By the Cliont product team
solar and home energy lead intake software for contractors

Qualify more solar and home energy leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.

Video greetingGuided intakePhoto uploadInstant lead scoring
Live previewQuestion 1 of 6
Do you own this property?
Yes
No

A custom intake for every solar and home energy job

Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.

Information you need before every solar and home energy job

  • Own This Property
  • Roof Or Structure Would
  • Would Describe Current Electricity
  • Property Type
  • Have Solar System Installed
  • Have Any Shading Issues
  • Main Reason Solar Inspection
  • Solar System Installed And
  • Property Has Solar System
  • Property Owner Or Authorized

How solar and home energy lead scoring works

Value signals

  • Own This Property: yes
  • Offset most or all of my electric bill
  • Reduce my bill partially
  • As soon as possible
  • Within 1-3 months
  • Within 3-6 months

Urgency signals

  • Have backup power during outages
  • Backup power during outages
  • Physical damage (storm, fall, impact)
  • Immediately

Your visitor has a real job. A contact form can’t hear it.

Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No job details or scope
  • No photos or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full job scope in their own words
  • Damage photos attached automatically
  • Every lead scored by value
  • Residential or commercial flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and job template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Solar and Home Energy lead-intake FAQs

What does a solar and home energy intake collect?

Each solar and home energy template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.

How are solar and home energy leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger solar and home energy opportunities without manually reviewing every raw submission first.

Can visitors try a solar and home energy intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified solar and home energy leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every home improvement intake template

View all home improvement intake templates →

While they’re still using contact forms, you’re booking jobs

Give every website visitor a guided, bilingual, qualifying intake — and turn your solar and home energy traffic into signed work.