Turn window installation enquiries into estimate-ready leads
Homeowners tell you how many windows they need, whether it's a replacement or new opening, and how soon they want it done — all before you drive out. Upload window photos so your team walks in with the full picture.
Preview your new window installation intake
Explore 5 questions from the New Window Installation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified new window installation lead should tell you
Installation of one or more new windows in a residential or rental property, either replacing an existing window or framing a new opening, scoped by unit count and property type before an estimate visit.
- Many Windows Installed
- This New Openings Or
- Property This
- Own This Property Or
- Soon Would Like Installation
The questions your team needs answered
Every new window installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many windows do you need installed? | Window count is the clearest early signal of job size, so a 6-plus-window request should stand out from a single-window swap. |
| Is this for new openings or replacing existing windows? | Whether it's a new opening, a replacement, or both changes the scope of work your estimator needs to prepare for. |
| What type of property is this for? | Commercial and multi-family properties often carry different permitting or ownership complexity than a single-family home. |
| Do you own this property or manage it on behalf of the owner? | Owners can authorize work directly, while someone managing on behalf of an owner may need an extra approval step before you quote. |
| How soon would you like the installation to happen? | Timeline separates homeowners who need an estimate scheduled right away from those still in the planning stage. |
How Cliont scores new window installation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1 window
- 2-5 windows
- 6 or more windows
- Not sure
- Own This Property Or: yes
- As soon as possible
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
New Window Installation 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 new window installation workflows
| Cliont capability | New Window Installation application |
|---|---|
| Lead scoring engine | Combines window count and installation timeline into a single priority score, so a 6-window ASAP job outranks a single-window 'just planning ahead' enquiry. |
| Conditional branching | Adjusts follow-up based on whether the homeowner selected new opening, replacement, or both, since framing work and swap-outs need different information. |
| Ownership verification | Flags leads where the person filling out the form manages the property on behalf of the owner, so your team knows authorization may need confirming. |
| Photo upload widget | Collects photos of the existing window opening before the estimate, tied directly to the lead record in your CRM. |
| CRM routing | Sends the property type (single-family, multi-family, or commercial) into your CRM as a tag so estimators can prioritize by job type. |
Example new window installation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Whole-house replacement, ready now
Homeowner needs 6 or more windows replaced and wants the work done as soon as possible — the intake surfaces both signals so it lands as a high-priority estimate.
Single window swap, just researching
Only 1 window and 'just planning ahead' on timeline — still worth routing to your CRM, but distinguishable from an urgent multi-window job.
Property manager on a rental unit
Someone managing on behalf of the owner (not the owner themselves) requesting windows for a multi-family unit — flagged differently since authorization to proceed may need a step before quoting.
New opening vs. straightforward swap
A homeowner framing a brand-new opening needs different scoping than a like-for-like replacement — the intake captures which one it is before your team estimates.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 windows and doors intake templates
New Window Installation lead-intake FAQs
How does the intake handle a homeowner who doesn't know how many windows they need?
The 'Not sure' option is a valid answer with its own weight, so the lead still gets scored and routed to your CRM rather than getting stuck or abandoned.
Can I tell the difference between a homeowner and a property manager filling out the form?
Yes — the ownership question weights owner-occupied leads higher than someone managing on behalf of the owner, since authorization to proceed can differ.
Does the intake distinguish new construction openings from straightforward window replacements?
Yes, homeowners select whether it's a new opening, a replacement, or both, so your team knows the scope before the estimate call.
What if the lead is for a commercial building instead of a home?
The property type question separates single-family, multi-family/rental, and commercial buildings, so commercial enquiries can be routed or handled with a different process.
What photos does the intake ask for before an estimate?
Homeowners are prompted to upload photos of the existing window opening and surrounding wall, giving your team a first look at scope before the visit.
How quickly do urgent leads get flagged?
Answers of 'as soon as possible' on timeline are weighted highest, so those leads stand out from someone who is just planning ahead when they hit your CRM.
Turn new window installation visitors into qualified jobs
Give every new window installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.