Getting started with Summit Hub

Who can use it. Anyone signing their business up to Summit Hub: you become the owner of your new company workspace.

What it's for

Getting from "I've heard about Summit Hub" to a running workspace with your pipeline ready, your team invited, and your tools connected. This is the first-run walkthrough for a brand-new company owner.

How to use it

1. Sign up. From the marketing site, click Get Started (or go to the sign-up page). Enter your email address; there's no password to choose. Before we send the link you tick one box to say you've read and agree to the Terms of Service and the Privacy Policy; both links open in a new tab so you can read them without losing what you've typed. We record the date and the version of each document you agreed to.
2. Open the magic link. We email you a secure sign-in link. Open the email and click Continue (the button confirms it's really you and stops email security scanners from using the link up before you do). The link signs you in on that device.
3. Create your company. On your first sign-in you're asked for your name and your company name. Sign-up happens on its own two-step screen; the app menus appear once you're in. Step 1 creates your company and makes you its owner.
4. Choose a plan. If billing is switched on, step 2 is picking a plan. Each card shows its price, team capacity and three major features. Open Compare all features below the cards for the complete side-by-side table of features and limits; you can close it again to return to the short summaries. The public pricing page uses the same comparison and also lets you expand each plan's full list of inclusions. When a free trial is running the onboarding page says so up front, including the exact date of your first charge, and every plan card shows the trial length. You add your card at sign-up but aren't charged until the trial ends, and you can change or cancel from Settings → Billing before then. With a trial, the secure Stripe checkout shows "total due today: $0". If there's no trial running, you pay at checkout and your plan is active immediately.
5. Land on your pipeline. You arrive on your pipeline board, which already has a ready-to-use set of stages (New Lead → Quoting → Quote Sent → Closed → Lost). You can start adding deals straight away, or rename the stages to match how you work.
6. Invite your team. Go to Clients → Team and add team members as Staff, or choose Field on Crew and Company for a restricted on-site view. Solo includes the owner account only. Each person gets their own magic-link invite to sign in.
7. Connect your tools (optional). Open Settings to connect HubSpot, Xero and/or Buildxact in a click each, with no developer keys to paste. Once connected, your deals, invoices and estimates keep in step in the background. You don't need any of them to get value: the pipeline, estimating and portal all work natively.

You'll see a short welcome banner on your first visit with quick links to invite your team and connect your tools; dismiss it once you're set.

What it affects

Setting up your company creates your workspace: your pipeline, your team's access, and (if you connect them) the live sync with HubSpot, Xero and Buildxact. Your billing plan governs your seat, deal and portal limits; see the plan comparison on the pricing page.

Good to know

• Help is available before you sign in. Open Help on the public website to browse guide titles and summaries, then choose a guide to read it. Use All guides to return to the list. On the FAQ page, select a question to open its answer; select it again to close it. You can keep more than one answer open.
• No passwords. Signing in is always a fresh magic link to your email, so there's nothing to remember or reset.
• The trial still needs a card. With a free trial, Stripe collects your card at sign-up and makes the first charge when the trial ends; cancel before then and you won't be charged.
• You can start empty-handed. HubSpot, Xero and Buildxact are optional. Connect them whenever you're ready, or never, and the app still runs your pipeline, estimates and client portal.
• A sign-up page left open a long time may ask you to start again. If we publish a new version of the Terms or the Privacy Policy while your tab is sitting there, the form shows an error rather than quietly recording you as agreeing to wording you never saw. Reload the page, tick the box again, and you're away.
• Homeowners don't sign up here. Your clients get access to their project portal when you invite them from inside the app, not through this company sign-up.