SETUP
Setup & Onboarding
Set up in minutes. Guided onboarding, checklist momentum, and fast time to first value — no lengthy configuration.
Setup in a real job.
Before Greg ever calls, Ridgeline adds its first lead, sets its job stages from a trade template, connects email and SMS, and invites Luis. That groundwork is what every step of his water-heater job runs on.
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 scheduledToday 11:00–12:30 · Luis O.
- 12:05 PMEstimate approvedGas valve + thermocouple
- 12:40 PMInvoice paidCard, from the invoice link
$650.00
Fast time to first value
Step 01
Add your first service lead
Start here
Step 02
Define job pipeline stages
Or use a trade template
Step 03
Connect email and SMS
Gmail or Outlook, whenever you are ready
Step 04
Add team member
Admin → Users · Invite and assign
Easy to start, no bloat
Onboarding that respects your time. No forced wizard. No enterprise-heavy setup. Checklist momentum when you want it.
- 01
Set up in minutes
No lengthy onboarding. Add a service lead, define job stages, connect channels, or use a trade template. You're in.
- 02
Checklist momentum
Guided first-run. Checklist keeps you moving. Fast time to first value — not a weeks-long setup.
- 03
Easy team adoption
Invite team members. Assign leads. Admin → Users. No complicated permissions. Everyone sees what they need.
- 04
Admin when you need it
Stages, pipelines, portal branding, access settings, and team setup. Open Admin when you're ready.
Setup, in plain English.
Still wondering? Ask the people who built it.
How long does setup take?
Minutes. Add your first lead, define stages (or use a template), connect email if you want. Pro plans get guided onboarding. No lengthy configuration.
What about team setup?
Admin → Users. Invite and assign. No complicated permissions. Everyone gets the same full ALTITUDE — no feature lockout by role.
Do I need to connect email right away?
No. You can start by adding a lead and choosing stages, then connect Gmail or Outlook whenever you are ready.
Is there a setup checklist?
Yes. A guided first-run checklist walks you through the first steps so your team gets value in the first session.
Your next customer is about to call.
Be the shop that answers. Free for 30 days, and we do the setup.