Know which roof inspection leads are worth an estimate visit
Homeowners tell you why they need the inspection, how old the roof is, and whether they have attic access, while uploading photos of visible damage so your crew knows what's waiting before they drive out.
The exact intake your roof inspection leads complete
This is the real 6-question guided intake for Roof Inspection — the same flow your customers finish before you ever pick up the phone.
What a qualified roof inspection lead should tell you
A scheduled visit to evaluate a roof's current condition, whether for damage, age, a pending sale, or insurance documentation, before any repair or replacement decision is made.
- Main Reason Roof Inspection
- Property Roof On
- How Old Current Roof
- Property Owner Or Authorized
- Soon Inspection Completed
- Have Access Roof Or
The questions your team needs answered
Every roof inspection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main reason you need a roof inspection? | The stated reason, storm damage, a leak, insurance documentation, or a routine check, tells you how urgent the inspection is and what kind of reporting the visit will require. |
| What type of property is the roof on? | Property type determines whether the lead should be handled as a residential estimate or routed toward commercial pricing and scheduling. |
| Roughly how old is the current roof? | Roof age helps your team anticipate whether the visit is likely to surface a simple inspection or lead into a repair or replacement conversation. |
| Are you the property owner or authorized to schedule this inspection? | Confirming ownership or scheduling authority before dispatch avoids driving out to a property the requester can't actually authorize work on. |
| How soon do you need the inspection completed? | The requested timeline separates homeowners who need someone out this week from those still comparing options. |
| Do you have access to the roof or attic for inspection purposes? | Knowing whether the roof or attic is accessible ahead of time prevents a wasted trip when a ladder, key, or tenant coordination needs to be arranged first. |
How Cliont scores roof inspection leads
Every answer is weighted automatically — no manual review required.
Value signals
- Routine maintenance check
- Buying or selling a property
- Insurance claim documentation
- Not sure
- Property Owner Or Authorized: yes
- Within a week
Urgency signals
- Visible damage or leak
- After a storm or weather event
- Immediately
See the lead your team receives
Roof Inspection Lead - Storm Damage
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 roof inspection workflows
| Cliont capability | Roof Inspection application |
|---|---|
| Answer-based lead scoring | Combines the stated inspection reason, timeline, and ownership answer into a single score so storm-damage and insurance-related requests surface ahead of routine checks. |
| Authorization flagging | Surfaces leads where the requester answered no to owning or being authorized to schedule the inspection, so staff can confirm permission before booking. |
| Pre-visit access check | Uses the roof and attic access question to warn dispatch ahead of time when a visit might require extra coordination before a technician can inspect. |
| Photo and document uploads | Collects damage photos and, where relevant, insurance claim details alongside the inspection reason so estimators arrive with context already in hand. |
Common roof inspection lead scenarios
Storm damage insurance claim
Homeowner selects storm damage as the reason and insurance claim documentation as the goal, with an immediate timeline, so the lead should route to the front of the queue with damage photos attached.
Routine maintenance on an older roof
A roof over 15 years old flagged for a routine check with a relaxed timeline is still worth following up, but doesn't need same-day dispatch like a leak call.
Property sale inspection
Buyer or seller needs the inspection completed within a month for a closing deadline, which is a different scheduling pressure than storm or leak calls even though it's a genuine value signal.
Requester isn't the owner
The intake catches when the person scheduling answers no to being the owner or authorized party, so staff can verify permission before booking a visit that might get cancelled at the door.
No roof or attic access yet
A homeowner without current attic access (locked area, tenant, or safety concern) needs that resolved before a technician is scheduled, which this question surfaces upfront instead of on-site.
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
Roof Inspection lead-intake FAQs
Can the intake tell the difference between a storm-damage inspection and a routine check?
Yes. The reason-for-inspection question captures whether the homeowner selected storm damage, a visible leak, routine maintenance, an insurance claim, or a property sale, so you can see at a glance which leads need faster attention.
What happens if the person filling out the form isn't the homeowner?
The intake asks directly whether the requester is the owner or authorized to schedule the inspection, so you can flag and verify those leads before committing an estimate slot to someone who can't approve the visit.
Does the intake check whether the roof is actually accessible before we schedule?
It asks whether the homeowner has access to the roof or attic for inspection purposes, which helps you avoid scheduling a visit that can't proceed once the technician arrives.
What if the homeowner doesn't know how old their roof is?
The roof age question includes a 'not sure' option, so those leads still come through rather than getting stuck on a question the homeowner can't answer, and your team can gather that detail at the estimate.
How does the intake capture urgency for inspections?
A dedicated timeline question lets homeowners indicate whether they need the inspection immediately, within a week, within a month, or are just exploring options, so you can prioritize accordingly.
Can this intake handle insurance-related inspection requests differently?
When a homeowner selects insurance claim documentation as their reason, that answer is captured alongside the rest of their responses so your team knows to prepare documentation-focused reporting for that visit.
Turn roof inspection visitors into qualified jobs
Give every roof inspection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.