Solar inspection intake that asks what your team actually needs to
Homeowners state why they need the inspection, confirm the system is currently installed and connected, and note roof access, plus upload photos of the panels, so your crew shows up prepared instead of guessing what they're walking into.
The exact intake your solar inspection leads complete
This is the real 6-question guided intake for Solar Inspection — the same flow your customers finish before you ever pick up the phone.
What a qualified solar inspection lead should tell you
A review of an already-installed solar system's condition, safety, and performance, requested for reasons ranging from a pre-purchase check to suspected storm damage or warranty documentation.
- Main Reason Solar Inspection
- Solar System Installed And
- Property Has Solar System
- Property Owner Or Authorized
- Soon Inspection Completed
- Provide Roof Access Inspector
The questions your team needs answered
Every solar inspection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main reason you need a solar inspection? | This is the highest-weight field in the catalog and separates safety-driven inspections from lower-priority routine checks. |
| Is the solar system currently installed and connected on the property? | A system that isn't actually installed and connected scores far lower, since it likely needs a different service than an inspection. |
| What type of property has the solar system? | Property type helps route commercial systems differently from single-family residential inspections. |
| Are you the property owner or an authorized representative for this inspection? | Confirming ownership or authorization filters out requests from tenants or unauthorized parties before a site visit is scheduled. |
| How soon do you need the inspection completed? | Timeline informs scheduling priority even though it doesn't carry a scoring weight in this catalog. |
| Can you provide roof access for the inspector to safely examine the panels? | Confirming safe roof access ahead of time lets the inspector plan equipment and avoid a wasted trip. |
How Cliont scores solar inspection leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buying a property with solar
- System seems underperforming
- Suspected damage or safety concern
- Routine maintenance check
- Insurance or warranty documentation
- Other reason
See the lead your team receives
Solar Inspection 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 solar inspection workflows
| Cliont capability | Solar Inspection application |
|---|---|
| Conditional question logic | Routes the reason for inspection (buying a property, underperformance, suspected damage, maintenance, or insurance documentation) into the scoring model so damage and performance concerns are never treated the same as a routine check. |
| Photo and video upload widget | Lets homeowners submit panel photos or a monitoring app screenshot alongside their request, giving your inspector visual context on suspected damage or underperformance before the visit. |
| Ownership and authorization capture | Flags requests where the person submitting isn't confirmed as the property owner or authorized representative, useful for pre-purchase buyer inspections that need extra verification before scheduling. |
| Lead scoring and prioritization | Weights suspected damage or safety concerns and underperforming systems above routine maintenance checks, so your dispatch queue reflects which inspection requests are more likely to need urgent attention. |
Common solar inspection lead scenarios
Buyer inspecting before closing
A prospective buyer wants the solar system checked before finalizing a home purchase; the intake flags that they may not yet be the owner and captures the reason so your team knows this is a pre-sale evaluation, not a repair call.
System underperforming, owner suspects fault
A homeowner notices lower output than expected and wants a diagnostic look; this reason carries one of the higher weights in the catalog, so it surfaces as a stronger lead than a routine check-up request.
Suspected storm damage or safety issue
After a storm, a homeowner is unsure if the panels or wiring are safe; this is the highest-weighted reason in the catalog, and roof access details help you plan the right equipment before you dispatch.
Non-owner requesting an inspection
A tenant or unauthorized party submits a request without confirming ownership or authorization; the intake captures this low-weight answer so you can verify legitimacy before scheduling a site visit.
Insurance or warranty documentation request
A homeowner needs a formal inspection report to support an insurance claim or warranty filing; capturing this reason upfront lets you prepare the right documentation format before the estimate.
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
Solar Inspection lead-intake FAQs
How does the intake handle a buyer inspecting a home before they officially own it?
The catalog includes a question on whether the requester is the property owner or an authorized representative; when the answer is no, the lead still comes through but is flagged for extra verification, which is common for pre-purchase buyer inspections.
What happens if the homeowner isn't sure whether the system is installed and connected?
The intake asks directly whether the solar system is currently installed and connected on the property; a 'no' answer carries a much lower weight, helping you distinguish an active-system inspection from a request that may need a different service entirely.
Does the reason for the inspection change how the lead is scored?
Yes. Suspected damage or safety concerns and underperforming systems carry the highest weights in the catalog, while routine maintenance checks and general 'other' reasons score lower, so your team can prioritize which inspection requests to schedule first.
Does urgency or timeline affect the lead score?
The timeline question is captured for scheduling purposes, but it isn't a weighted scoring signal in this catalog, so a flexible-timeline lead with a suspected safety issue can still outrank a rushed but routine maintenance request.
Why does the intake ask about roof access before the estimate?
Knowing whether safe roof access can be provided lets your inspector plan for ladders, harnesses, or scheduling adjustments before the visit, rather than discovering an access problem on site.
Turn solar inspection visitors into qualified jobs
Give every solar inspection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.