Qualify before you burn a half day on the drive.
A short form is right for a phone number. A survey is right when you need to know the scope, the timeline, and whether they own the house before anyone gets in a truck. Same embed code, more questions, asked one step at a time so people finish them.
14-day free trial, no credit card required.
Three questions, then you know.
Each answer is worth the points you set. Cross the line and the homeowner is marked Qualified before anyone picks up the phone.
HARTLINE ROOFING
Step 1 of 3
Do you own the home?
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How surveys work in Revcore
It goes wherever the traffic is.
Paste it into the site you already own
Try it free
The answers reach the team with the lead.
Answers stored against the contact, not in an export
Try it freeLet the answers pick the next step.
Show, hide, jump, redirect, or set the outcome
Try it freeWhat surveys cover.
- Multi-step surveys
- Branching questions
- Embed codes
- Shareable links
- Custom fields
- Choice questions
- Required questions
- Multiple surveys
- Answers on the contact
- UTM capture
- Lead routing
- Automation triggers
Works with the rest of Revcore
Forms and embeds
Short forms when you only need the basics.
Custom fields
The fields a survey fills in for you.
Automations
Turn a response into the right next step.
Lead capture
The whole path from your website to a booked estimate.
Scheduling
Where a qualified homeowner books the estimate.
Tracking and attribution
Which sources send qualified homeowners.
Compare survey and funnel tools
What is a qualification survey for contractors?
A qualification survey is a short, multi-step questionnaire a homeowner fills out before you schedule a visit, so you know the scope, the timeline, and whether the job fits before anyone gets in a truck. Revcore's surveys ask a few questions per step, branch based on the answers, score each response against the points you set, and send every answer to your team with the new lead, so the office can book the estimate with the answers already in hand.
A contact form is right when you only need a name and a phone number. A survey is right when the answers decide whether the drive is worth it: does the homeowner own the house, is it a repair or a full replacement, is it this month or next year.
Because the survey belongs to the CRM, the person who picks up the lead sees what the homeowner already said, instead of asking the same questions again on the phone.
Which plan includes it
Surveys come with the Revcore CRM and its lead capture tools.
Survey responses land on the same pipeline and contact records every plan includes. Automated follow-up after a survey uses ready-made follow-ups on Starter, the automation builder on Pro, and multi-step sequences on Scale, with texts drawn from the two-way texting included on every plan.
Compare plans on the pricing pageSurvey questions, answered.
Still deciding if Revcore fits your crew? Talk to our team.
How is a survey different from a form?
A form is short and asks for the basics. A survey walks through more questions across multiple steps, which is what you want when the answers decide whether the job is worth driving out for.
Can a survey branch based on answers?
Yes. Later questions can depend on earlier answers, so a homeowner who needs a repair and one who wants a full replacement each see only the questions that apply to them.
What questions should a contractor ask to qualify a lead?
The ones that decide whether to drive out: the service needed, repair or replacement, rough timeline, whether they own the home, and the address or zip code. Some trades add a budget range or the age of the existing system. Keep it to what changes your next step.
Can I embed a survey on my own website?
Yes. Surveys get their own embed code and go onto the site you already own, the same way a form does. You can also send a link if you would rather not embed it.
Where do the answers end up?
In the survey's submissions in Revcore, with the qualification score and outcome, and in the new-lead alert your team receives. The lead itself lands on the pipeline as New.
Can the answers change what happens next?
Yes, inside the survey. Branching logic can show or hide questions, jump to a step, show a message, redirect to a page, or set the outcome to Qualified or Not qualified.
Can a qualified homeowner book right away?
Not today. A qualified homeowner's answers land on the pipeline, and your team books the estimate on the Revcore calendar, usually with a quick two-way text, with confirmations and reminders going out automatically.
Will a longer survey cost me leads?
Some, and that is usually the trade you want. A survey is for the moments when knowing the scope up front is worth more than a slightly higher submission count. Keep a short form on the pages where volume matters more.
