Capture and measurement

Qualified Intake Forms

Short, service-specific forms that capture what a person needs and where they are before any introduction is made.

Apply to Partner

People agree to how their information is shared before they submit.

1partner per ZIP, per vertical
6verticals available
4.5+star standard to join

Qualified Intake Forms are how Handvetted makes sure introductions arrive ready to act on. Before a person is introduced to a partner, they share the details that matter for that service, such as the type of damage, the rooms involved, or the coverage they want reviewed. It is part of our Internet Marketing Service.

Forms are short and specific to each vertical. A restoration form asks about emergencies and insurance claims, while a renovation form asks about rooms, scope, and budget. Partners receive what they need without a long discovery call.

Forms and calls work together. Some people prefer to call right away, and some prefer to describe their project first. Offering both means more of the people searching in your area become introductions, and every one of them is tracked in the same dashboard.

Intake forms are built for all six verticals: roofing, HVAC, restoration, renovation, mortgage and refinance, and homeowners insurance. Calls and form introductions are priced separately.

Every form includes clear consent language, so people know how their information will be shared before they submit, and details reach partners through secure channels.

What forms capture

What qualified intake forms collect

Examples of the details captured by vertical.

Location

The ZIP code that determines which partner is introduced.

Service type

The specific work the person needs.

Urgency

Whether the need is an emergency, as in restoration.

Project scope

Rooms, size, or the extent of the work.

Budget range

Where relevant, such as renovation projects.

Insurance or financing

Whether a claim has been filed or financing is of interest.

How it works

How Qualified Intake Forms Work

Four steps from a form to your introduction.

01

A person chooses a service

They start the intake form for their need.

02

Details are captured

Short, specific questions collect the essentials.

03

Consent is given

They agree to how their information will be shared.

04

You receive the introduction

The partner holding that ZIP code and vertical receives the details securely.

What you get

What partners receive from intake forms

Introductions that start with context.

  • Project detailsThe essentials captured before you make contact.
  • Vertical-specific questionsInformation that matters for your type of work.
  • Consent on recordPeople agree to sharing before they submit.
  • Secure deliveryDetails reach you through secure channels.
  • Tracked in your dashboardForm introductions shown alongside calls.
Why it matters

Why qualified forms matter

The first conversation goes better when you already know the basics.

Shorter discovery

Skip the questions the form already answered.

Better first contact

Reach out with context instead of a cold script.

Fewer mismatches

Location and service type are confirmed before the introduction.

As a partner

What to expect from form introductions

Here is how form introductions usually work.

01

Details on arrival

Each form introduction includes what the person shared.

02

Follow up promptly

Reach out while the person's need is current.

03

Review and dispute

Form introductions can be reviewed and disputed like calls.

Good fit

Is Qualified Intake Forms right for your business?

Businesses that tend to get the most from this program.

Businesses that quote from details

Partners who can scope work from project information.

Teams with follow-up staff

Companies with people ready to reach out quickly.

Financial professionals

Lenders and agents who want goals captured first.

FAQ

Qualified Intake Forms questions

What information is collected? ›

Location, service type, and the details that matter for each vertical, such as urgency, scope, budget range, or whether an insurance claim has been filed.

Are forms different by service? ›

Yes. Each vertical has its own intake questions.

How do form introductions reach me? ›

Details are delivered securely and appear in your partner dashboard.

Are forms billed differently from calls? ›

Yes. Calls and form introductions are priced separately.

How is the data protected? ›

Form data is handled to a HIPAA-compliant standard, and people agree to how their information is shared before submitting.

Start with introductions that arrive informed

Apply to become a verified partner and receive form introductions with project details included.