One System for Every Job You Run
Builders don't need another tool — they need their tools to talk. Summit Hub keeps your CRM, estimating, accounting, and project docs in sync so your whole team works from one source of truth.
Keeps HubSpot, Buildxact, Xero & Notion in step — no double entry.
Sound familiar?
Running a building business means juggling disconnected systems. Here's where it usually hurts.
Jobs re-keyed in four places
A lead lands in your CRM, gets quoted in your estimating tool, invoiced in accounting, and tracked in docs. Every handoff is manual — and every one is a chance to get it wrong.
Nobody knows the real status
Is this job quoted? Approved? Invoiced? The answer lives in someone's head or a spreadsheet, and it's never quite current when you need it.
Homeowners keep calling
“What's happening with my job?” Without a clear place to look, your team fields the same status calls over and over instead of building.
Money slips through the cracks
Variations go un-invoiced, quotes go un-chased, and margin quietly leaks because no single view shows what's been quoted versus paid.
How Summit Hub Fixes It
Your existing tools stay where they are. Summit Hub connects them and runs the job lifecycle on top.
One pipeline, every job
Deals flow in from HubSpot and land on a single board. See every job from first call to final invoice without chasing statuses across tools.
The lifecycle runs itself
Lead → Quoting → Approved → In Progress → Complete. Each transition triggers the right action in the right system automatically — no double entry.
Estimates and invoices in view
Buildxact estimates and Xero invoices surface on every deal, so you always see what's quoted, what's invoiced, and what's still outstanding.
Homeowners self-serve status
Give clients a clean portal to check their project. Fewer status calls, happier customers, and your team stays on the tools.
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.
A live chart of where the money's going
Customers watch their build budget update in real time — invoiced against the agreed total, category by category. Overspend shows in red before it becomes an argument. Trust, built in.
- Always current. Pulled straight from your estimates and invoices — no spreadsheets.
- Category by category. Foundations to fit-out, every line is broken out clearly.
- No surprises. Variations and overspend surface early, in plain sight.
It Plugs Into the Tools You Already Run
No rip-and-replace. Summit Hub mirrors HubSpot, Buildxact, Xero, and Notion and keeps them in step.
- CRM
HubSpotDeals and contacts flow in from your CRM. Lead statuses update automatically as projects progress. - EST
BuildxactEstimates and job data stay in sync. Variations and cost breakdowns appear alongside your pipeline. - FIN
XeroInvoices and contacts are created automatically. Payment statuses sync back to your deal view. - DOC
NotionProject documentation is kept current — Hub writes updates so your team always sees the latest status.
Less admin. Nothing dropped.
Run every job from one place.
Sign in to see your pipeline, estimates, invoices, and project docs — synced and current.
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