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.
- The AI assistant — ask, don't typeA small chat button sits in the bottom-right corner of the Hub for staff accounts.
- "Summit Hub has been updated" noticeEvery so often a new version of Summit Hub goes live.
- Your branding on the client experienceMake the client-facing side of the app look like your business, not ours.
- Category & Excel export configurationWho can use it: account owners (Settings → Category & Excel Configuration, at /admin/settings/categories).
- Client form blockSometimes a quick decision, checklist, or single question block isn't enough — you want to ask a client a short set of questions all at once and get one clean set of answers back,…
- Showing a client the scheduleYour client's project page has an Overview tab and a Financial tab.
- 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…
- Closing your accountIf Summit Hub isn't for you any more, you shouldn't have to email someone and wait.
- 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.
- Contractors — your subbies, in one listMost builders keep their subbies in a phone contact list, a spreadsheet, or their head.
- Cost usage by category (the client's cost chart)It answers the one question a client asks all the way through a build: how much of my job have I actually been billed for so far?
- Editing a deal property from the cardThe About this deal card shows what HubSpot holds for a deal.
- Building out the deal cardEvery deal page opens on an About this deal card.
- What happens when an estimate is acceptedWho it's for: owners (Settings → Integrations).
- 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…
- Estimating settings — your P&G rateSets the Preliminary & General loading your estimates carry.
- 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:
- Matching your HubSpot pipeline to Summit's project statusesSummit tracks every job through six statuses — lead, quoting, approved, in progress, complete, archived.
- 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…
- NavigationTwo separate menus, both built to stay usable on a laptop-sized screen as the product has grown:
- 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…
- Region & tax settingsRecords the regional facts your organisation works in — the currency amounts are shown in, the number and date format, your timezone, and what you call your sales tax plus its rat…
- 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,…
- Job calendars in Google Calendar, Outlook and Apple CalendarEvery job's schedule can be subscribed to from the calendar app you already use.
- Xero invoice defaultsWhen an estimate is approved, the app raises a draft invoice in Xero for you.
- A deal's Xero invoicesEvery deal shows the Xero invoices raised against its customer, with the running money picture above them.