Know which patio door leads are worth an estimate visit
Ask homeowners the door type, opening width, and whether it's a straight swap or a new opening, then collect photos of the current door area so your team walks in prepared, not guessing.
The exact intake your patio door installation leads complete
This is the real 7-question guided intake for Patio Door Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified patio door installation lead should tell you
Installation of sliding, French, or bifold patio doors, either replacing an existing unit or framing a new opening, qualified by door type, opening size, and the condition of the surrounding wall.
- Patio Door Install
- This Replacement Existing Patio
- Already Purchased Patio Door,
- Own This Property Or
- There Any Visible Structural
- Soon Would Like Installation
- Approximate Width Patio Door
The questions your team needs answered
Every patio door installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of patio door are you looking to install? | Door type (sliding, French, or bifold) changes installation complexity, hardware needs, and pricing before the crew even shows up. |
| Is this a replacement of an existing patio door or a new opening? | Whether it's a same-size replacement, a resized opening, or a brand new opening requiring wall work directly drives the scope and cost of the job. |
| Have you already purchased the patio door, or do you need help selecting one? | A homeowner who already bought a door is ready to schedule install, while one who needs help selecting still requires a product conversation first. |
| Do you own this property or manage it on behalf of the owner? | Owner-occupied leads carry more decision authority and are weighted higher than property-manager submissions acting on someone else's behalf. |
| Is there any visible structural damage, rot, or water intrusion around the current door area? | Visible rot or water intrusion around the door area often means added repair work is needed before the new door can be installed. |
| How soon would you like the installation completed? | Timeline weight separates homeowners ready to move now from those just gathering information, letting urgent requests surface first. |
| What is the approximate width of the patio door opening in feet? | An approximate opening width gives the installer a rough sizing reference ahead of the visit, catching unusually large or nonstandard openings early. |
How Cliont scores patio door installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Replacement, same size opening
- Replacement, resizing the opening
- Brand new opening requiring wall work
- Not sure
- Own This Property Or: yes
- As soon as possible
See the lead your team receives
Patio Door 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 patio door installation workflows
| Cliont capability | Patio Door Installation application |
|---|---|
| Weighted scoring | Ranks 'as soon as possible' patio door requests above 'just exploring' enquiries automatically, using the timeline field's built-in weights. |
| Photo capture | Homeowners upload images of the existing door and opening so installers can spot rot, sizing issues, or wall work before committing to a site visit. |
| Ownership verification | Separates owner-occupied submissions from property-manager submissions, since the two carry different decision-making weight in the scoring model. |
| Free-text measurement field | Captures the homeowner's estimated opening width in feet, giving your team a rough sizing gauge before the door type or door itself is finalized. |
Common patio door installation lead scenarios
Straight swap, ready now
Owner-occupied homeowner wants a same-size sliding door replacement done as soon as possible — the intake's ownership and timeline weights push this to the top of the queue.
New opening, wall work needed
Homeowner wants to add a patio door where none existed, meaning the opening isn't ready-made — the intake flags this as a bigger scope so it's quoted, not just measured.
Rot or water damage spotted
The homeowner reports visible damage around the current door frame, signaling extra carpentry or repair work may be needed before the new door can go in.
Undecided on door style
Homeowner hasn't purchased a door and isn't sure whether they want sliding, French, or bifold — the intake still captures opening width and timeline so sales can guide the selection.
Property manager, months out
A property manager submits on behalf of an owner with no urgency, a combination the intake scores lower than an owner-occupied, near-term request.
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 windows and doors intake templates
Patio Door Installation lead-intake FAQs
What if the homeowner hasn't bought a door yet?
The intake asks whether the door is already purchased or the homeowner needs help selecting one, so your team knows if the call is a straightforward install quote or a product consultation.
Can the intake tell us if it's a replacement or a brand new opening?
Yes — homeowners specify whether it's a same-size replacement, a resized opening, or a brand new opening requiring wall work, which are weighted differently since scope and cost vary widely.
How does the form handle reports of rot or water damage?
There's a dedicated yes/no question about visible structural damage, rot, or water intrusion around the current door area, so your estimator can flag it as a scoping item before the visit.
Does the intake capture door size before we dispatch anyone?
Homeowners enter the approximate opening width in feet as free text, giving your team a rough sizing reference to prep materials or catch obviously nonstandard openings ahead of time.
How is an 'exploring options' lead scored differently from an urgent one?
Timeline answers are weighted from 'as soon as possible' down to 'just exploring options,' so ASAP requests surface above longer-horizon enquiries without you having to manually sort them.
Can we tell if the person filling out the form is the homeowner or a property manager?
The intake asks directly whether the submitter owns the property or manages it on behalf of the owner, and weights owner-occupied leads higher since they typically have faster decision authority.
Turn patio door installation visitors into qualified jobs
Give every patio door installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.