Setup & Onboarding
Set up in minutes. Guided onboarding, checklist momentum, and fast time to first value — no lengthy configuration.
Fast time to first value
Guided onboarding for home-service teams. Checklist momentum. No lengthy configuration. No enterprise-heavy process.
SETUP CHECKLIST
- Add your first service lead
- Define job pipeline stages
- Connect email and SMS
- Add team member
Pro plans get guided onboarding · No lengthy configuration
Easy to start, no bloat
Onboarding that respects your time. No forced wizard. No enterprise-heavy setup. Checklist momentum when you want it.
Set up in minutes
No lengthy onboarding. Add a service lead, define job stages, connect channels, or use a trade template. You're in.
Checklist momentum
Guided first-run. Checklist keeps you moving. Fast time to first value — not a weeks-long setup.
Easy team adoption
Invite team members. Assign leads. Admin → Users. No complicated permissions. Everyone sees what they need.
Admin when you need it
Stages, pipelines, portal branding, access settings, and team setup. Open Admin when you're ready.
Common questions
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.
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