the site already has gas, water, and electrical connections?
Yes. That question is weighted as both a value and urgency signal because a site with existing hookups nearby is typically a faster, more predictable job than one requiring new utility runs.
What if the homeowner hasn't purchased a water heater yet?
The intake asks whether the customer already owns the unit or needs one supplied, so your team knows upfront whether the estimate needs to include equipment sourcing and lead time.
How do you confirm the person submitting the form can actually approve the work?
A dedicated property owner or authorization question is one of the most heavily weighted fields in this intake, since a technician driving out to a job the requester can't authorize wastes a truck roll.
Can the intake tell my team whether it's a tank or tankless job before we call back?
Yes, the water heater type question captures gas tank, electric tank, tankless, or 'not sure,' so your team can gauge scope and staffing before returning the call.
Does the intake ask where the water heater is or will be located?
It does, covering garage, basement, utility closet, attic, outdoor, or other, which matters for access and venting considerations your team will want to know before quoting.
Turn water heater installation visitors into qualified jobs
Give every water heater installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.