Qualify more windows and doors leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.
A custom intake for every windows and doors job
Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.

New Window Installation
Installation of new windows in a residential or rental property, including replacements or additions to existing openings.
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Skylight Installation
Professional installation of new skylights into an existing roof, including window unit and roof opening work.
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French Door Installation
Installation of new or replacement French doors, including framing, hardware, and sealing for interior or exterior openings.
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Window Repair
Professional repair service for damaged, broken, or malfunctioning windows including glass, frames, seals, and hardware.
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Energy-Efficient Windows
Installation or replacement of energy-efficient windows designed to improve insulation, reduce drafts, and lower energy use in a property.
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Entry Door Replacement
Professional replacement of an existing exterior entry door, including removal of the old door and installation of a new one.
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Patio Door Installation
Professional installation of sliding, French, or hinged patio doors connecting indoor living spaces to outdoor areas.
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Skylight Repair
Professional assessment and repair of leaking, cracked, or damaged skylights to restore proper sealing and function.
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Sliding Door Repair
Repair service for sliding glass or patio doors that stick, derail, or fail to open, close, or lock properly.
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Storm Door Installation
Professional installation of a storm door on an existing entry door to add protection, ventilation, and light.
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Window Replacement
Assistance for homeowners and property managers seeking to replace existing windows with new units for improved function or appearance.
Preview intake →Information you need before every windows and doors job
- Many Windows Installed
- This New Openings Or
- Property This
- Own This Property Or
- Soon Would Like Installation
- This New Skylight Installation
- Roof Property Have
- Many Skylights Want Installed
- Installation Area Accessible Without
- Would Like This Project
How windows and doors lead scoring works
Value signals
- 1 window
- 2-5 windows
- 6 or more windows
- Not sure
- Own This Property Or: yes
- As soon as possible
Urgency signals
- Broken or cracked glass
- Drafts, air leaks, or water leaks
- There Opening In Window
- Immediately
- Drafts or air leaks
- Damaged or broken windows
Your visitor has a real job. A contact form can’t hear it.
Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No job details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full job scope in their own words
- Damage photos attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and job template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Windows and Doors lead-intake FAQs
What does a windows and doors intake collect?
Each windows and doors template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are windows and doors leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger windows and doors opportunities without manually reviewing every raw submission first.
Can visitors try a windows and doors intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified windows and doors leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every home improvement intake template
While they’re still using contact forms, you’re booking jobs
Give every website visitor a guided, bilingual, qualifying intake — and turn your windows and doors traffic into signed work.