Can you describe what your vehicle is doing?
A
Auto Repair Intake Form
Concierge agent · 2.5K uses
Concierge Agent
Qualify Home Service Leads
Your intake form loses jobs to faster contractors. Estimate request forms say 'kitchen remodel.' Your concierge learns it's a full gut renovation, they want to move the gas line, budget is firm at $40K, and they're getting three quotes. Now you send the right estimator with realistic expectations—or pass on jobs you can't win.
Accurate project scope
Emergency job routing
Ready estimates
Used 1,400+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask about their budget range and flexibility
Ask if they're getting other quotes and what their timeline is
How it adapts
Follow-ups that change based on what people say.
If the job involves permits, ask if they've checked local requirements
If they mention water damage, ask about the source and timeline
Where it routes people
Different paths for different answers.
If it's an emergency, route to on-call dispatch
If the budget doesn't match the scope, set expectations before scheduling
Automations it can trigger
Actions that fire the moment a response comes in.
Create a Buildertrend project with scope, budget, and timeline details
Sync lead to HubSpot with project classification and value estimate
Create a Jobber job request with service details and scheduling priority
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Your form says "kitchen remodel." Your concierge learns it's a full gut renovation, they want to move the gas line, the timeline is flexible but budget is firm at $40K, and they're getting three quotes. Now you send the right estimator with realistic expectations—or pass on jobs you can't win.
Getting started
- 1
Share the questions that determine scope and pricing
- 2
Define what makes a job worth sending a crew for
- 3
Connect to Buildertrend, Salesforce Construction Cloud, and Jobber
- 4
Replace your request form and stop wasting site visits
Template Details
- Agent Type
- Concierge
- Category
- Home services intake
- Role
- SalesOperations
- Business outcome
- Convert more leadsOperate more efficiently
- Job to be done
- Qualify leadsRun client intake
- Journey stage
- Intake & qualification
- Integrations
- Buildertrend, Hubspot, Jobber
- Times Used
- 1,400+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- A homeowner submits 'plumbing repair' through your contact form, but you have no idea if it's a dripping faucet or a burst pipe flooding their basement — so you call back with generic questions while they're already talking to your competitor.
- Static contractor forms collect basic contact info but miss critical details like project timeline, budget range, and property access — forcing your estimator to show up unprepared and guess at pricing.
- Home improvement lead forms treat every request the same, whether it's an emergency furnace failure in winter or a planned deck installation for spring — no way to prioritize or route appropriately.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations ask specific follow-ups based on service type — system age for HVAC, water damage extent for plumbing, square footage for flooring — so you respond with informed estimates instead of generic callbacks.
- Dynamic intake captures photos, measurements, budget expectations, and scheduling constraints in one conversation, giving your team everything needed to quote accurately on the first call.
- Smart routing identifies emergency requests and flags them immediately while guiding planned projects through detailed scope conversations — urgent jobs never sit in your regular queue.
What makes a good home services intake form?
A home services intake form captures project details between homeowners and contractors before the first call. Traditional forms collect name, phone, and service type — but miss the context needed to quote accurately. When someone requests 'bathroom remodel,' that could mean new fixtures or complete gut renovation. This template uses conversational intake to ask follow-up questions based on the specific service, capturing scope, timeline, budget range, and urgency. The result is qualified leads with enough detail to provide realistic estimates and schedule appropriately.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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