Know which flat roofing leads are worth an estimate
Cliont's flat roofing intake asks about property type, roof size, and whether water is actively leaking, then collects roof photos so your team can prioritize before scheduling an estimate.
The exact intake your flat roofing leads complete
This is the real 6-question guided intake for Flat Roofing — the same flow your customers finish before you ever pick up the phone.
What a qualified flat roofing lead should tell you
Qualification of leads for new installation, repair, replacement, or inspection of low-slope flat roofing on residential or commercial buildings, distinguishing active leak emergencies from planned projects.
- Flat Roof Service
- Property Type
- There Active Water Leaking
- What Size Flat Roof
- Property Owner Or Authorized
- Soon Want Work Begin
The questions your team needs answered
Every flat roofing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of flat roof service do you need? | The service type answer tells your team whether to prep for a quick repair visit or a full crew and material order for a replacement or new installation. |
| What is the property type? | Commercial flat roofs often need different membrane systems and crew sizes than residential jobs, so this answer helps route the lead correctly. |
| Is there active water leaking into the building right now? | An active leak signals potential ongoing interior damage, so this answer drives the lead's urgency and priority in the score. |
| Roughly what is the size of the flat roof area? | Roof size gives a rough scope for materials and crew before the estimate, helping avoid under- or over-preparing for the visit. |
| Are you the property owner or authorized to approve this work? | Confirming the submitter can approve the work avoids sending a crew to quote someone who can't actually authorize the job. |
| How soon do you want the work to begin? | Timeline separates leads that need immediate dispatch from those still planning, letting your team prioritize the schedule. |
How Cliont scores flat roofing leads
Every answer is weighted automatically — no manual review required.
Value signals
- There Active Water Leaking: yes
- Property Owner Or Authorized: yes
Urgency signals
- There Active Water Leaking
- Immediately
- Planning ahead, no urgent date
See the lead your team receives
Flat Roofing Lead - Active Leak, Commercial Property
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 flat roofing workflows
| Cliont capability | Flat Roofing application |
|---|---|
| Conditional urgency scoring | A yes answer on active water leaking pushes the lead's score and priority above a routine repair or inspection request with no urgent date. |
| Authorization check | The ownership/authorization question is weighted into the score so a submission from someone who can't approve work doesn't get treated as estimate-ready. |
| Photo capture before dispatch | Roof surface and interior leak photos are collected alongside the size and leak status answers, so your estimator can judge scope before a truck rolls. |
| CRM routing by property type | Residential, commercial, and multi-family answers can route to different queues or estimators since commercial flat roofs often need different crews and materials. |
Common flat roofing lead scenarios
Active leak on commercial roof
A property manager reports water actively leaking into a commercial building on a roof over 2,000 sq ft, wants work started immediately, and confirms they can approve the job — the intake flags this as high priority.
Tenant filling out the form
A residential tenant requests a repair quote but indicates they are not the property owner or authorized to approve work, so the lead needs a follow-up step to identify the actual decision-maker.
Routine inspection, no urgency
A homeowner selects inspection or maintenance with no active leak and no urgent timeline, so the lead is qualified but doesn't need same-day dispatch.
New small residential install
A homeowner planning a small flat roof addition under 500 sq ft selects new installation with a within-a-month timeline, a different mix than emergency or commercial leads.
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
Flat Roofing lead-intake FAQs
How does the intake handle an active leak differently from a scheduled repair?
Active leaks carry the highest weight in the scoring model, so a lead reporting water currently entering the building is flagged as urgent and separated from leads planning ahead with no urgent date.
Does the intake distinguish residential from commercial flat roofs?
Yes, the property type question separates residential, commercial, and multi-family jobs, and combined with the roof size question, gives your team enough context to route the lead to the right estimator before contact.
What happens if the person submitting the form isn't authorized to approve the work?
The ownership and authorization question is weighted into the score, so leads where the submitter isn't the owner or an authorized decision-maker are still captured but flagged for a clarifying follow-up rather than treated as estimate-ready.
Can the intake tell repair leads apart from full replacement or new installation leads?
Yes, the service type question captures whether the homeowner needs new installation, repair, full replacement, or inspection, so your CRM shows the actual scope requested rather than a generic roofing inquiry.
What roof size details does the intake collect?
Homeowners select an approximate size range from under 500 sq ft up to over 2,000 sq ft, giving your team a rough scope estimate before the first site visit.
Turn flat roofing visitors into qualified jobs
Give every flat roofing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.