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Home / Free tools / Lead intake checklist

Free lead intake checklist

Capture enough detail to respond and assign well.

Use a practical checklist for contact details, service need, location, urgency, source, consent, ownership, and the next response.

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Tool workspace

Lead intake checklist

Complete each step

0/10 completed

Confirm full name Confirm a working phone number Capture email when useful Record the requested service Confirm the service address Ask about urgency and safety Record the real lead source and campaign Capture SMS and email consent separately Assign an owner and status Set the next response and due time

This planning tool provides an estimate, not tax, accounting, legal, or financial advice.

Useful next steps

Keep the answer connected to the workflow.

Relevant featureLead managementView feature → Industry workflowLocksmith softwareView industry → Practical guideLead response guideRead guide → Another free toolMarketing ROAS calculatorOpen tool →

Try Fieldiz with your real workflow

Move from a one-time worksheet to connected leads, jobs, documents, communication, and reporting.

Start your 14-day trial Explore all free tools

Calm control for busy field teams.

Product Product overview Lead management Scheduling & dispatch Customer portal Recurring service Business phone AI receptionist Customer inbox Online booking & forms

Industries Garage door Locksmith HVAC Plumbing All industries

Resources Pricing Field service guides Free tools Integrations Mobile app Refer & earn Security

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