Lead generation
AI lead intake for contractors
Every call, text, and form becomes a qualified lead brief — asked in your words, and handed to you ready to quote
AI lead intake for contractors captures incoming inquiries from any channel, asks the right qualifying questions, and delivers a clean project brief straight to your inbox. No more missed details or half-filled forms — just pre-qualified leads ready to quote.
Last reviewed
Can AI take a homeowner’s inquiry and qualify it for me?
Yes, and it hands you a brief rather than a message. The agent asks for project type, location, budget and timeline in the customer’s own words, fills the gaps they skip, and reaches you ready to quote.
- Answers
- What you take on, and where
- Hands over
- A qualified project brief
- Not yet
- Quoting or scheduling the job
Your customers are already asking AI
These are the kinds of prompts people now type into an AI assistant — the demand this workflow is built to serve.
“find a contractor for a kitchen remodel near me”
“who can quote a home renovation in my area”
“I need a builder for an extension — get me a few options”
“recommend a trusted local contractor for a bathroom job”
So how does a customer's AI find this at all?
This workflow only matters if inquiries reach you. Make your services and this intake available to AI, so when a homeowner asks their assistant for help, AI can point them to you and start the brief — on your terms.
You describe the trades you take on, the areas you cover and what you need to know before quoting — and Fugentic publishes that as an MCP server: the thing that lets an AI assistant ask your business a question and get a real answer back. It is registered from the platform, so an agent finder, the index an assistant checks to see what is available, can pick it up.
Then a homeowner asking their assistant for someone to do a kitchen remodel gets a real account of the work you take on and the areas you cover — and a qualified brief reaches you while they are still deciding, not after they have called three others.
- 1You describe what you sell
- 2It's published and registered
- 3A customer's assistant asks
- 4It answers in your words
- 5The details reach you
What AI can and cannot do here today
What AI can do today
- It can explain which trades you take on, which areas you cover, and what you do not do.
- It can ask the qualifying questions you would ask, and fill the gaps a customer leaves out.
- It can hand you a structured brief — project, location, budget range, timeline and contact details.
What it cannot do yet
- It cannot quote the job. It gets you to the point of quoting; the number is yours.
- It cannot arrange the visit. No bookings, no orders, no payments — you take it from the brief.
Everything on the left is what a text-based setup supports today. Quoting against live data, and taking the booking itself, need server types we hope to add later.
How the AI lead intake workflow works
- 1
Capture the inquiry
A homeowner calls, texts, or submits a form describing their project. The agent receives the message through Twilio or your web form.
- 2
Qualify the lead
The agent asks for project type, location, budget, and timeline — and fills gaps the customer left out.
- 3
Log the lead
The structured lead is written to a Google Sheet so nothing slips through the cracks and you can track every inquiry.
- 4
Notify you
A clean project brief lands in your inbox, ready to review and quote — usually within seconds.
Tools in this workflow
These are the tools the workflow touches. Map them in the Agentic Planner to describe what your agent can do.
Twilio
Send SMS and MMS messages, initiate and monitor phone calls, look up phone number metadata, and manage Twilio messaging resources from agent workflows.
Google Sheets
Integrate an AI agent with Google Sheets to read, write, and sync data — agents log results, look up reference tables, and update task status directly in your spreadsheets.
Gmail
Send, read, search, and manage emails through Gmail
Industries this fits
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
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AI booking & scheduling for service businesses
Let customers start a booking in their own words while you stay on the job
Frequently asked questions
Phone calls and SMS via Twilio, plus web forms on your site. The agent handles them all the same way and produces one consistent lead brief.
Project type, location, budget range, timeline, and contact details — plus any specifics the customer mentioned, like materials or access constraints.
Yes. Open it in the Agentic Planner and change the qualifying questions, the tools, and the destination to match how your business works.
A directory holds a listing about you; an agent finder — the index an assistant checks to see what is available — can point the assistant at something it can actually ask. Fugentic publishes your services as that agent and registers it, so what the assistant works from is your own description of the work you take on.
Make your services available to AI
Describe what you sell, what it costs and how you decide — then publish it as an agent an assistant can ask. No code.