From ad click
to paid invoice.
One command center.
The revenue operations platform for home service teams. Capture the lead, follow up fast, track attribution to paid invoice, and give customers one branded link for estimates, invoices, appointments, and approvals.
- Email, SMS, chat, Messenger, Instagram → one inbox per customer
- Pipeline, scheduling, estimates, invoices, reviews — one workflow
- Branded client portal for estimates, invoices, appointments, and approvals
- Cost per paid invoice from every channel — not vanity lead‑cost
No credit card. Cancel anytime. Full ALTITUDE from day one.
Built for the trades
Built for home-service teams
Capture the lead, follow up fast, schedule the work, invoice the job, and give customers a branded portal to see what is scheduled, approved, and due.
The four pillars
Everything that moves revenue, finally in one place.
ALTITUDE connects the pieces most tools leave disconnected — so your team moves from lead to scheduled job, approved estimate, paid invoice, and branded customer portal without the gaps.
Marketing intelligence
Tie leads, jobs, and revenue back to the campaigns and channels actually paying for themselves.
- Spot tracking gaps and wasted spend in days, not quarters
- Owner-grade visibility into where revenue actually came from
Smart operations
Scheduling, estimates, invoices, and approvals stay connected end to end.
- Cut the handoff chaos when tools don’t talk to each other
- Office and field stay on the same page through the whole job
Client portal
Customers get one branded link for what is scheduled, what is approved, and what is due.
- Customer portal for estimates, invoices, and appointments
- Approvals and payments stay tied to the same job record
Job pipeline
No lead left behind. See what is overdue, what is stale, and what needs attention next.
- A clean follow-up workflow instead of buried sticky notes
- Clear next actions instead of forgotten callbacks
Everything ALTITUDE does
Thirteen modules. One workspace. No feature lockout.
Every plan ships with the full command center. Pricing scales with your team and storage \u2014 never with the features you\u2019re allowed to touch.
The problem
Revenue is leaking between your tools.
You don’t need another point tool. You need the chain connected. Here’s where the money actually disappears in a typical home service operation.
Leads fall through the cracks
Forms, missed calls, and DMs land in five different inboxes. By the time someone notices, the lead is cold or already booked the competitor.
No idea which marketing pays
You see clicks, leads, and ad spend in three separate dashboards. None of them ties back to a paid invoice, so you keep guessing what to scale.
Revenue leaks at the handoff
Office takes the call, tech runs the job, accounting sends the invoice. Each step lives in a different tool, and details get lost between them.
Customers keep asking for status
Without a branded client portal, customers call to ask what is scheduled, what is approved, and what is due. Your team answers from memory or another tab.
Follow-ups slip silently
There’s no overdue list. No escalation. The estimate you sent ten days ago just sits there until the customer remembers — or doesn’t.
ALTITUDE replaces the duct tape between your tools with one connected record. Lead in, job scheduled, estimate approved, invoice paid, customer portal updated.
One workflow
Lead to portal to paid invoice.
One connected line.
Every step lives in the same record. Capture the lead, follow up fast, schedule the work, send the estimate, collect payment, and give the customer one branded place to follow the job.
- Step 1
Lead lands
Form fill, missed call, ad click, web chat, Messenger DM, Instagram DM. Captured in seconds, threaded to the contact.
- Step 2
Team sees the truth
Source, history, value tier, and prior conversations surface on first glance. No tab-hunt, no guessing who owns it.
- Step 3
Follow-up gets owned
Lead is auto-assigned with a clear next action and deadline. Overdue tasks escalate before the lead goes cold.
- Step 4
Job hits the calendar
Move from conversation to booked appointment without bouncing tools. Tech, customer, dispatch, and the portal see the same slot.
- Step 5
Estimate, close, invoice
Send the quote, capture the approval, generate the invoice, collect the payment. All linked to the same job record.
- Step 6
Customer gets one link
Give customers a branded portal to see what is scheduled, what is approved, and what is due without another phone call.
- Step 7
Review loop closes
Trigger the ask at the right moment. Five-star replies route to Google. Anything below routes to your inbox first.
Demo workspace
“Give every customer one link to see what’s scheduled, what’s approved, and what’s due while your team keeps the full job record in ALTITUDE.”
By the numbers
What ALTITUDE actually gives you.
No invented case-study percentages. These are the spec numbers that show up in your workspace on day one.
Channels in one inbox
Email, SMS, web chat, Messenger, Instagram DM, reactivation.
Native integrations
Gmail, Outlook, Google Business Profile, Calendar, Ads, Twilio, Meta, OpenAI, Stripe, Zapier and more.
AI agents working for you
Setup Concierge, Pipeline Builder, Inbox Connector, and Teach Mode.
Branded client portal
One customer-facing link for appointments, estimates, invoices, approvals, and payment status.
Marketing clarity
See which campaigns and sources actually generate paid invoices, not just clicks.
Fewer leaks
Every lead has an owner and a visible next action so nothing slips between systems.
Team accountability
Overdue tasks, stale contacts, and missed follow-ups surface automatically.
Connected workflow
Estimates, invoices, scheduling, and follow-up live in the same record.
Customer portal
Give customers one branded link to see what is scheduled, approved, and due.
We don’t publish customer revenue claims we can’t back up. Book a 15-minute walkthrough and see the demo workspace before you trust anyone’s percentage.
Serious proof starts inside the product.
