Lead (Qualification)

The qualification checklist is the first of three checklist phases in Reonic. It attaches to the request (the lead before it becomes an offer) and makes telephone or written lead qualification structured and consistent across your team. For the cross-cutting overview of all three checklist phases and how to set them up in Settings, see the Offer (Consultation) page.

Who this is for

Admins configuring the qualification template for your whole team, and Admins or Editors running the qualification calls themselves. (Admin, Editor, and Viewer are your own roles, assigned under Settings > Company settings > Users & Teams.)

What the qualification checklist is for

The qualification checklist sits in the request phase of a project, before an offer exists. It's the structured questionnaire your team works through when a new lead comes in, typically during the first call or written follow-up.

Typical use:

• Telephone qualification. The person handling the lead opens the lead's request in the Portal (or the Mobile App), opens the qualification checklist, and works through it during the call. The structured items make sure no qualifying question is forgotten.
• Written qualification. When a lead arrives via the contact form or an email enquiry, the checklist captures the same structured data without a live call. The person handling the lead fills it from the written replies.

What the structured form gives you:

• Consistency across the team. Every lead is qualified against the same criteria, regardless of who handles it. The template encodes your team's qualification standard.
• No forgotten questions. You can't mark the checklist complete until every required item is filled, so the qualifying questions your process needs always get asked.
• Searchable structured data. Values captured in dedicated freetext items (consumption, roof orientation, decision timeline) are stored as project data rather than free-floating notes, so you can filter on them later when prioritising the pipeline.
• Faster handoff to the consultation phase. When the lead converts to an offer, the qualification data is already captured against the project. The consultant doesn't have to re-ask the same questions in the on-site appointment.

Set up the qualification template

1. Open Settings > Checklists > Qualification.
2. Pick the Residential or Commercial tab, depending on which line of business the template is for.
3. Edit the template using the building blocks listed below.
4. Save. New requests created from this point forward use the updated template.

The same building blocks are available on every checklist phase. See the Offer (Consultation) page for the building-block reference and the AI-generate flow.

Building blocks for a qualification checklist

The element types you'll typically reach for in a qualification checklist:

• Free text (single-line) captures values like annual consumption (kWh), postal code, number of occupants, or target installation timeline.
• Selection (radio / dropdown) captures single-choice answers like roof type (pitched / flat / mixed), property ownership (owner / renter / landlord), budget bracket. Use the dropdown variant when the option list is long.
• Checklist (multi-select) captures multi-choice answers like appliances of interest (PV / battery / heat pump / wallbox).
• Description text surfaces hints to the person on the call (e.g. "Ask about existing heating contract before quoting heat-pump scope").
• Mandatory flag marks items required when the answer matters for later scoping or the offer. You can't mark the checklist complete until every required item is filled.

See the Offer (Consultation) page for the full building-block reference.

Things to know

• Qualification is the request-phase checklist. It attaches to the request (the lead), not the offer or the installation. The same project carries up to three separate checklists across its lifecycle (qualification, consultation, site documentation), each independent.
• Template edits apply forward. Requests in flight stay on whichever version of the template was active when they were created. To pull a template update onto an existing request, use the per-project update path described on the Site documentation (Installation) page.
• Same building blocks across all three phases. The qualification phase uses the same element set as consultation and site documentation. The template just configures different elements for different phases.
• AI generation works for qualification templates too. If you have an existing qualification questionnaire as a PDF or spreadsheet, drop it into the AI checklist builder to bootstrap a template. See the Offer (Consultation) page for the AI-generate flow.

Related

• Offer (Consultation) for the consultation checklist on the offer, cross-cutting setup steps, AI generate, and the building-blocks reference.
• Site documentation (Installation) for the installation-phase checklist and how to re-merge a template update onto an in-flight project.
• Checklists overview for the three phases at a glance.

Need help?

• Step-by-step questions about this flow contact your Reonic account manager.
• Feature requests / something missing drop a note to your account manager.
• Bug reports include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026