In development · nothing here is built

The back-office desks, and the ones we're still deciding on.

SummitCited's main work is AI search visibility — getting named when a customer asks an engine who to call. This page is the smaller, second thing: back-office tools your office would operate and your customers would never see. Nothing on this page exists yet. It's the full candidate list, published so owners can tell us which ones are worth building instead of us guessing.

HubSpot and SurveyMonkey surveyed 1,800 business leaders and 15,000 consumers across seven markets (August 2025): 82% of customers prefer human support even when the wait and the outcome are identical, and 53% actively dislike AI in service interactions. That result is why nothing we build talks to your customers.

Permits, code & inspections

Every trade that pulls a permit

Permit DeskAddress and scope in; what that specific jurisdiction requires out — submittal checklist, fees, inspection sequence, and the local amendment that isn't on the website.I'd use this Inspection Readiness DeskWhat this jurisdiction's inspector actually checks for this scope, before the truck rolls — so the second trip doesn't happen.I'd use this Code Adoption MonitorTells you when a city you work in adopts a new code cycle or a local amendment, instead of an inspector telling you.I'd use this Permit Record DeskWho pulled a permit near your crews last week, and for what. Public record, read on a schedule, handed to whoever canvasses.I'd use this

Compliance & recordkeeping

The paperwork with a penalty attached

OSHA Log DeskWhether an injury is recordable, and the 300, 300A, and 301 forms kept current against the filing calendar.I'd use this Safety Meeting DeskToolbox-talk topics matched to the work you're actually doing that week, plus the attendance record that survives an inspection.I'd use this Certified Payroll DeskPrevailing-wage jobs: the weekly certified payroll form, the wage determination match, and the fringe arithmetic.I'd use this EPA Compliance DeskWhich jobs trigger lead-paint rules, and the refrigerant records HVAC work is supposed to keep and usually doesn't.I'd use this License & CE DeskEvery license renewal, continuing-education hour, and multi-state expiry in one calendar that warns you early.I'd use this Workers Comp Class Code DeskChecks your people are coded the way they actually work, and gets the yearly workers-comp audit ready before the auditor sets it.I'd use this Sales & Use Tax DeskWhether labor and materials are taxable at that job address, at what rate, and who owes it — the answer changes by state and by scope.I'd use this

Claims & carrier work

Roofing, restoration, and anyone who bills an insurer

Supplement DeskScope sheet, carrier, and photos in; a supplement request out, citing the code section and the manufacturer's installation instruction behind every line item.I'd use this Claim Documentation DeskChecks the file has the photos, forms, and measurements that carrier requires — before it goes out, not after it comes back.I'd use this Depreciation Recovery DeskAssembles the final-invoice packet that releases recoverable depreciation, on the jobs where nobody got around to it.I'd use this

Manufacturer programs & incentives

HVAC, solar, roofing, windows, insulation

Rebate DeskEquipment model and service address in; every utility rebate, state program, and federal credit that system qualifies for out, with the equipment match and the paperwork.I'd use this Manufacturer Rebate & Co-op DeskThe volume rebates, spiffs, and co-op marketing dollars you already earned this year and didn't claim, because claiming them is somebody's least favorite afternoon.I'd use this Certification Maintenance DeskKeeps your manufacturer program status alive — the annual requirements, the training hours, the volume — and registers warranties as jobs close.I'd use this

Public & commercial work

Anyone bidding government or institutional jobs

Bid DeskWatches the federal, state, county, and city bid boards and hands your estimator only the solicitations you're eligible to bid — set-asides included.I'd use this Set-Aside Eligibility DeskWhich small-business, veteran, and location-based set-asides you already qualify for, and what has to stay true to keep them.I'd use this

There's no price on this page, on purpose.

A desk is priced off what it actually removes from your books, which means the quote can't come before your number. So we don't publish one. Tell us which desk your office would use and what that job costs you today — in fees, in a subscription, or in the hours of whoever gets stuck with it. The trades that answer get built first and priced lowest. If the answers say nobody wants a desk, we don't build one. That's the whole reason this list is public before anything is written.

Tell us which one you'd use
Custom software

We build our own tools before we sell anyone else's.

Three systems currently run or are being built in-house. They exist because the off-the-shelf option was wrong for the job, and they are the reason we can be specific about what software actually costs to own.

In daily use

Roofing CRM

A JobNimbus replacement running a working roofing company's day — retail and insurance pipelines, canvassing with satellite maps, estimates, proposals, e-signature, and invoicing.

In daily use

Sales & marketing CRM

Replaced our GoHighLevel subscription outright. Contacts, pipelines, email and SMS sequences, calling, and reporting — self-hosted, so the data stays where we put it.

In build

Field-service CRM

Price book and dispatch board for a working irrigation company, built around a pricing rule the big field-service platforms model wrong and techs pay for.

Plainly: none of these is a finished product you can sign up for. There is no self-serve signup and no billing portal, and no outside company has run on them yet. A business that wants one comes in as a design partner at pilot pricing, with that stated up front — not as a customer of something that doesn't exist. If a stock CRM fits you, we'll tell you to buy the stock CRM.

Ask about a design-partner build

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