Know which commercial roofing leads deserve an estimate visit
Ask every commercial roofing enquiry about building type, roof size, and who's authorized to approve the work, then collect roof photos so your estimator knows the scope before booking a site visit.
The exact intake your commercial roofing leads complete
This is the real 6-question guided intake for Commercial Roofing — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial roofing lead should tell you
Roofing work on commercial or multi-unit buildings such as offices, warehouses, and retail properties, where square footage, building occupancy, and who holds sign-off authority shape how a job gets scoped and scheduled.
- Building This Roof Cover
- Primary Issue Or With
- How Large Roof Area
- Authorized Approve Roofing Work
- Soon This Roofing Work
- Building Occupied And Operating
The questions your team needs answered
Every commercial roofing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of building does this roof cover? | Building type helps route the lead to the right crew and estimate approach, since warehouse and office roofs are scoped differently than multi-unit residential. |
| What is the primary issue or need with the roof? | Leak or storm damage signals urgent, active damage, while routine maintenance or inspection points to a lower-pressure scheduling window. |
| Approximately how large is the roof area needing work? | Roof size gives your team an early read on job scale so larger properties can be flagged for the right crew and pricing before the estimate. |
| Are you authorized to approve roofing work or decisions for this property? | Approval authority separates leads that can move straight to a scheduled estimate from ones that need the right decision-maker identified first. |
| How soon do you need this roofing work to begin? | Timeline is the clearest urgency signal, with emergency requests weighted well above leads that are just researching options. |
| Is the building currently occupied and operating during business hours? | Knowing whether the building is occupied during business hours helps plan access and minimize disruption when scheduling the estimate. |
How Cliont scores commercial roofing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Authorized Approve Roofing Work: yes
- Within the next few weeks
- Within the next few months
Urgency signals
- Leak or water damage
- Storm or weather damage
- Immediately, it's an emergency
See the lead your team receives
Commercial Roofing 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 commercial roofing workflows
| Cliont capability | Commercial Roofing application |
|---|---|
| Weighted scoring engine | Approval authority and urgency answers carry explicit weights, so an authorized decision-maker reporting active leak or storm damage scores higher than an unauthorized tenant just researching options. |
| Photo and video upload widget | Roof photos tied to the reported issue give estimators a first look at leak or storm damage before they commit to a site visit on a commercial property. |
| CRM routing rules | Leads on buildings over 20,000 sq ft can route to a different queue or estimator than smaller office jobs under 5,000 sq ft. |
| Conditional follow-up questions | When someone isn't authorized to approve the work, the intake can prompt for the right contact instead of pushing the lead directly to a scheduled estimate. |
Common commercial roofing lead scenarios
Active leak in occupied office
A property manager reports a leak in a building that's open for business, so the intake flags it as urgent and notes it needs coordination around occupied hours before dispatch.
Storm-damaged warehouse over 20,000 sq ft
An authorized decision-maker reports storm damage on a large industrial roof, combining urgency and scale signals that push the lead to the top of the queue.
Tenant reports damage, no authority
A tenant in a multi-unit building flags an issue but isn't the one who can approve work, so the intake surfaces this gap instead of routing straight to a paid estimate.
Owner researching a future replacement
A building owner is exploring options with a timeline of months out and no active damage, landing as a lower-urgency lead worth a nurture follow-up rather than an immediate site visit.
Retail space needing after-hours work
The roof needs attention but the building is occupied during business hours, so the intake captures that detail up front to help with scheduling around store operations.
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 roofing intake templates
Commercial Roofing lead-intake FAQs
How does the intake handle a caller who isn't authorized to approve the work?
The intake asks directly whether the person is authorized to approve roofing decisions for the property, and that answer carries a lower weight than an authorized approver, so the lead can be routed toward finding the right decision-maker instead of straight to an estimator's calendar.
Does the intake separate emergency leaks from routine maintenance requests?
Yes. The primary issue question distinguishes leak or storm damage from routine maintenance or inspection, and combined with the timeline question, urgent damage-driven requests score higher than general inspection inquiries.
What if the caller doesn't know the square footage of the roof?
The size question includes a 'not sure' option so the lead still moves forward, and your team can confirm exact dimensions during the estimate rather than losing the lead over a missing detail.
Why does the intake ask if the building is occupied during business hours?
Knowing whether the building operates during the day helps your team plan access and scheduling around tenants or staff, which matters more for commercial sites than for a typical home roof.
How is a large warehouse roof scored differently from a small office roof?
Roof size doesn't carry a fixed weight on its own, but it's captured alongside the primary issue and timeline so your team can see scope at a glance and prioritize larger jobs for the right crew.
Can this intake also cover storm damage or leak-specific jobs?
This intake is built for commercial buildings broadly; if you're fielding storm-specific or leak-specific calls on residential properties, the Storm Damage Roofing and Leak Repair intakes cover those separately.
Turn commercial roofing visitors into qualified jobs
Give every commercial roofing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.