Quote, approve, invoice, and get paid from the same job record.
Create estimates from the customer record, send them for approval, convert approved work to invoices, and keep payment status tied to the job history.
Quote, approve, invoice, and collect payment in context
Create the estimate from the job record, send it for approval, convert approved work to an invoice, and keep payment status tied to the same customer history.
Create estimate
From job record
Customer approves
In the branded portal
Convert to invoice
Payment status attached
Customer record · Scheduled work · Estimate approval · Invoice · Payment status
Operational billing without pretending to be accounting
ALTITUDE keeps the quote, approval, invoice, and payment handoff close to the job. Your accounting system can stay the accounting system.
Create from the job record
Build an estimate or invoice from the customer and job context your office already has, instead of re-entering the same details.
Approval before invoice
Send the estimate for customer review, capture the approval, then convert approved work into an invoice.
Quote-to-paid continuity
Lead → scheduled work → estimate → approval → invoice → payment status. One connected flow for home-service teams.
Payment context stays attached
See what is pending, approved, invoiced, or paid without separating the financial step from the job history.
Works together
ALTITUDE keeps estimating and invoicing connected to the modules office teams already use to move work forward.
Customer-facing visibility
Customers can see what needs review and what is due
Estimates, approvals, invoices, and payment status can live beside appointments in the branded portal, while the office keeps the full record in ALTITUDE.
Related revenue operations workflows
See how this module fits the CRM and follow-up workflows contractors evaluate.
Common questions
Can we create an estimate from the customer or job record?
Yes. Start from the customer record or active job context, create the estimate, and keep the document tied to the same conversation, appointment, and pipeline history.
Can customers approve estimates before we invoice?
Yes. Send the estimate for review, let the customer approve it through the portal, then convert the approved work into an invoice when it is ready.
Is ALTITUDE full accounting software?
No. ALTITUDE handles the operational estimate, invoice, approval, payment-link, and status workflow around the job. It is not a replacement for your accounting system or tax ledger.
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