Guides & how-tos
Short, plain-language guides to what Summit Hub does and how to use it.
- Signing in with a password, and two-factor authenticationSigning in with an emailed link works well, but some people would rather use a password — especially on a shared or slow-to-check inbox.
- Your branding on the client experienceMake the client-facing side of the app look like your business, not ours.
- The client portalThe client portal gives every customer a live, branded window into their build — where the job is up to, the decisions they need to make, the documents you've shared, and a runnin…
- Connecting HubSpotThe app reads your HubSpot deals and contacts to line each job up with the deal it came from and keep pipeline, contacts, and activity in sync.
- Connecting XeroThe app reads your Xero invoices and contacts to show what's been billed, what's paid, and what's still to come on each job.
- Downloading a quote as a PDFTurn a native estimate into a tidy, client-ready quote PDF you can email or print — with your own logo, colours, terms and payment details.
- Line-item specifications — a price-free spec sheet for your field crewFlag any line item on a native estimate as needing a written specification, write that description once, attach photos, and hand your field crew or quantity surveyor a price-free…
- Getting started with Summit HubGetting from "I've heard about Summit Hub" to a running workspace with your pipeline ready, your team invited, and your tools connected.
- The Help centreThe guides that explain how each part of Summit Hub works are published in two places:
- Job scheduling — a drag-and-drop timeline for every jobLay out a job as a set of tasks on a timeline, drag them around or resize them as dates change, wire up which tasks depend on which, and see every scheduled job across the company…
- Pipeline boardThe Pipeline page is your board of every deal, laid out as columns — one per stage (New Lead, Quoting, Quote Sent, and so on).
- Quote templates — multiple quote layouts you can pick fromBuild more than one quote PDF layout for your business — a cover page, a personal cover letter, an image gallery of past work, pricing, terms and payment details — and choose whic…
- Request for quotes — get trade partners to price your jobBuild a request-for-quotes (RFQ) package from selected estimate line items, send it to one or more trade partners by email, let them fill in their prices on a simple public page,…