A Win for Everyone on the Job
Summit Hub isn't just a dashboard for the boss. It makes the day better for everyone who touches a job — from the office to the site to the homeowner.
One lifecycle everyone can see
From first call to handover, every role — and every customer — sees exactly where a job stands.
- 01Lead
Enquiry lands
HubSpot - 02Quoting
Estimate built
Buildxact - 03Approved
Quote accepted
Xero - 04In progress
Job underway
Notion - 05Complete
Invoiced & closed
Xero
See the whole business at a glance and catch problems before they cost you.
Pipeline visibility
Every job, every stage, on one board. Know what's coming, what's stuck, and what's about to close without asking anyone.
Financial clarity
Quoted vs. invoiced vs. paid across the whole pipeline, so margin leaks and un-chased quotes surface early.
Stop being the integration layer between four different systems.
No more double entry
Leads, estimates, and invoices flow between HubSpot, Buildxact, and Xero automatically. Enter it once; it shows up everywhere.
One source of truth
Estimates and invoices sit on the deal they belong to. No more cross-checking spreadsheets to answer a simple question.
Always know what's next without chasing the office.
Clear job status
The lifecycle — Lead → Quoting → Approved → In Progress → Complete — tells everyone exactly where a job stands.
Less back-and-forth
The details you need ride along with the job, so fewer calls back to the office to figure out what's been approved.
A calm, clear view of their project — and fewer reasons to call.
Self-serve project portal
Clients see their project status in a clean portal instead of phoning for updates, freeing your team to keep building.
Confidence and trust
A professional, always-current view of the job builds trust and sets your business apart from the clipboard-and-text crowd.
Give every customer a window into their build
No more “what's happening with my job?” calls. Customers open a clean, branded portal to see exactly where their project is — updated in real time as your team works.
- Real-time updates. Stage changes, photos and notes appear the moment you post them.
- They choose what they want done. Send decisions and let customers pick finishes and options in-app.
- Two-way feedback. Ratings and questions flow straight back to your team.
Better for everyone, from lead to handover.
Sign in to see how Summit Hub keeps your whole team — and your clients — on the same page.
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