Home energy audit intake that captures real concern areas up front
Homeowners tell you their main concern, property age, and whether they own the property before you ever pick up the phone. Upload a recent utility bill and get a scored, CRM-ready lead instead of an unqualified drive-out.
The exact intake your home energy audit leads complete
This is the real 6-question guided intake for Home Energy Audit — the same flow your customers finish before you ever pick up the phone.
What a qualified home energy audit lead should tell you
A structured walkthrough of a home's energy performance — insulation, HVAC, windows and doors — used to pinpoint the specific problem areas and comfort or cost concerns a homeowner is raising before a technician is scheduled.
- Property Energy Audit
- Main Concern Prompting This
- Property Owner Or Authorized
- How Old Property
- Soon Would Like Audit
- Areas Property Concern Most,
The questions your team needs answered
Every home energy audit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the energy audit? | Property type determines whether the request even fits a residential audit workflow, surfacing multi-family or commercial mismatches early. |
| What is your main concern prompting this audit? | The stated concern carries the highest weight in the catalog, separating cost-driven and comfort-driven requests from casual curiosity before you schedule. |
| Are you the property owner or authorized to schedule this service? | Confirming ownership or authorization up front prevents booking a visit that stalls because the requester can't approve findings or follow-up work. |
| Approximately how old is the property? | Property age hints at the likely scope of inefficiencies, helping you anticipate whether the visit is a quick check or a full inspection. |
| How soon would you like the audit to take place? | Timeline is a direct scoring input, letting you separate homeowners ready to book now from those still exploring. |
| Which areas of the property concern you most, if any? | Named concern areas tell you what equipment and focus to bring, turning a generic audit into a targeted visit. |
How Cliont scores home energy audit leads
Every answer is weighted automatically — no manual review required.
Value signals
- High energy bills
- Uneven temperatures or drafts
- Planning an energy upgrade
- General checkup or curiosity
- Property Owner Or Authorized: yes
- As soon as possible
See the lead your team receives
Home Energy Audit Lead — High Bills, ASAP
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 home energy audit workflows
| Cliont capability | Home Energy Audit application |
|---|---|
| Multi-select intake fields | The concern-areas question lets homeowners flag attic, windows, or HVAC as multiple checkboxes, so the lead arrives with a pre-built inspection focus instead of a vague 'audit request'. |
| Automatic lead scoring | Main concern and desired timeline combine into a single priority score, so a high-bills-plus-ASAP request visibly outranks a general-curiosity-plus-flexible one in your CRM. |
| Authorization gating | The yes/no ownership question flags non-owner or unauthorized requesters immediately, so multi-family and rental leads carry a visible caveat before you schedule. |
| Document capture | Homeowners can attach a utility bill during intake, giving you baseline usage data before the visit instead of asking for it on-site. |
Common home energy audit lead scenarios
High bills, wants it fast
Homeowner flags high energy bills as the main concern and wants the audit as soon as possible — the combination pushes the lead score toward the top of the queue.
Drafty older home
A property over 30 years old with reported uneven temperatures or drafts and attic or window concerns flagged — a strong candidate for both an audit and a follow-up insulation or window conversation.
Curious renter, no authorization
Someone in a condo or multi-family unit selects general checkup and answers no to being the property owner or authorized scheduler — the intake still captures it, but flags the authorization gap before you book a slot.
Pre-solar upgrade planning
Homeowner selects planning an energy upgrade as the concern and flags HVAC or attic insulation — a natural handoff point toward residential solar installation once the audit findings are in.
Commercial property inquiry
Someone submits on behalf of a commercial property, which most residential audit workflows aren't built to serve — the property type answer surfaces this immediately so you can route or decline before scheduling.
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 solar and home energy intake templates
Home Energy Audit lead-intake FAQs
How does the intake handle a request from a renter instead of the owner?
The ownership question asks directly whether the requester is the property owner or authorized to schedule service, so a 'no' answer is visible on the lead before you commit to a visit, letting you request landlord sign-off first.
Does picking 'general checkup or curiosity' as the concern get a lead deprioritized?
That option carries a lower weight than high energy bills or drafts in the scoring model, so those leads still reach your CRM but land further down the priority order rather than being filtered out.
Can I see which parts of the home the homeowner is worried about before I go out?
Yes — the intake lets homeowners multi-select concern areas like attic or insulation, windows or doors, and HVAC, so you know what to inspect first instead of running a blanket walkthrough.
Why does the intake ask how old the property is?
Property age is a strong proxy for likely inefficiencies — an audit on a home over 30 years old is a different conversation than one on a home under 10, and having that context before the visit helps you prep the right equipment.
What should I ask homeowners to upload before I schedule the audit?
A recent utility bill gives you a baseline on usage and cost before you arrive, and photos of attic access or window and door seals let you spot obvious problem areas from the lead itself.
Does urgency actually change where the lead lands in my queue?
Yes — requesting the audit as soon as possible scores meaningfully higher than a flexible or exploratory timeline, so time-sensitive requests surface ahead of homeowners who are just browsing options.
Turn home energy audit visitors into qualified jobs
Give every home energy audit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.