Know which window replacement leads are worth an estimate
Homeowners tell you how many windows need replacing, whether they own or manage the property, and how soon they want the work done, then upload photos of the windows in question, so your team knows which estimates are worth scheduling.
The exact intake your window replacement leads complete
This is the real 6-question guided intake for Window Replacement — the same flow your customers finish before you ever pick up the phone.
What a qualified window replacement lead should tell you
Removing existing window units and installing new ones in the same openings, typically qualified by how many windows need replacing, the current window material, and how soon the homeowner wants the work scheduled.
- Many Windows Replaced
- Building This
- Material Current Windows Made
- Own This Property Or
- Would Like Window Replacement
- Needing Repair Damaged Windows
The questions your team needs answered
Every window replacement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many windows do you need replaced? | More windows means a larger job, so higher window counts push the lead toward a higher score. |
| What type of building is this for? | Building type distinguishes single-family homes from multi-family or commercial properties, which often need a different estimator or scope. |
| What material are the current windows made of? | Current window material helps the estimator prepare the right products, even though it isn't a scored field. |
| Do you own this property or manage it on behalf of the owner? | Confirming ownership filters out inquiries from people who can't yet authorize the work, scoring owner-confirmed leads higher. |
| When would you like the window replacement to happen? | Desired timeline shows how ready the homeowner is to move forward, with 'as soon as possible' scoring highest. |
| Are you needing repair of damaged windows or full replacement with new units? | Separating repair-only requests from full replacement keeps mismatched jobs out of your replacement pipeline. |
How Cliont scores window replacement leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-2 windows
- 3-6 windows
- 7 or more windows
- Not sure
- Own This Property Or: yes
- As soon as possible
See the lead your team receives
Window Replacement 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 window replacement workflows
| Cliont capability | Window Replacement application |
|---|---|
| Conditional branching | Routes 'repair only' answers on the repair-vs-replacement question into a separate track instead of treating them as full window replacement jobs. |
| Weighted scoring | Combines window count, ownership status, and desired timeline so a homeowner replacing 7+ windows who owns the property and wants it done ASAP scores well above a single-window, not-sure, exploratory inquiry. |
| Property-type flagging | Surfaces multi-family or commercial building-type answers so those leads can be reviewed for scope and access before an estimate is scheduled. |
| Automated CRM routing | Sends the completed window count, material, ownership, and timeline answers straight into your CRM so your team can see project scope before reaching out. |
Common window replacement lead scenarios
Whole-house replacement, ready now
Homeowner selects 7 or more windows, confirms they own the property, and wants the work done as soon as possible — the highest-scoring combination in this intake.
Property manager filling out the form
Someone managing on behalf of the owner (not the owner themselves) answers the ownership question with 'no,' which scores lower and flags the lead for a follow-up call to confirm decision-making authority.
Repair inquiry, not replacement
A homeowner selects 'repair only' on the repair-vs-replacement question, signaling this may belong with your repair workflow rather than a full replacement estimate.
Early-stage, just researching
Timeline is set to 'just exploring options' and window count to 'not sure,' pointing your team toward a nurture sequence instead of an immediate site visit.
Multi-family or commercial property
The building-type question comes back as multi-family or commercial, which typically changes scope, access requirements, and who on your team should quote it.
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
Window Replacement lead-intake FAQs
Does the intake separate repair requests from full replacement requests?
Yes. The repair-vs-replacement question lets homeowners indicate whether they want full replacement, a repair, or aren't sure, so leads that only need a repair don't get routed as full replacement estimates.
How does the form handle rental or multi-family properties?
The building-type question captures single-family, multi-family, commercial, or other, and the ownership question separately confirms whether the person filling out the form owns the property or manages it on someone else's behalf.
Does the intake ask about the current window material before the estimate?
Yes, homeowners select the current material (wood, vinyl, aluminum, other, or not sure), which helps your estimator prepare for the right product and installation approach even though this answer doesn't affect the lead's score.
What happens if a property manager submits the form instead of the owner?
Ownership is scored on a yes/no basis, so a 'no' answer still comes through as a lead but scores lower, letting your team decide whether to confirm decision authority before scheduling a visit.
How is urgency measured for window replacement leads?
The timeline question scores 'as soon as possible' highest, followed by within a month, the next few months, and just exploring, so you can see how ready a homeowner is to commit before you respond.
What if the homeowner doesn't know how many windows they need replaced?
The window count question includes a 'not sure' option that still carries meaningful weight, so vague-but-real inquiries aren't scored as low-value by default.
What photos does the intake ask homeowners to upload?
Homeowners upload photos of the windows they want replaced so your estimator can review condition, size, and installation context before driving out.
Turn window replacement visitors into qualified jobs
Give every window replacement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.