Every caller qualified before your team spends a minute
Sarah runs your intake on every call — service type, location, urgency, and the questions specific to your trade — so your team only touches real jobs.
Lead Qualification & Intake
Not every call deserves a callback from your best closer. Sarah works through your intake checklist on every conversation: what the problem is, where the property is, how urgent it feels, whether they are in your service area, and any trade-specific questions you add — brand of the unit, age of the roof, tenant or owner.
The answers land in a structured record, not a scribbled note. Qualified leads move straight to booking or to your team with full context attached; out-of-area or out-of-scope callers are let down politely without eating a technician’s afternoon. You define the bar, and Sarah applies it identically on call one and call one hundred.
How it works
- 01You define the intake questions and what makes a lead qualified.
- 02Sarah asks them naturally in conversation and records structured answers.
- 03Qualified jobs get booked or routed; the rest are closed out politely.
What you get
Your questions, asked every time
Intake is scripted by you and executed without shortcuts. Whether it is the third call of the day or the thirtieth, Sarah collects the same required fields, so estimates and dispatch decisions stop depending on who happened to pick up the phone.
Bad fits filtered early
Out-of-area addresses, services you do not offer, and shoppers with no real intent get a courteous answer and a clean exit. Your calendar and your callbacks are reserved for the jobs you actually want, defined by rules you wrote.
Context travels with the lead
Every qualified lead arrives with the full intake attached — transcript, structured answers, and a summary — synced into your CRM or field-service platform. Your tech walks in knowing the situation instead of re-asking questions the customer already answered on the phone.
Lead Qualification & Intake questions
Can I customize the qualification questions?+–
Fully. The intake is built around your trade and your rules — required fields, disqualifiers, service-area boundaries, and follow-on questions that only make sense for your business. You can change the script whenever your process changes, without retraining anyone.
What happens to callers who do not qualify?+–
They get a polite, on-brand answer — a referral message, a service-area explanation, or whatever you specify — and the call is still logged with a transcript. Nothing is silently dropped, and you can review any qualification decision afterward.
Where do the intake answers go?+–
Each answer is captured as structured data and synced to Housecall Pro, GoHighLevel, ServiceM8, or your calendar alongside the summary and recording. The lead record your team opens already contains everything the caller said about the job.
See lead qualification & intake live
Leave your number — we’ll demonstrate it on a real call with Sarah.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime