Know which mechanical maintenance leads deserve a capability review
Buyers select the equipment type, report whether it's down or just due for upkeep, and confirm they hold approval authority at the facility — along with a nameplate photo — before Cliont scores the request and sends it to your CRM.
The exact intake your mechanical maintenance leads complete
This is the real 6-question guided intake for Mechanical Maintenance — the same flow your customers finish before you ever pick up the phone.
What a qualified mechanical maintenance lead should tell you
Repair, inspection, and upkeep of mechanical equipment — motors, pumps, gearboxes, conveyors, and related drivetrain components — at industrial facilities, ranging from emergency breakdown response to scheduled upkeep.
- Mechanical Equipment Service
- Current Status Equipment
- This Equipment Located At
- Have Authority Approve Maintenance
- Facility Have Existing Maintenance
- Briefly Describe Mechanical Issue
The questions your team needs answered
Every mechanical maintenance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of mechanical equipment needs service? | The multi-choice equipment type determines which categories carry the highest weight — motors, pumps, and conveyors score above general HVAC mechanical or unspecified equipment — so your team can route by specialty. |
| What is the current status of the equipment? | Equipment status is the main urgency driver, separating a down line that needs an immediate response from equipment that's simply due for scheduled upkeep. |
| Is this equipment located at an active industrial or manufacturing facility? | Confirming the equipment sits at an active industrial facility is the strongest urgency signal in the catalog, and a 'no' answer scores noticeably lower. |
| Do you have authority to approve maintenance work at this facility? | Approval authority tells you whether the requester can actually greenlight the work, preventing a capability review from being booked with someone who can't sign off. |
| Does the facility have an existing maintenance team involved in this request? | Knowing whether an internal maintenance team already leads the effort clarifies if you're being brought in to support existing staff or to cover the job end to end. |
| Can you briefly describe the mechanical issue or maintenance need? | The free-text description gives technicians the specific symptom or failure mode ahead of time, so the capability review isn't spent on basic diagnosis. |
How Cliont scores mechanical maintenance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Motors or drives
- Pumps or compressors
- Conveyors or material handling
- Gearboxes or bearings
- HVAC mechanical systems
- Other equipment
Urgency signals
- Down, not operating
- This Equipment Located At
See the lead your team receives
Mechanical Maintenance 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 mechanical maintenance workflows
| Cliont capability | Mechanical Maintenance application |
|---|---|
| Conditional branching | When a buyer selects 'down, not operating' for equipment status, the intake weights the lead as urgent; 'running fine, needs scheduled upkeep' routes as a lower-priority request without changing the form structure. |
| Multi-select equipment tagging | Because equipment type is a multi-choice field, a single request covering both a conveyor and its gearbox is tagged for both categories so the right technicians see it. |
| Facility and authority gating | Combining the active-facility and approval-authority answers lets you spot requests from non-industrial sites or non-decision-makers before your team schedules a capability review. |
| Free-text triage capture | The mechanical issue description field is passed straight into the CRM record so technicians arrive with context instead of starting from a blank work order. |
Common mechanical maintenance lead scenarios
Motor down on active line
A pump or motor is down at an active industrial facility and the requester has approval authority — the intake flags this as urgent and high value before it reaches your team.
Scheduled gearbox upkeep
Equipment is running fine and the internal maintenance team just needs outside support for scheduled bearing or gearbox work — a lower-urgency lead that still routes cleanly to your CRM.
Facility type unclear
A requester submits a mechanical issue but the intake can't confirm the site is an active industrial facility, so it's scored differently than a confirmed plant location.
No approval authority yet
A facilities coordinator describes a conveyor issue but isn't authorized to approve the work — the lead still comes through, but flagged so your team knows to confirm the decision-maker before quoting.
New equipment install
A plant with no internal maintenance team needs setup support on newly installed HVAC mechanical systems, a distinct scenario from a breakdown or scheduled service request.
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 industrial maintenance intake templates
Mechanical Maintenance lead-intake FAQs
How does the intake separate an emergency breakdown from routine upkeep?
The equipment status question distinguishes 'down, not operating' from 'running fine, needs scheduled upkeep' and weights them differently, so a stopped motor scores higher than a routine bearing check.
Does this intake cover electrical issues too, or just mechanical?
The equipment type question only covers mechanical categories like motors, pumps, gearboxes, and conveyors — electrical-specific requests are better suited to the Industrial Electrical Maintenance intake.
What happens if the person filling out the form can't approve the work?
The approval-authority question still lets the lead through but scores it lower than a confirmed decision-maker, so your team knows to confirm who signs off before quoting anything.
Can this intake handle facilities that already have their own maintenance team?
Yes — the intake asks whether an internal team leads the request or needs support, so you can tell at a glance whether you're supplementing existing staff or covering the full job.
What photos or details should buyers submit with a mechanical request?
Beyond the multiple-choice fields, the free-text question lets buyers describe the specific mechanical issue in their own words, which feeds directly into the work order notes your team sees.
How is this different from the Preventive Maintenance Program intake?
This intake is built for a specific reported mechanical issue or one-off service need, while Preventive Maintenance Program leads are for buyers setting up recurring scheduled coverage.
Turn mechanical maintenance visitors into qualified projects
Give every mechanical maintenance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.