Save time on the build. Keep customers in the loop.
Summit Hub runs every job from one place — and gives your customers a live window into their project, so your team stops fielding status calls and starts building.
Works with the tools you already run — no rip-and-replace.
One app. Both sides happy.
Summit Hub saves your team time and gives your customers the transparency they wish every builder offered.
Save hours every week
- One board for every job — no chasing statuses across spreadsheets
- Estimates and invoices entered once, synced everywhere
- The lifecycle runs the busywork so your crew stays on the tools
Total transparency, zero phone tag
- A live portal with real-time updates and status
- Customers choose options and give feedback in-app
- A live cost chart so there are never any surprises
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.
Every job, start to finish, on one track
Lead to handover — each stage moves the job forward and triggers the right action across your tools automatically.
- 01Lead
Enquiry lands
HubSpot - 02Quoting
Estimate built
Buildxact - 03Approved
Quote accepted
Xero - 04In progress
Job underway
Notion - 05Complete
Invoiced & closed
Xero
Everything in one place
One dashboard for your pipeline, jobs, costs, and customers — with the busywork handled behind the scenes.
Visual Pipeline
See every job from first call to final invoice. Your whole pipeline on one board, no more chasing statuses across spreadsheets.
Project Lifecycle
Lead → Quoting → Approved → In Progress → Complete. Every transition triggers the right action in the right tool — automatically.
Financial Visibility
Estimates, invoices, and variations surface on every deal. See what's been quoted, what's been invoiced, and what's outstanding.
Customer Portal
Give homeowners a clear view of their project status. No more calls asking "what's happening with my job?"
It works with the tools you already run
Summit Hub quietly keeps your CRM, estimating, accounting, and docs in sync — so the single source of truth stays true.
- 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.
One app for your team and your customers.
Sign in to run your pipeline, your costs, and your customer updates from a single place.
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