Summit Home Services
Sample Data — Demonstration Only · Every system is configured around your actual workflow
Sample Data — Demonstration Only

Settings

Business details, working hours, routing rules, and system preferences. Settings shown here are demo values — everything is configured with you during system setup.

Business Profile

How your business appears across the portal.

Working Hours

Response-time targets and callback deadlines apply during these hours.

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Closed

Team Permissions

Who can see and change what. Manage members and roles on the Team page.

Manage Team
Dana Whitfield
Owner
Active
Priya Natarajan
Office Manager
Active
Alex Romero
Sales Representative
Active
Marcus Lee
Estimator
Active
Sofia Grant
Technician
Active
Jordan Pike
Read-Only User
Invited

Lead Sources

Where inquiries come from. Inactive sources stay in history but are hidden from new-lead forms.

Website Form
Phone Call
Missed Call
Google Business Profile
Referral
Estimate Follow-Up
Other

Pipeline Stages

The stages every lead moves through, in order.

  1. 1New
  2. 2Contacted
  3. 3Estimate Requested
  4. 4Estimate Sent
  5. 5Follow-Up Needed
  6. 6Booked
  7. 7Lost

Drag-and-drop stage reordering and custom stages are configured with you during system setup.

Task Rules

Response-time targets and escalation delays that drive follow-up tasks.

Estimate Settings

Defaults applied to new quotes. Full configuration lives in Quote Settings.

Open Quote Settings
Quote validity30 days
Default deposit10%
Tax rate9.5%
Discount approval threshold10%+
Pricing displayGrouped
Payment milestones4

Appointment Settings

Default reminder task offsets before each visit.

Reminders create internal confirmation tasks for your team — customer-facing reminders are configured with your consent process during system setup.

Messaging Preferences and Consent

Consent-first defaults for any customer outreach.

Outreach only goes to contacts with documented permission for the selected channel. STOP requests, opt-outs, and do-not-contact flags are always honored. See the Compliance page for consent records.

Notification Rules

Who is notified in-app when each event happens.

EventOwnerOffice ManagerAssignee
New lead received
Missed call logged
Estimate viewed by customer
Appointment no-show
Task overdue
Campaign pending approval

Integrations

No live integrations are connected in this demo environment. Each one is set up with you during system setup.

Phone System
Connect during system setup

Call tracking and missed-call capture for your business line.

Website Forms
Connect during system setup

Quote requests from your website flow into the Lead Inbox.

CRM
Connect during system setup

Two-way sync with your existing customer records.

Calendar
Connect during system setup

Appointments synced with your team calendars.

Email
Connect during system setup

Send follow-ups from your own business address.

SMS Messaging
Connect during system setup

Consent-based text messaging with STOP handling.