See who installed the original system before you drive out
Ask homeowners whether they already have solar installed, who did the original install, and why they want more capacity — then require photos of the existing array before your team drives out.
The exact intake your solar system expansion leads complete
This is the real 6-question guided intake for Solar System Expansion — the same flow your customers finish before you ever pick up the phone.
What a qualified solar system expansion lead should tell you
Adding capacity to an existing solar power system — more panels, battery storage, or support for new loads like EV charging — rather than a first-time installation.
- Have Existing Solar System
- Main Reason Want Expand
- Installed Current Solar System
- Property Owner Or Authorized
- Soon Would Like Expansion
- Have Available Roof Or
The questions your team needs answered
Every solar system expansion intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have an existing solar system installed on this property? | This separates true expansion leads with an existing system from homeowners who actually need a first-time install. |
| What is the main reason you want to expand your solar system? | The stated reason (more output, battery storage, EV charging, or new equipment) tells your team what kind of add-on scope to prepare for before the estimate. |
| Who installed your current solar system? | Knowing who installed the original system affects warranty coverage and equipment compatibility, which is why each installer option carries a different weight. |
| Are you the property owner or an authorized decision-maker for this project? | Confirming ownership or decision-making authority filters out inquiries where no one on the call can actually approve the work. |
| How soon would you like the expansion work to begin? | Timeline distinguishes homeowners ready to schedule now from those still planning ahead, helping you prioritize follow-up. |
| Do you have available roof or ground space for additional panels? | Available roof or ground space is a basic feasibility check that can surface site constraints before your team drives out. |
How Cliont scores solar system expansion leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Existing Solar System: yes
- Original installer, still in business
- Different company than original installer
- Original installer no longer in business
- Not sure
- Property Owner Or Authorized: yes
See the lead your team receives
Solar System Expansion 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 system expansion workflows
| Cliont capability | Solar System Expansion application |
|---|---|
| Conditional branching | If a homeowner answers that no solar system currently exists, the intake flags it as a potential new install rather than scoring it as a true expansion lead. |
| Weighted scoring | Installer history (original installer vs. different company vs. out of business) carries distinct weights so leads with clear warranty and compatibility paths surface above uncertain ones. |
| Photo/video capture widget | Homeowners can show the existing panel array and available roof or ground space on video before your team schedules a site visit. |
| CRM routing | Expansion leads that confirm property ownership and existing system status route to your CRM with the expansion reason and timeline already attached. |
Common solar system expansion lead scenarios
EV charging expansion, ready now
Homeowner wants added output to support EV charging and needs work started as soon as possible — the intake flags the reason and timeline so it lands ahead of planning-stage requests.
No existing system on file
The homeowner answers no to having solar installed already, which scores lower on this intake since it's really a new-install inquiry, not an expansion of existing capacity.
Unknown original installer
Homeowner isn't sure who installed the current system, which matters for warranty and equipment compatibility — the intake captures that uncertainty so your team can ask follow-up questions before quoting.
Battery storage add-on
Homeowner's system was installed by a different company and they now want added battery storage, so the intake surfaces both the installer mismatch and the specific expansion goal.
Limited roof space, unsure fit
Homeowner reports limited available roof or ground space, which the intake captures directly so your team can assess feasibility before booking a site visit.
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 System Expansion lead-intake FAQs
What happens if a homeowner doesn't actually have solar installed yet?
The intake asks directly whether an existing system is already on the property, and a 'no' answer scores lower since it's really a new-install lead rather than an expansion — you can route it differently instead of treating it as a warm expansion opportunity.
Why does the form ask who installed the current system?
Whether the original installer is still in business, a different company handled it, or nobody's sure affects warranty status and equipment compatibility, so the intake weights each answer differently to help you gauge how complicated the job will be.
Can the intake tell us if there's enough roof space before we quote?
Yes — homeowners answer whether they have available space, limited space, or aren't sure, so your team can flag feasibility questions before committing to a site visit.
What if the person filling out the form isn't the homeowner?
The intake confirms whether the submitter owns the property or is an authorized decision-maker, and a 'no' answer scores lower so you can prioritize leads where someone can actually approve the work.
Does the intake capture how urgent the expansion is?
Yes — homeowners select whether they want work started as soon as possible, within three months, or are just planning ahead, so you can see timeline alongside the reason for expanding before you call back.
What photos or documents does this intake collect before an estimate?
The intake is built to collect images of the existing panel array and available space, plus details on the current inverter or system, so your team walks into the estimate with context instead of guessing.
Turn solar system expansion visitors into qualified jobs
Give every solar system expansion visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.