Local trucking intake that asks what your dispatch team needs to know
Every local trucking enquiry captures cargo type, shipment weight, and whether pickup and delivery stay within the same metro area, plus load and access photos, so dispatch never sends a truck on the wrong job.
The exact intake your local trucking leads complete
This is the real 7-question guided intake for Local Trucking — the same flow your customers finish before you ever pick up the phone.
What a qualified local trucking lead should tell you
Freight or goods movement between pickup and delivery points that stay within the same metro area, using local trucks rather than long-haul equipment. Qualification hinges on cargo type, weight, and whether both ends of the move are truly local.
- Cargo Be Transported
- How Much Shipment Weigh
- Both Pickup And Delivery
- Truck This Shipment
- Cargo Any Special Equipment,
- Authorized Arrange And Confirm
- Pickup Or Delivery Location
The questions your team needs answered
Every local trucking intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of cargo needs to be transported? | Segments the lead so you can route, price, and prioritize it correctly. |
| Roughly how much does the shipment weigh? | The 2,000-10,000 lb bracket carries the highest weight of any option, since mid-to-large local loads are typically the most profitable to dispatch a truck for. |
| Do both the pickup and delivery locations fall within the same metro area? | A yes/no answer with a 9-vs-3 weight split, since a shipment that isn't truly local is a poor fit for a local trucking dispatch and may belong with regional trucking instead. |
| When do you need the truck for this shipment? | Timing separates a same-day dispatch need from someone still exploring options, which changes how fast the lead needs a response. |
| Does the cargo require any special equipment, such as a liftgate, refrigeration, or flatbed? | Equipment needs like a liftgate or flatbed determine which truck in the fleet can actually take the job, avoiding a mismatched dispatch. |
| Are you authorized to arrange and confirm this shipment on behalf of the business or yourself? | The 8-vs-2 weight split flags inquiries from people who can't confirm the booking themselves, which otherwise risks a dispatch that gets cancelled. |
| Is the pickup or delivery location accessible for a standard truck, or does it have access restrictions? | Access restrictions like narrow streets or low clearance determine whether a standard truck can even reach the site, so this needs to be known before dispatch, not after. |
How Cliont scores local trucking leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 500 lbs
- 500-2,000 lbs
- 2,000-10,000 lbs
- Over 10,000 lbs
- Not sure
- Both Pickup And Delivery: yes
See the lead your team receives
Local Trucking Lead
From first click to qualified lead
Follow owners and general contractors 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 project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for local trucking workflows
| Cliont capability | Local Trucking application |
|---|---|
| Weighted lead scoring | Shipment weight brackets and the same-metro-area answer carry different weights, so a 5,000 lb palletized load booked within one metro area scores higher than an out-of-metro, weight-unknown inquiry. |
| Conditional equipment capture | The multi-select equipment question (liftgate, refrigeration, flatbed) lets dispatch see exactly what gear a truck needs before it's assigned, instead of finding out at the loading dock. |
| CRM routing with lead context | Qualified local trucking leads land in your CRM already tagged with cargo type, weight, and access notes, so dispatch can assign a truck without a callback. |
| Authorization screening | The yes/no authorization question filters out inquiries from people who can't actually confirm the booking, before a truck gets scheduled against them. |
Common local trucking lead scenarios
Same-day pallet run
Shipper needs palletized goods moved today, both stops in the same metro area — the intake flags it for immediate dispatch with no equipment gaps to sort out first.
Cross-metro furniture move
Pickup and delivery fall outside a single metro area and the load needs a liftgate — the lower same-metro weighting signals this may fit regional trucking better than a local run.
Recurring pallet account
Shipper marks the need as recurring or ongoing with a confirmed authorization to book, pointing toward a standing local account rather than a one-off job.
Restricted-access delivery
Heavy equipment over 10,000 lbs with limited site access (narrow streets, low clearance) — the intake surfaces the access and flatbed needs so the right-sized truck gets dispatched, not the standard one.
Unverified booking inquiry
Someone submits without confirming they're authorized to book and marks the weight as not sure — a lead worth a follow-up call before a truck gets assigned.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 trucking intake templates
Local Trucking lead-intake FAQs
What happens when a shipper's pickup and delivery aren't actually in the same metro area?
The intake asks directly whether both locations fall within the same metro area, and a 'no' answer carries a lower weight than a 'yes.' That keeps true local jobs prioritized while flagging cross-metro requests that may be a better fit for regional trucking.
Can shippers submit a request if they aren't sure how much the shipment weighs?
Yes — 'Not sure' is a valid answer on the weight question and still scores the lead, just lower than a confirmed weight bracket, so your team can call to nail down the details before dispatch.
Does the intake capture special equipment needs like a liftgate or flatbed?
Yes, shippers select any special equipment needed — liftgate, refrigeration, or flatbed — as a multi-select question, so dispatch knows what truck and equipment to assign before confirming the job.
How does the intake protect against booking a job for someone who isn't authorized to confirm it?
A dedicated yes/no question asks whether the person is authorized to arrange and confirm the shipment. A 'no' answer scores well below a 'yes,' surfacing inquiries that need a decision-maker follow-up before a truck gets committed.
What if the pickup or delivery site has narrow streets or low clearance?
The intake asks about site accessibility directly, with options for fully accessible, limited access, or not sure. That answer is captured before dispatch, not discovered by a driver stuck outside a loading dock.
How are recurring or ongoing shipment needs different from one-off requests?
The timing question includes a 'recurring or ongoing need' option, which helps you spot standing-account opportunities distinct from single-trip local jobs.
Turn local trucking visitors into qualified projects
Give every local trucking visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.