Summit Hub
Pricing

One monthly price. The whole job on one sheet.

Every plan includes the client portal, Xero, and automatic sync. Pick the size that fits your crew — change or cancel whenever you like.

Solo$199 NZD / month14-day free trial · card required

For the one-person band — pipeline, quotes, client portal and your accounts connected.

  • 1 owner account
  • Client portal for up to 10 clients
  • Up to 25 open deals
  • Xero & accounting integrations
  • Automatic data refresh
  • Email support
Get started with Solo
Company$999 NZD / month14-day free trial · card required

The turnkey platform for established firms — automations, every integration, no limits.

  • Unlimited staff users
  • Restricted Field accounts
  • Workflow automations
  • All integrations, incl. HubSpot CRM
  • Per-client property portfolios
  • Unlimited portal templates
  • Client e-signing for quotes
  • Granular staff permissions
  • Freehand deal notepad
  • Priority support & onboarding
Get started with Company
SECTION · SCHEDULE OF INCLUSIONS

Compare the plans

Follow the links to see each feature in detail.

InclusionSolo$199/moCrew$499/moCompany$999/mo
Limits
Staff users110Unlimited
Restricted Field accounts
Client portal users10UnlimitedUnlimited
Open deals25UnlimitedUnlimited
Portal templates13Unlimited
Every plan
Accounting integrations (Xero; MYOB coming)
Client portal
Pipeline, contacts & native estimating
Branded quote PDFs (native estimates)
Branded client portal & emails
Automatic data refresh
Features
Buildxact estimating integration
Website lead-capture form
Excel estimate export
Client e-signing for quotes
Pre-start agreements, signed on the portal
Cost tracking, projected-to-come & client cost chart
Excel version store
Client intelligence (lifetime spend & deal history)
Per-client property portfolios
Workflow automations
Freehand deal notepad
HubSpot CRM integration
Granular staff permissions
Support
SupportEmailPriority emailPriority + onboarding
SECTION · QUESTIONS

Fair questions

How does payment work?
Every plan starts with a 14-day free trial. You add your card when you sign up but you're not charged until the trial ends, and you can cancel any time before then and pay nothing. After the trial, plans are billed monthly by card through Stripe — no invoices to chase, no setup fees.
Can I change plans later?
Yes — upgrades and downgrades happen in Settings → Billing and are prorated automatically by Stripe, so you only ever pay for what you use.
What happens if I hit a limit on Solo?
Nothing breaks and nothing is deleted. When you reach a cap (staff users, portal clients or open deals) the app simply asks you to close something out or upgrade before adding more. Won and lost deals never count against the open-deal cap.
Can I cancel?
Any time, from Settings → Billing. Your plan runs to the end of the paid period and doesn't renew. Your data stays yours.
Do you offer discounts?
Promo codes are entered at checkout — if you have one from us, it just works. Get in touch about annual pricing.

Start on Solo. Grow when the work does.

Sign up, pick a plan, and your pipeline is running today — no rip-and-replace, no lock-in.

Get Started