AI lead intake for contractors
Turn every call, text, and form into a qualified lead — without lifting a finger
AI lead intake for contractors captures incoming enquiries 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.
How the AI lead intake workflow works
Capture the enquiry
A homeowner calls, texts, or submits a form describing their project. The agent receives the message through Twilio or your web form.
Qualify the lead
The agent asks for project type, location, budget, and timeline — and fills gaps the customer left out.
Log the lead
The structured lead is written to a Google Sheet so nothing slips through the cracks and you can track every enquiry.
Notify you
A clean project brief lands in your inbox, ready to review and quote — usually within seconds.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Industries this fits
Related use cases
AI emergency dispatch for contractors
Triage urgent jobs and dispatch the right crew in seconds, day or night
AI quote request automation
Turn quote requests into ready-to-send estimates, without the back-and-forth
AI booking & scheduling for service businesses
Let customers book the right slot while you stay on the job
Why this starts with the AI Agent Index
Lead intake only pays off when leads actually arrive — and being listed in the AI Agent Index is how homeowners' AI assistants find your business and send those projects your way in the first place.
A workflow like this only runs when customers actually reach you. The AI Agent Index is how AI assistants — ChatGPT, Claude, Perplexity, Google AI — discover your business and connect customers to you. List once, and you become the answer AI recommends.
Frequently asked questions
Which channels can the AI agent capture leads from?
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.
What does the qualified lead include?
Project type, location, budget range, timeline, and contact details — plus any specifics the customer mentioned, like materials or access constraints.
Can I adapt the workflow to my trade?
Yes. Open it in the Agentic Planner and change the qualifying questions, the tools, and the destination to match how your business works.