Every lead followed up.
Every job paid.
ALTITUDE is the CRM for HVAC, plumbing, roofing, and electrical teams. Leads, follow-ups, scheduling, estimates, and invoices in one place, with a portal your customers will actually use.
30 days free. No credit card. Cancel anytime.
Built for the trades
The problem
Revenue is leaking between your tools.
Most home-service teams juggle five tools that don’t talk to each other. Here’s where the money slips out.
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.
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, phone 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.”
What a job looks like inside ALTITUDE.
Real records from the demo workspace: an estimate, an invoice, an overdue task, and an inbox thread, each tied to the same customer.
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
Example demo workspaceEstimate
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
Example demo workspaceCustomer 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
Example demo workspaceTask
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
Example demo workspaceChannels
Website, SMS, Facebook, Instagram
Context
Lead, owner, stage, priority
Next step
Create follow-up task from thread
Want to see it with your own jobs? We'll walk you through it in 15 minutes.
Everything ALTITUDE does
Thirteen modules. One workspace. No feature lockout.
Six channels in one inbox, 12 native integrations, four AI agents, and a branded client portal. Every plan includes all of it. Pricing scales with your team and storage, never with the features you’re allowed to use.
Pricing
Full ALTITUDE from $49 a month.
Every plan, every feature: the portal, invoices, attribution, inbox, workflow, and reporting. Pick the seat count that fits your team today and try it free for 30 days.
Starter
For small teams ready to run leads, jobs, portal updates, and follow-up from one place.
$16/seat/mo · 3 seats included · client portal included
Start free trial- 3 seats included
- 25 GB storage
- Email support
- Branded client portal
Professional
For growing teams that need cleaner ownership, attribution, and customer visibility.
$10/seat/mo · 10 seats 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.
$8/seat/mo · 30 seats included · client portal included
Start free trial- 30 seats included
- 500 GB storage
- Priority + dedicated onboarding
- 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.
Setup is guided, and you can start with one workflow. Add your first contact, set a follow-up, and you’re working. Import your full contact list whenever you’re ready.
Yes. ALTITUDE runs in your phone’s web browser, so you can manage follow-ups, view your pipeline, send estimates, and add notes from the job site. There’s nothing to install. Native iPhone and Android apps are planned for a later release.
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 30-day free trial with no credit card required. You only pay when you’re ready.
You can export everything before you leave. Your data stays yours.
ALTITUDE 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
Your next lead is already on its way.
Have ALTITUDE ready before it lands. Start a 30-day trial, orbook a 15-minute walkthrough with our team.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime