Every job. Every dollar. Every client. One Hub.
Summit Hub runs the lot: pipeline, estimates and quotes, job schedules, Xero-connected cost tracking and invoicing, and a branded client portal — with an AI assistant that answers from your live job data and does the typing. Connect HubSpot, Xero and Buildxact if you run them; the rest works natively if you don't.
14-day free trial on every plan · from $199/mo NZD · built for NZ builders
- REV APipeline, estimating & Xero on every dealISSUED
- REV BClient portal, e-signing & job schedulingISSUED
- REV CThe AI assistant — ask, approve, doneCURRENT ISSUE
Ask the Hub. It does the typing.
Every staff seat gets an assistant that reads your pipeline, estimates, tasks and schedule as they are right now. Ask what's left in Roofing, or tell it to put the supplier's quote on the estimate. It answers in plain English and makes the change in front of you.
- Answers from your jobs. Deals, estimate line items, variations, tasks and the schedule, scoped to your company and to what your own account is allowed to see.
- Changes you approve. It adds and edits draft estimate lines live in the grid; anything destructive stops on an Approve / Decline card naming exactly what it's about to touch.
- Reads supplier PDFs. Attach a quote and it comes back as priced, categorised estimate lines — untick what you don't want, apply the rest in one click.
Company plan · every conversation kept in the owner's audit trail
One job, start to finish
Five stages, each doing its own paperwork so the job keeps moving.
Enquiry lands
An enquiry drops onto the board and the follow-up books itself.
Price it properly
Estimate from your price book or Buildxact; subbies price it without seeing your numbers.
Signed, not shaken on
The quote PDF goes out, the client e-signs on their phone, and the Xero draft invoice raises itself.
Run the build
The schedule feeds their calendars, the crew gets price-free specs, the client watches it happen.
Paid and on record
Invoices land against categories and the job files itself into the client's history.
The full sheet index
Every feature big enough to carry its own page, grouped the way the work is. Each row opens its sheet.
- SQ-01Lead CaptureYour website enquiries, straight into the pipeline
- SQ-02EstimatingQuotes built in-app or synced from Buildxact
- SQ-03Request for QuotesGet trade partners to price the job — they never see your numbers
- SQ-04Quote TemplatesMultiple quote layouts, picked per client, per download
- SQ-05Deal NotepadFreehand pen notes on site, ready to review at the office
- SQ-062D Room PlannerA to-scale bathroom layout with fixtures and wall niches, on the deal
- JM-01AutomationsFollow-ups, tasks and emails that run themselves
- JM-02To-DosOne shared board for the crew, with a bell for what changed
- JM-03Job SchedulingA drag-and-drop timeline for every job, company-wide
- JM-04SpecificationsA price-free spec sheet your field crew can read on site
- JM-05AI AssistantAsk about a job in plain English — and have it do the typing
Four sets of hands, one set of drawings
Everyone around the job works from the same live copy, and each of them only sees the sheets that are theirs.
Margins without the spreadsheet
- Invoiced and potential totals across every active job, on one page
- Cost tracking that shows projected-to-come before it's spent
- Xero synced both ways, with no month-end double entry
Every job on one board
- Drag deals through stages; the automations do the follow-up
- A shared to-do board with a bell for what changed
- The schedule feeds Google, Outlook and Apple calendars
The scope, without the money
- Read-only field accounts: pipeline, deal detail and estimate scope
- Price-free specification PDFs they can read on site
- The job schedule on their phone, always current
A portal instead of phone tag
- A branded window into their build: photos, updates, decisions to make
- A cost chart published from your numbers, category by category
- Agreements and quotes e-signed from any device
Give every client a window into their build
No more “what's happening with my job?” calls. Clients open a clean, branded portal and see exactly where their project is: photos, updates, decisions to make and forms to fill, all kept current whenever your team posts.
- Built from a template. Start from your ready-made portal, drop in photos and videos, and publish — each client only ever sees their own job.
- Signed before it starts. Pre-start agreements and quotes get e-signed in the portal, filed with a full audit trail.
- Answers flow back. Forms, decisions and a notify button bring the client's side straight to your team.
Know where every dollar stands before it's spent
Costs land against your categories as Xero invoices arrive, projections show what's still to come, and the same numbers publish to the client's cost chart — so the margin conversation happens while the job is still running.
- Live cost tracking. Estimate against invoiced against projected-to-come, category by category, with overrides where you know better.
- Synced from Xero. Invoices and contacts sync in; an accepted quote can raise the draft invoice itself.
- One financial overview. Invoiced and potential across every active job, a work-in-progress breakdown, and an Excel export for your accountant.
Bring your own stack, or don't
Already on HubSpot, Buildxact or Xero? HubSpot and Xero connect in one click, Buildxact with the API key from your account — then Summit Hub keeps them in sync in the background. If you're not, the bottom row of the legend is the whole story.
- 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. - NAT
Summit Hub nativePipeline, estimating, quotes, scheduling and the client portal run right here — nothing else to subscribe to.
Pick the size of your crew
Prices in NZD per month, a 14-day free trial on every plan, and no lock-in — change or cancel any time.
Solo
$199 / month
For the one-person band — pipeline, quotes, client portal and your accounts connected.
- Pipeline, contacts & native estimating
- Branded quote PDFs
- Client portal for up to 10 clients
- Job scheduling, To-Dos & notifications
Crew
$599 / month
For growing teams — estimating, lead capture and full cost visibility from frame-up to handover.
Everything in Solo, plus
- Up to 10 staff seats & restricted Field accounts
- Unlimited clients & open deals
- Buildxact estimating integration
- Cost tracking, Excel exports & version store
Company
$1,499 / month
Includes the AI assistantThe turnkey platform for established firms — automations, every integration, no limits.
Everything in Crew, plus
- AI assistant for your office staff
- Unlimited staff seats & portal templates
- Workflow automations
- HubSpot CRM integration
Put your next job on the Hub.
Start free, connect your tools if you want them, and give your clients a build they can watch.
Start your free trial