Guided demoExterior cleaning niche

Summit Exterior Cleaning

Follow one exterior-cleaning lead from the first missed call through qualification, owner visibility, and team-ready next steps in under a minute.

Service area: South Charlotte + Union CountyAvg reply time: 42 secRead-only preview

Guided story

Step 5 of 5: Finish with the handoff layer

The company workspace keeps owner, dispatch, and operations visibility in one place once the lead is ready for action.

Compare live plans

Step 1

New lead arrives

Step 2

Instant response

Step 3

Qualification captured

Step 4

Owner visibility

Step 5

Team handoff

Create my workspace
Team

Organization members

Seats used: 5 / 10 · Ops, sales, and owner visibility stay in one workspace.

Demo owner

owner@summit.demo.example

Admin

Make adminAdjust roleRemove

Dispatch lead

dispatch@summit.demo.example

Sales

Make adminAdjust roleRemove

Crew coordinator

ops@summit.demo.example

Operations

Make adminAdjust roleRemove
Manage organization

Invite a teammate by email

teammate@summit.demo.example
Add team member

Company plan includes up to 10 seats for office staff, sales, and field operations.

Pending invites

office@summit.demo.example

Operations

Pending acceptance

Secure invite delivery is handled inside the workspace.

Revoke invite

crewlead@summit.demo.example

Field lead

Reminder queued

Secure invite delivery is handled inside the workspace.

Revoke invite