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.
One customer link for the job.
Instead of sending customers back through text threads, email attachments, and office callbacks, give them a branded portal for the records they care about most.
Demo workspace example
Customer portal: AC repair visit
Estimate
Sent
Approve or decline
Invoice
Open
Payment link available
Appointment
Confirmed
Tue, 10:30 AM
Illustrative layout based on actual portal capabilities: estimates, invoices, appointments, approvals, and payment-link access.
What customers can do
The portal gives customers a clear place to act without calling the office for every status check.
Review estimates
Customers can open sent estimates, review line items, see totals, and check expiry details.
Approve or decline quotes
Sent estimates can be accepted with typed-name consent or declined from the portal.
View invoices
Open and paid invoices stay available with status, totals, line items, issue dates, and due dates.
Pay through the payment-link flow
When an invoice has an available payment link, customers can continue to secure checkout from the portal.
Check appointments
Upcoming and past appointments appear with time, status, title, and location when available.
See relationship context
The portal can surface recent conversations, activity, and the customer-facing contact context tied to the job.
What your team controls
Keep the experience branded and secure while your team controls how access works.
Secure portal access
Portal access uses controlled setup links and signed-in sessions backed by workspace-scoped token and session records.
Expiry and session windows
Configure setup-link expiry and maximum signed-in session duration from portal settings.
Brand presentation
Use workspace/company name, brand kit assets, and portal color scheme settings to make the portal feel like your business.
Portal availability
Turn the portal on or off, manage customer setup links, and control which portal events send email notifications.
Built into the revenue workflow
Client portals are not a separate mini-site. They sit on top of the same estimates, invoices, appointments, and customer record your team already uses.
Lead captured
Appointment scheduled
Estimate sent
Customer approves
Invoice paid
Demo workspace example: lead to scheduled job to estimate approval to payment, with the customer portal showing the customer-facing pieces.
Works together
The portal is strongest when it is connected to the rest of the revenue platform.
Common questions
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 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