Book or estimate
The service, area, timing and scope fit. Offer the next available phone estimate, inspection or site visit.
// INTAKE BEFORE TRAVEL
Tradie lead qualification system
A tradie lead qualification system collects the facts you need before you book a site visit. Use the checklist below by phone, text or web form, then route each enquiry to a booking, a clarification step or a polite no-fit response.
Last updated: 27 August 2026
// SEVEN CHECKS
What to ask before you book the visit
Start with the customer's problem, then gather only what changes the next action. The prompts are written so an office person, owner or automated form can use the same intake logic.
- 01
Is the job a service you do?
Ask: “What do you need done, and what is happening now?”
Stops unrelated work and vague requests reaching the booking calendar.
- 02
Is the property in your service area?
Ask: “What is the job postcode and street suburb?”
Checks travel time and avoids promising a visit outside your normal area.
- 03
Can you see enough to assess the next step?
Ask: “Can you send two or three photos, or a short video if the issue moves or makes a sound?”
Gives the person quoting useful context before a phone call or site visit.
- 04
When does the customer need it?
Ask: “Is this urgent, needed by a set date, or still at the planning stage?”
Separates immediate work from future estimates without treating either as a bad lead.
- 05
Does the expected scope match the job?
Ask: “Do you have a rough budget range, approved scope or comparable quote?”
Surfaces a major mismatch before anyone spends an hour travelling and measuring.
- 06
Who can approve the work?
Ask: “Who owns the property or signs off the quote, and should they be included in the appointment?”
Prevents a completed site visit ending with a second decision process nobody planned for.
- 07
What should happen next?
Ask: “Would a phone estimate, paid inspection, site visit or polite referral be the right next step?”
Qualification should route the enquiry, not force every person into the same booking.
// ROUTING RULES
Give every suitable enquiry a clear next step
Qualification is useful when it reduces uncertainty. A simple three-lane rule is easier for staff to follow than a hidden score nobody trusts.
Ask one useful question
The job may fit, but photos, access, timing or decision authority are missing. Ask for the missing fact and pause.
Close the loop politely
Explain the mismatch in one sentence. Refer the customer elsewhere when you know a suitable option, then record the reason.
Do not use budget, postcode or a single answer as an automatic reason to reject someone. Use the full context, offer an accessible way to speak with a person, and collect only the information needed to decide the next step.
// PHONE SCRIPT
A short opening your team can use
“I can help work out the right next step. I will ask what is happening, where the job is and when you need it. Photos can save you a site visit if they show enough. If we are not the right fit, I will tell you directly.”
// RECORD WITH THE LEAD
- Lead source and date received
- Service and postcode
- Timing, photos and access notes
- Next action, owner and due time
- Outcome and no-fit reason, if relevant
// AUTOMATE SECOND
Put the working intake into the tools you already use
Test the questions manually first. Once they produce useful booking decisions, Web Blend can turn the same intake into a web form, missed-call text flow or job-system workflow.
// WEB FORM + WORKFLOW
Automation setup
Route suitable leads, ask for missing details and assign the next action without building a second admin system.
See automation services → // JOB MANAGEMENTServiceM8 setup
Carry the intake details into the job card, booking process and quote follow-up already used by the team.
See ServiceM8 automation → // CRM + FOLLOW-UPGoHighLevel for tradies
Use pipeline stages, forms and follow-up when the business needs a lead layer before the job-management system.
See the GoHighLevel setup →// CHECK THE OUTCOME
Measure fit and bookings, not form completion alone
Review the reasons leads move into each route. Track suitable enquiries, site visits booked, quotes sent, jobs won and no-fit reasons. The free calculator then shows whether changes before the quote are improving the final result.
// FREE TOOL Quote Win Rate CalculatorEnter quotes sent and accepted, then compare the current result with an editable target.
Run the calculator →// ONE WORKFLOW, CLEAR ROUTES
Map the intake before you automate it
Show us how enquiries arrive and where job details live now. We will map the shortest useful intake, the three routes and the systems that need to pass the information on.
Get my intake workflow mapped