One System for Every Job You Run
Summit Hub isn't another tool bolted onto your stack — it's the app your team runs the job from. Pipeline, estimating, financials and customer updates all run natively here, and if you're on HubSpot, Buildxact or Xero they stay in step underneath.
Native pipeline, estimating and portal on every plan — HubSpot, Buildxact & Xero optional, no double entry when connected.
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
Summit Hub is the app your team runs the job from — your CRM and accounting stay connected underneath, but they're no longer where the work happens.
One pipeline, every job
Deals flow in from HubSpot — or straight from a website enquiry — 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. Approving a quote updates your HubSpot deal and drafts the Xero invoice; completing the job updates the deal — no double entry.
Estimates and invoices in view
Build estimates natively — and send them as branded quote PDFs — or sync them from Buildxact, then watch Xero invoices line up against them, 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 — kept current whenever your team posts an update.
- Always up to date. Stage changes, photos and notes appear in the portal whenever your team posts 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 clear chart of where the money's going
When your team publishes the job's cost breakdown, customers see exactly where their budget stands — invoiced against the agreed total, category by category. Overspend shows in red before it becomes an argument. Trust, built in.
- Published from your numbers. Built from your cost tracking — estimates against invoiced-to-date — and refreshed when your team publishes a new version.
- Category by category. Foundations to fit-out, every line is broken out clearly.
- No surprises. Variations and overspend surface early, in plain sight.
Plugs into the tools you already run
No rip-and-replace. Summit Hub mirrors HubSpot, Buildxact and Xero and keeps them in step — but the pipeline, estimating and financials live natively in the app.
- 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
XeroDraft invoices and contacts are created automatically. Payment statuses sync back to your deal view.
Less admin. Nothing dropped.
Every plan runs your pipeline
Run every job from one place.
Sign in to see your pipeline, estimates, invoices, and project docs — synced and current.
Get Started