CLIENT PORTALS
A branded client portal for every customer job.
Give customers one secure place to review estimates, approve or decline quotes, view invoices, check appointments, and continue to payment. Your team controls the access window, session timing, and portal branding.
Client portals in a real job.
Greg gets one link for his water heater job: the 11:00 visit with Luis, the estimate he approves at 12:05 PM, and the invoice he pays at 12:40 PM. He doesn't have to call the office to check where things stand.
Follow the whole job, first ring to paidRidgeline Home Services
No. 004218
Greg Albright · Water heater, no hot water
- 7:42 AMMissed callTexted back automatically
- 7:44 AMCustomer replied“No hot water. Can someone come today?”
- 8:10 AMVisit scheduledClient portalsToday 11:00–12:30 · Luis O.
- 12:05 PMEstimate approvedClient portalsGas valve + thermocouple
- 12:40 PMInvoice paidClient portalsCard, from the invoice link
$650.00
One customer link for the job.
Step 01
Appointment
Confirmed · Tue, 10:30 AM
Step 02
Estimate
Sent · Approve or decline
Step 03
Invoice
Open · Payment link available
What customers can do.
The portal gives customers a clear place to act without calling the office for every status check.
- 01
Review estimates
Customers can open sent estimates, review line items, see totals, and check expiry details.
- 02
Approve or decline quotes
Sent estimates can be accepted with typed-name consent or declined from the portal.
- 03
View invoices
Open and paid invoices stay available with status, totals, line items, issue dates, and due dates.
- 04
Pay through the payment-link flow
When an invoice has an available payment link, customers can continue to secure checkout from the portal.
- 05
Check appointments
Upcoming and past appointments appear with time, status, title, and location when available.
- 06
See relationship context
The portal can surface recent conversations, activity, and the customer-facing contact context tied to the job.
Real ALTITUDE screens. Demo data.
What your team controls.
Keep the experience branded and secure while your team controls how access works.
- 01
Secure portal access
Portal access uses controlled setup links and signed-in sessions backed by workspace-scoped token and session records.
- 02
Expiry and session windows
Configure setup-link expiry and maximum signed-in session duration from portal settings.
- 03
Brand presentation
Use workspace/company name, brand kit assets, and portal color scheme settings to make the portal feel like your business.
- 04
Portal availability
Turn the portal on or off, manage customer setup links, and control which portal events send email notifications.
Client portals works with
- Invoices & EstimatesCreate the documents customers review, approve, and pay from the portal.
- SchedulingAppointments appear in the customer portal with status and visit details.
- TasksKeep internal follow-up attached to the same customer record.
- ConversationsCustomer context and recent activity stay connected to the portal record.
- ReportingTie quotes, invoices, and paid work back to the source that created the job.
Guides that cover this workflow
Longer reads on the CRM and follow-up workflows this feature is part of.
Client portals, in plain English.
Still wondering? Ask the people who built it.
Is the portal branded to my company?
Yes. The app uses your workspace/company name, supports brand kit assets for portal surfaces, and includes portal color scheme settings.
Can customers approve estimates from the portal?
Yes. Sent estimates can be approved with typed-name consent or declined from the portal.
Can customers pay invoices inside the portal?
Customers can launch the secure payment-link flow from eligible invoices. ALTITUDE does not store card details.
Can my team control access timing?
Yes. Portal settings include setup-link expiry and maximum signed-in session duration, plus a portal enabled/disabled setting.
Your next customer is about to call.
Be the shop that answers. Free for 30 days, and we do the setup.