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Closing your account

Who can use it. The account owner only, from Settings → Billing. Staff, field and customer accounts don't see it. It may not be switched on for your business yet — if you can't see the card, give us a yell and we'll close the account for you.

What it's for

If Summit Hub isn't for you any more, you shouldn't have to email someone and wait. Closing the account stops the subscription on the spot and switches everyone's access off, in one step, from inside the app.

How to use it

  1. Go to Settings → Billing and scroll to the Close account card at the

bottom.

  1. Tell us why if you'd like — it's optional, and it genuinely helps us improve.
  2. Type DELETE in the confirmation box. The button stays greyed out until

you do, so you can't close the account by mis-clicking.

  1. Press Close this account.

What happens straight away

  • Your subscription is cancelled. No further charges. If anything goes wrong

cancelling with our payment provider, nothing is closed at all — you'll see an error and can try again, rather than ending up locked out and still paying.

  • Everyone is locked out. You, your staff, your field crew and your portal

clients. Sign-in links stop arriving, passwords stop working, and anyone already signed in sees a "this account has been closed" message within about half a minute.

  • Your data stays put — for now. Deals, quotes, documents and history are

all still there. Deleting them for good is a separate step we do by hand, so there's a window where this is completely reversible.

Changed your mind?

Contact support. We can reopen a closed account: everyone can sign in again and all your data is exactly as you left it. The one thing that doesn't come back automatically is the subscription — you'd pick a plan again the same way you did the first time.

Once we've permanently deleted the data, though, that's final — so tell us sooner rather than later.

Good to know

  • Being locked out for a payment problem is a different thing entirely: that

one shows a "subscription required" message and can be fixed by updating your card. Closing the account is deliberate and can't be undone from inside the app.

  • If someone on your team also works in another business's Summit Hub account,

closing yours doesn't affect their access there.