Know which solar leads are worth estimate time
The intake captures property ownership, roof or mounting type, and electricity usage goals before a homeowner ever talks to your team, plus their installation timeline. Homeowners upload roof photos and a recent utility bill so you can size the system before you drive out to an unqualified job.
The exact intake your residential solar installation leads complete
This is the real 6-question guided intake for Residential Solar Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified residential solar installation lead should tell you
A residential solar installation is a full-system build for a single property, covering panel type, roof or ground mounting, and the homeowner's electricity usage goal before a design and site visit are scheduled.
- Own This Property
- Roof Or Structure Would
- Would Describe Current Electricity
- Property Type
- Have Solar System Installed
- Have Any Shading Issues
The questions your team needs answered
Every residential solar installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you own this property? | Ownership determines whether the homeowner can legally authorize a permanent installation, so owners score far higher than non-owners. |
| What type of roof or structure would the panels be mounted on? | The mounting surface changes feasibility, hardware, and cost, letting your team review structural type before scheduling a site visit. |
| How would you describe your current electricity usage goal? | This answer separates homeowners chasing a full bill offset from those wanting partial savings or outage backup, which drives expected system size. |
| What is your property type? | Flags multi-family or rental properties that may need different permitting or ownership documentation than a single-family home. |
| When are you hoping to have the solar system installed? | An ASAP timeline scores highest as a signal of immediate purchase intent, while 'just exploring' flags an install still months away. |
| Do you currently have any shading issues on your roof, such as trees or nearby buildings? | Surfaces obstacles like trees or nearby buildings that affect system output and design before an estimate is booked. |
How Cliont scores residential solar installation leads
Every answer is weighted automatically — no manual review required.
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
Disqualifiers
- Not sure yet
See the lead your team receives
Residential Solar 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 residential solar installation workflows
| Cliont capability | Residential Solar Installation application |
|---|---|
| Photo and document upload | Homeowners attach roof photos and a recent utility bill so your team can pre-size the system before the estimate visit. |
| Weighted lead scoring | Property ownership and electricity usage goal answers carry the heaviest weights, pushing owner leads chasing a full bill offset to the top of your queue. |
| Conditional intake logic | A 'no' answer on property ownership can trigger a note to confirm authorization before your team books a site visit. |
| CRM delivery | Leads with the roof/mounting type, usage goal, and timeline already captured land in your CRM ready for an estimate, not a fact-finding call. |
Common residential solar installation lead scenarios
Owner wants full bill offset, ASAP
Homeowner confirms property ownership, selects 'offset most or all of my electric bill,' and wants installation as soon as possible — the intake scores this as a top-priority estimate.
Rental property manager inquires
Someone managing a rental selects a non-owner property type, which lowers the ownership score and signals your team should confirm authorization before booking a site visit.
Ground-mount with shading concerns
Homeowner selects a ground-mounted system and flags nearby trees or buildings, giving your team a feasibility detail to review before the estimate rather than discovering it on-site.
Still exploring, no firm timeline
Homeowner picks 'not sure yet' on usage goal and 'just exploring options' on timeline — the intake still routes the lead but flags it as lower urgency than owners with a firm goal and near-term timeline.
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
Residential Solar Installation lead-intake FAQs
What happens if the person filling out the form doesn't own the property?
The ownership question carries the most weight in scoring, so a 'no' answer lowers the lead's priority but doesn't block submission — you'll see it flagged so your team can confirm authorization before scheduling an estimate.
Does the intake ask about roof shading before I quote a system?
Yes, homeowners are asked whether trees or nearby buildings shade the roof, giving your team a feasibility detail to review alongside the roof type before the site visit.
Can this intake handle ground-mounted systems, not just roof installs?
Yes, the mounting-type question includes a ground-mounted option alongside asphalt shingle, tile, metal, and flat roofs, so the lead is captured correctly regardless of structure.
How does the intake tell apart a full bill-offset customer from someone just wanting backup power?
The electricity usage goal question separates homeowners chasing a full offset, partial savings, or outage backup, which changes expected system size and how your team prioritizes the follow-up.
What if a homeowner doesn't know when they want the system installed?
They can select 'just exploring options,' which scores lower than an ASAP or 1-3 month timeline but still delivers the lead to your CRM for a lower-priority follow-up.
Is this different from the intake for Solar Battery Installation or Whole-Home Battery Backup?
Yes — this intake is built around residential panel installation questions like roof type and usage goals; battery-focused enquiries are better matched to the Solar Battery Installation or Whole-Home Battery Backup subservice pages.
Turn residential solar installation visitors into qualified jobs
Give every residential solar installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.