Incoming Lead Intake

itc-book

itc-book

New Lead Information

First Name *

Last Name *

Phone *

Email *

Address

Street Address

City

State

Country

Country

Postal code

NOTE: An address is required if "Lead Status" = "Quote Requested".

Lead Status *

Select option

New Lead
Quote Requested
No Show / Reschedule
Not Ready Yet / Follow Up
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How can we help? (Internal Notes) *

Conversation Recap Notes (Sent to client)

Send Conversation Recap?

Send - Conversation Recap

Send - Thank You Message

Don't Send Anything

AI Andy Follow Up *

Yes
No
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AI Andy Follow Up Task Notes

Follow Up On

Entity Type *

Residential
Commercial
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Company Name (for Proposal) *

ABN (for Proposal) *

Number of Phases *

1
2
3
Not sure
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Roof Type *

Metal Tin
Tile Concrete
Kliplock
Tile Clay
Tile Slate
Composition / Asphalt Shingle
Flat Concrete
Flat Foam
Membrane EPDM
Membrane PVC
Membrane TPO
Metal Decramastic
Metal Shingle
Metal Standing Seam
Metal Stone Coated
Tar and Gravel / Bitumen
Thatched
Wood/Shake Shingle
Other
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Sun Smart SC