Roof repair intake that captures roof access and story count up front
Homeowners tell you the issue—active leak, missing shingles, storm damage—the roof type, and how soon they need it fixed, while Cliont checks ownership and safe roof access before the lead lands in your CRM. Damage photos come in with every submission so your crew knows what they're walking into.
The exact intake your roof repair leads complete
This is the real 6-question guided intake for Roof Repair — the same flow your customers finish before you ever pick up the phone.
What a qualified roof repair lead should tell you
Assessment and repair of a specific roof problem—leak, missing shingles, flashing failure, or storm damage—on an existing roof, rather than a full tear-off and replacement.
- Issue Having With Roof
- Roof Property Have
- Soon Repair Completed
- Property Owner Or Authorized
- Someone Access Roof Safely
- Many Stories Building
The questions your team needs answered
Every roof repair intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What issue are you having with the roof? | This carries the heaviest weight in the catalog, separating active leaks and storm damage from cosmetic wear that can wait for a routine slot. |
| What type of roof does the property have? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon do you need the repair completed? | Timeline determines whether the lead needs same-day dispatch or can sit in a standard queue behind more urgent jobs. |
| Are you the property owner or authorized to approve this repair? | Confirms the person requesting the estimate can actually approve the repair, avoiding a wasted trip to a tenant awaiting landlord sign-off. |
| Can someone access the roof safely for an inspection? | Tells you ahead of time whether the crew can inspect safely or needs to plan for a lift or extra ladder work. |
| How many stories is the building? | Story count flags jobs that need additional equipment or a larger crew before the appointment is scheduled. |
How Cliont scores roof repair leads
Every answer is weighted automatically — no manual review required.
Value signals
- Missing or damaged shingles/tiles
- Flashing or seal issue around vents/chimney
- Not sure
- Within a week
- Within a month
- Flexible timing
Urgency signals
- Active leak or water intrusion
- Storm or fallen debris damage
- Visible wear but no leak yet
- Immediately, active damage occurring
See the lead your team receives
Roof Repair 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 roof repair workflows
| Cliont capability | Roof Repair application |
|---|---|
| Weighted scoring | Combines the issue-type answer with repair timeline so an active leak reported as immediate outranks visible wear with flexible timing, without you reading every submission. |
| Photo capture on submission | Homeowners attach photos of the damaged area before the lead reaches your CRM, so you can gauge severity before deciding whether to dispatch. |
| Authorization check | The owner/authorized question flags leads where a tenant or non-decision-maker is reporting the issue, so you can confirm approval before booking an estimate. |
| Access pre-check | The safe-roof-access question and story-count question together tell you whether a job needs a ladder, lift, or extra crew before the appointment is set. |
| CRM routing | Qualified roof repair leads arrive in your CRM already tagged with issue type, roof type, and story count so the assigned tech isn't calling the homeowner to re-ask basics. |
Common roof repair lead scenarios
Active leak, water intruding now
Homeowner selects active leak and needs it fixed immediately—this combination scores highest and should route straight to same-day scheduling.
Storm aftermath, roof debris
Reported issue is storm or fallen debris damage with a within-the-week timeline, often paired with a need for photos to support an insurance conversation.
Cosmetic wear, no leak yet
Visible wear with flexible timing scores lower than an active leak, letting you queue it behind urgent repairs instead of dispatching at the same priority.
Tenant reports the problem
The person submitting isn't the property owner or authorized to approve the repair, which the intake flags so you follow up with the decision-maker before scheduling.
Multi-story flat roof access
A three-or-more-story building with a flat or membrane roof changes what equipment and crew size the job needs, and the intake surfaces that before the appointment is booked.
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 Repair lead-intake FAQs
How does the intake tell an active leak apart from a cosmetic repair?
The issue-type question weights active leaks, storm damage, and missing shingles higher than visible wear with no leak, so urgent damage naturally scores above jobs that can wait.
What happens if the person filling out the form isn't the property owner?
The ownership and authorization question is weighted lower when the answer is no, so those leads still come through but are flagged for follow-up with whoever can actually approve the repair.
Does the intake check whether the roof can be safely inspected before we schedule?
Yes—there's a direct yes/no question on safe access for inspection, so you know before dispatch whether the job needs extra equipment or a different approach.
Can I use this for storm-related leads that might involve insurance?
Storm or fallen debris damage is a distinct option in the issue-type question, and it's captured alongside roof type and photos, which is useful groundwork if the homeowner later files a claim.
Is there a separate intake for true emergencies versus routine repairs?
Emergency Roof Repair is a separate subservice in the library; this Roof Repair intake covers the full range from immediate leaks to flexible-timing cosmetic fixes using the same timeline question.
What roof types does the intake account for?
The roof-type question covers asphalt shingle, metal, tile, flat or membrane, wood shake, and not sure, so your crew knows what materials and techniques to prep for before the estimate.
Turn roof repair visitors into qualified jobs
Give every roof repair visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.