AI Intake Forms for Contractors

Client Intake Forms for Contractors & Home Services

Qualify jobs, collect project details, and book more profitable work.

Whether you're a general contractor, electrician, plumber, roofer, or home improvement specialist, HeyIntake helps you capture job details and identify the best opportunities.

Why Contractors Need Smarter Job Qualification

Time is money in the contracting business. Every hour spent on bad estimates is an hour you could be working on a paying job.

The traditional way contractors handle leads is broken. Someone calls or fills out a form, you drive across town, spend an hour measuring and discussing, write up a detailed estimate — and then never hear from them again. Meanwhile, a serious customer with a $50,000 renovation project got your voicemail and called the next contractor on the list.

HeyIntake changes this dynamic. Our AI-powered intake forms capture project details, photos, budget range, and timeline before you leave your current job site. Our adaptive scoring identifies serious buyers versus price shoppers, so you know which estimates are worth your time.

For general contractors, plumbers, electricians, roofers, and home service professionals, this means fewer wasted trips, higher close rates, and more time spent on profitable work.

Common Challenges for Contractors

Sound familiar? HeyIntake solves these problems automatically.

Driving to Bad Estimates

Wasting time and fuel driving to quote jobs that are too small, out of scope, or won't close.

Incomplete Job Information

Showing up to estimates without enough details to provide accurate quotes.

Price Shoppers

Spending time on detailed estimates for customers who are just collecting quotes with no intent to hire.

Missed Details = Change Orders

Jobs go over budget because important details weren't captured before the quote.

No Way to Prioritize

Treating a $500 repair request the same as a $50,000 renovation inquiry.

Follow-Up Falls Through

Good leads get lost in the shuffle when you're busy on job sites all day.

Example Intake Form Fields for Contractors

Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.

Contact Information

  • Name and phone number
  • Property address
  • Best time to call
  • How did you hear about us?
  • Homeowner or property manager?

Project Details

  • Type of work needed
  • Detailed description of the job
  • Approximate square footage
  • Age of home/building
  • Photos of the work area

Timeline & Budget

  • When do you need this completed?
  • Is this an emergency?
  • Budget range for the project
  • Have you gotten other quotes?

Property Access

  • HOA approval needed?
  • Permit requirements known?
  • Best days for site visit
  • Any access restrictions?

Example Contractor Intake Form

Here's what an effective contractor quote request form looks like:

Kitchen remodel
Type here...
Enter response...
ASAP
$5K-$15K
Yes
Weekday mornings
AI-Powered Adaptive Scoring

AI-Powered Job Qualification for Contractors

HeyIntake's AI helps you identify high-value jobs and serious customers before you drive across town for an estimate.

  • Project size and estimated value
  • Timeline urgency and flexibility
  • Budget range vs. scope of work
  • Homeowner readiness to proceed
  • Previous contractor quotes (price shopping signals)
AI Score ExampleHigh Priority
88

The Anderson Family

Kitchen Remodel • $45K Budget • Ready to Start

"Full kitchen renovation, budget aligns with scope, financing approved, flexible timeline. Homeowners, not investors. Prioritize estimate scheduling."

How HeyIntake Works for Contractors

From lead to qualified estimate in three simple steps

1

Customers Submit Details

Homeowners provide project info, photos, budget, and timeline through your intake form.

2

AI Identifies Best Jobs

Our AI scores each lead based on project value, budget alignment, and buyer readiness.

3

Focus on Profitable Work

Prioritize estimates for serious customers with real budgets and realistic timelines.

How Contractors Use HeyIntake

Pre-Qualify Before You Drive

Know if a job is worth the trip before you leave the current site.

Estimate More Accurately

Arrive at estimates with photos, measurements, and details already in hand.

Respond to Emergencies Fast

Get instant alerts when customers submit urgent service requests.

Never Lose a Lead

Built-in CRM tracks every inquiry so nothing falls through when you're on the job.

HeyIntake for Other Service Professionals

Explore how other industries use AI-powered intake forms

Have questions about HeyIntake for contractors?

Ready to Book More Profitable Jobs?

Join other contractors using HeyIntake's AI-powered intake forms to qualify leads and onboard clients faster.

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