Multi-Step Intake Forms
Specialized intake flows for kitchen, bathroom, basement, deck, exterior, flooring, and painting projects — structured to capture exactly what you need.
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Feature
Lead Intake & Sales Pipeline
Capture, qualify, and convert leads with structured intake forms, auto-calculated estimates, pipeline visualization, and GoHighLevel CRM sync.
What's included
Auto-Calculation
Intake form responses automatically feed into cost estimates — so you have ballpark numbers before the first call.
PDF Export
Export any intake summary as a branded PDF — ready to share internally or with the client.
Pipeline Visualization
Visual sales pipeline with drag-and-drop stage management. See every lead's status from new inquiry to signed contract.
Lead Status & Priority
Filter leads by status, source, and priority. Focus your team on the highest-value opportunities.
Conversion Tracking
Track lead-to-job conversion rates by source, rep, and project type. Know exactly what's working.
Revenue Forecasting
Project revenue from your active pipeline by stage and probability so you can plan ahead with confidence.
GoHighLevel CRM Sync
Sync opportunities and contacts with GoHighLevel. Update lead status in BuilderSolve and it reflects in GHL automatically.
Close more jobs.
Lose fewer leads.
A structured intake and pipeline process means nothing falls through the cracks.