Tree health intake that flags proximity to power lines up front
Tell us what's worrying you about the tree, whether it sits near a structure or power line, and how many trees need a look, then upload photos so risky cases stand out before you drive out for a routine checkup that isn't urgent.
The exact intake your tree health assessment leads complete
This is the real 6-question guided intake for Tree Health Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified tree health assessment lead should tell you
An on-site inspection to identify signs of disease, decay, structural instability, or pest damage in a tree, where the outcome is a diagnosis rather than a defined scope of trim or removal work.
- Concerns Most About Tree
- Tree Located Near Structure,
- Many Trees Be Assessed
- Have Authority Approve Tree
- Soon Assessment Completed
- Property Residential Or Commercial
The questions your team needs answered
Every tree health assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What concerns you most about the tree? | The specific concern selected, from leaning to a routine checkup, sets the base urgency score for the assessment request. |
| Is the tree located near a structure, walkway, or power line? | Confirms whether the tree threatens a structure or power line, which raises priority regardless of which concern was selected. |
| How many trees need to be assessed? | Tells the estimator whether to scope a single-tree visit or a larger multi-tree survey before quoting. |
| Do you have authority to approve tree work on this property? | Flags leads who cannot yet approve work so the team can confirm the actual property decision-maker before booking. |
| How soon do you need the assessment completed? | Separates same-week risk requests from flexible, non-urgent scheduling requests. |
| Is the property residential or commercial? | Lets the team route commercial multi-tree accounts differently from single residential properties. |
How Cliont scores tree health assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Visible damage or dead branches
- Leaning or looks unstable
- Leaf discoloration or thinning
- Signs of pests or insects
- Routine checkup, no specific issue
- Not sure
See the lead your team receives
Tree Health Assessment 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 tree health assessment workflows
| Cliont capability | Tree Health Assessment application |
|---|---|
| Conditional branching logic | Routes leads who select 'leaning or looks unstable' or confirm proximity to a power line into a higher-priority queue than routine, no-issue checkup requests. |
| Photo upload capture | Collects canopy-wide and trunk close-up images so signs of decay or structural risk can be pre-screened before the on-site estimate. |
| Authority confirmation flag | Uses the property-approval answer to flag leads who need a decision-maker check before scheduling, common with rental or managed properties. |
| Property-type segmentation | Separates residential single-tree requests from commercial multi-tree jobs so estimators can size the visit correctly ahead of time. |
| Automated CRM routing | Sends qualified assessment leads to your CRM with tree count, concern type, and proximity data already filled in. |
Common tree health assessment lead scenarios
Leaning tree near power lines
A homeowner flags a leaning, unstable tree that also sits close to a power line or structure. The intake captures both signals together so it reaches your CRM ahead of routine inquiries.
Multi-tree commercial checkup
A property manager requests an assessment of six or more trees on a commercial site with no specific issue reported. Tree count and property type are logged so the estimate can be scoped differently from a single residential tree.
Renter without approval authority
Someone reports damage or pest concerns but answers no to having authority to approve tree work on the property. The intake flags this so your team can confirm the actual decision-maker before scheduling an estimate.
Uncertain symptoms, no rush
A homeowner selects 'not sure' for what's wrong and marks the timeline as flexible. The concern type and tree count are still recorded so the visit can be batched with other non-urgent assessments.
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 tree care intake templates
Tree Health Assessment lead-intake FAQs
How does the intake handle a lead who isn't sure what's wrong with their tree?
The 'Not sure' option is a distinct answer choice with its own weight, so uncertain leads are still captured and scored rather than filtered out, and are distinguished from routine, no-issue checkups.
Can the intake tell us if a tree is close to power lines before we schedule?
Yes. The intake asks directly whether the tree is near a structure, walkway, or power line and records the answer in the lead record, so proximity risk is visible before you commit to an estimate visit.
What happens if the person submitting the form doesn't have authority to approve work?
That answer lowers the lead's score, giving your team a signal to confirm the actual property decision-maker before booking an on-site assessment.
Does the intake differentiate a single tree from a larger multi-tree job?
Yes, tree count is captured as its own field alongside residential-versus-commercial property type, so estimators can tell a one-tree residential checkup apart from a large commercial survey before scheduling.
How is Tree Health Assessment intake different from your Emergency Tree Service or Tree Trimming forms?
This intake screens for underlying condition and diagnosis (visible damage, leaning, discoloration, pests) rather than an active hazard or a defined trim scope, which is what the Emergency Tree Service and Tree Trimming intakes are built around.
What photos does the assessment intake ask homeowners to upload?
It requests a wide-angle shot of the full canopy, a close-up of the trunk base and any visible damage, and a photo showing distance to a nearby structure or power line, so the concern reported in the answers can be visually verified.
Turn tree health assessment visitors into qualified jobs
Give every tree health assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.