New roof intake that captures ownership and start timeline up front
Homeowners tell you the roof's current condition, material preference, and how soon they want to start, plus upload photos of existing damage, so you know what you're driving out to before you book the estimate.
The exact intake your new roof installation leads complete
This is the real 7-question guided intake for New Roof Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified new roof installation lead should tell you
Full tear-off and replacement of an existing roof, or first-time installation on new construction, covering the entire roof surface rather than a partial repair.
- This Full Roof Replacement
- Building This Roof
- Current Condition Roof Structure
- Own This Property Or
- Roofing Material Interested In
- Soon Start This Roofing
- How Many Stories Building
The questions your team needs answered
Every new roof installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this a full roof replacement rather than a repair to part of the roof? | Confirms this is a full replacement job worth an estimate visit, not a smaller partial repair better suited to a different service line. |
| What type of building is this roof for? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the current condition of the roof structure? | Separates urgent active-leak jobs from routine aging-roof replacements so the estimate calendar can prioritize accordingly. |
| Do you own this property or have authority to approve roofing work on it? | Screens out leads without authority to approve work since the weight drops to nearly nothing on a no answer, protecting your estimate slots. |
| What roofing material are you interested in? | Tells the crew what material to prep pricing and samples for before the homeowner even sees an estimator. |
| How soon are you looking to start this roofing project? | Flags Immediately leads as urgent so they get prioritized ahead of leads still planning ahead with no set date. |
| Approximately how many stories is the building? | Signals whether the crew needs extra ladders or lift access for taller buildings before they show up. |
How Cliont scores new roof installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- This Full Roof Replacement: yes
- New construction, no existing roof
- Existing roof aging or worn
- Not sure
- Own This Property Or: yes
Urgency signals
- Active leaks or visible damage
- Immediately
See the lead your team receives
New Roof 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 new roof installation workflows
| Cliont capability | New Roof Installation application |
|---|---|
| Conditional scoring logic | Weights active leaks or aging roofs higher than new construction, so distressed roofs surface above speculative first-time installs. |
| Photo upload capture | Homeowners attach current roof condition photos before the estimate is booked, giving your crew a head start on material and labor planning. |
| Ownership verification question | Filters out leads without authority to approve work, since a no answer drops the lead's weight sharply so it doesn't consume an estimate visit. |
| Timeline segmentation | Separates Immediately leads for fast follow-up from planning ahead leads that can sit in a longer nurture sequence. |
| CRM routing | Sends qualified new roof leads, complete with material preference and story count, directly into your CRM for the right estimator to claim. |
Common new roof installation lead scenarios
Active leaks, wants immediate start
Roof condition is flagged as active leaks or visible damage and the homeowner selects Immediately for timeline, so the intake pushes this to the top of the estimate queue.
New construction, no existing roof
The building has no existing roof to tear off, so the crew can plan for a first-time install rather than budgeting time for removal and disposal.
Tenant without approval authority
The ownership/authority question comes back no, which drops the lead's weight sharply so it doesn't consume an estimate slot meant for someone who can actually sign off on the work.
Multi-story commercial inquiry
Building type is commercial and stories are three or more, prompting different equipment and crew sizing than a single-family residential job.
Aging roof, no rush yet
Condition is aging or worn but the homeowner picks Planning ahead, no set date, so the lead is still worth qualifying but can go into a longer follow-up cadence instead of a rushed dispatch.
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
New Roof Installation lead-intake FAQs
Does the intake distinguish a full replacement from a partial repair?
Yes, the first question asks directly whether this is a full roof replacement rather than a repair to part of the roof, and a full replacement answer carries the highest weight so those leads surface as your priority estimates.
How does the intake handle leads who don't own the property?
The ownership and authority question carries almost no weight when the answer is no, so tenants or non-decision-makers get scored low instead of taking up an estimate slot meant for someone who can approve the work.
Can I see what roofing material a homeowner wants before I quote?
Yes, the intake asks whether they're interested in asphalt shingle, metal, tile, flat/membrane, or aren't sure yet, so your estimator can prep the right samples and pricing before the visit.
Will urgent, storm-damage-style leads get flagged differently from planning-stage ones?
Leads who select Immediately for project start are flagged as urgent, while active leaks or visible damage on the roof condition question adds further weight, separating them clearly from someone still planning ahead with no set date.
Does building type or number of stories affect how the lead is scored?
The catalog captures building type (single-family, multi-family, commercial, other) and number of stories, which help route jobs to the right crew size and equipment even though they aren't weighted score factors on their own.
What happens if a homeowner isn't sure about their roof's current condition?
A Not sure answer on roof condition still carries a moderate weight, so the lead is still routed to your CRM for follow-up rather than being dropped, just flagged as needing more assessment during the estimate.
Turn new roof installation visitors into qualified jobs
Give every new roof installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.