The homepage shows product-backed home-service workflows instead of borrowed logos or inflated outcomes. Each block is labeled, concrete, and built from the demo workspace.
Client portal proof, already wired to real job artifacts
The demo workspace is seeded with the exact records a customer would ask about: a sent maintenance estimate, a due-soon deposit invoice, and an upcoming walkthrough. The portal proves the workflow is product-backed, not a landing-page promise.
Why it matters
Buyers can see how one branded link reduces status calls without hiding the office record.
Seeded portal records
Demo dataEstimate
DEMO-EST-1001 · Sent
Invoice
DEMO-INV-2001 · Payment link
Appointment
Demo site walkthrough
Estimate approval stays tied to the invoice path
The portal records view supports estimate details plus approve/decline actions, then keeps invoice and payment-link access tied to the same customer record. It is the handoff a home-service team actually needs after the customer says yes.
Why it matters
The proof is the continuity: approval, invoice, and payment status stay in one job timeline.
Estimate-to-invoice path
Demo dataCustomer reviews
Quote details and terms
Customer acts
Approve or decline in portal
Office sees
Estimate, invoice, and status together
Reporting surfaces work before it leaks revenue
The demo workspace is seeded with a plumbing repipe lead, due-today access task, upcoming property assessment, and overdue invoice. The point is not a vanity dashboard; it is a short list of revenue-impacting work.
Why it matters
Operators see what is late, owned, scheduled, and collectible without assembling the truth from tabs.
Operational exceptions
Demo dataTask
Confirm property access notes
Invoice
DEMO-INV-2002 · Overdue
Appointment
Demo property assessment
Inbox threads arrive with lead context attached
The app inbox unifies website chat, SMS, Messenger, and Instagram threads with lead links, owner, stage, priority, and follow-up task creation. A reply is useful because the surrounding job context is already there.
Why it matters
Speed matters, but so does accuracy: the person replying can see source, status, and next step.
Context-rich thread
Demo dataChannels
Website, SMS, Facebook, Instagram
Context
Lead, owner, stage, priority
Next step
Create follow-up task from thread
Pricing
Full command center, simple seat-based pricing.
Every plan includes the portal, invoices, attribution, inbox, workflow, and reporting layer. Pick the seat count that matches your team today — move up when the math is obvious.
Starter
For small teams ready to run leads, jobs, portal updates, and follow-up from one place.
$32/seat/mo · 3seats included · client portal included
Start free trial- 3 seats included
- 10–25 GB storage
- Email support
- Branded client portal
Professional
For growing teams that need cleaner ownership, attribution, and customer visibility.
$20/seat/mo · 10seats included · client portal included
Start free trial- 10 seats included
- 100 GB storage
- Priority support
- Branded client portal
Business
For larger operations that want dedicated rollout support and room to scale.
$17/seat/mo · 30seats included · client portal included
Start free trial- 30 seats included
- 500 GB+ storage
- Priority + dedicated
- Branded client portal
Enterprise
Custom seat counts, volume pricing, dedicated onboarding, and a named CSM. We’ll map the rollout around your team, locations, and channel mix before you commit.
One recovered job can cover months of ALTITUDE. No contract. Export your data anytime.
No credit card for trial · Cancel anytime · Real human onboarding included
Questions
Honest answers before you start.
Search if you know what you’re looking for. Filter by category if you don’t. Anything missing — reply to any email and we’ll add it.
ALTITUDE is built for home service businesses—HVAC, plumbing, roofing, electrical, and general contractors. If your team runs on leads, estimates, and scheduled jobs, ALTITUDE is designed for how you work.
Yes. Every feature is designed around how service businesses actually operate—from ad-to-lead tracking and follow-up to scheduling, estimates, invoices, branded client portals, and review collection. No generic CRM bloat.
No. You can start with the modules that matter most—pipeline and follow-up, for example—and add scheduling, invoices, or marketing intelligence as you’re ready. ALTITUDE is designed to grow with your operations.
Most teams are up and running in under 10 minutes. Add your first contact, set a follow-up, and you’re working. Import your full contact list whenever you’re ready.
Yes. Manage follow-ups, view your pipeline, send estimates, and add notes from the job site—all from your phone.
Pick a plan, start your free trial, and you get full access from day one. Plans are based on team size and storage. No feature lockout on any tier. Cancel anytime—no contract.
No. Start your trial free with no credit card required. You only pay when you’re ready.
You can export everything before you leave. Your data stays yours—always.
ALTITUDE is not just a CRM. It connects marketing intelligence, sales pipeline, scheduling, estimates, invoices, branded client portals, and reputation management in one command center—so your team doesn’t have to jump between disconnected tools to get from lead to revenue.
Yes. ALTITUDE includes a branded client portal where customers can review estimates, approve or decline quotes, view invoices and payment status, and see appointments tied to their job. Your team controls portal access, branding, and session timing.
ALTITUDE is designed to be as straightforward as a text thread. Most teams are comfortable after a single walkthrough. No training manuals, no software babysitting.
Yes. Import from QuickBooks, Excel, or your old system. Invoices and estimates in ALTITUDE can sync with your accounting workflow.
Still have a question?
Your move
Start with one live workflow.
Then connect the chain.
See how ALTITUDE carries a real lead from first click to follow-up, scheduled job, approved estimate, paid invoice, and branded client portal — before you roll it out to the team.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime