By the Cliont product team
windows and doors lead intake software for contractors

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.

Video greetingGuided intakePhoto uploadInstant lead scoring
Live previewQuestion 1 of 5
How many windows do you need installed?
1 window
2-5 windows
6 or more windows

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 intake preview
5-question intake

New Window Installation

Installation of new windows in a residential or rental property, including replacements or additions to existing openings.

Preview intake →
Skylight Installation intake preview
7-question intake

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 intake preview
7-question intake

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 intake preview
6-question intake

Window Repair

Professional repair service for damaged, broken, or malfunctioning windows including glass, frames, seals, and hardware.

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Energy-Efficient Windows intake preview
7-question intake

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 intake preview
6-question intake

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 intake preview
7-question intake

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 intake preview
6-question intake

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 intake preview
6-question intake

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 intake preview
6-question intake

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 intake preview
6-question intake

Window Replacement

Assistance for homeowners and property managers seeking to replace existing windows with new units for improved function or appearance.

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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.

Basic contact form

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
Cliont intake

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.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every home improvement intake template

View all home improvement intake templates →

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.