Offers & Services

Purpose: The master index of everything Summit Home Services sells. Sales, office, and the agent all start here when a caller asks "do you do X?" If a service is not in one of the four lines below, we do not offer it.…

Purpose: Defines what Summit's roofing line covers, how jobs are scoped, and what intake and sales need to know to qualify a roofing lead correctly. Pete owns execution; Tara owns pricing; Marcus's team owns the sales…

Purpose: Defines the exterior restoration line: what it covers, how it pairs with roofing after storms, and how to qualify these leads. Pete owns crew execution; Tara scopes and prices; the insurance-heavy nature of…

Purpose: Defines the remodeling line: project types, size boundaries, payment structure, and how these longer projects differ from the rest of the business. Dave personally signs off every remodel contract, so this doc…

Purpose: Defines the 24/7 Emergency Property Repair line: what counts as an emergency, the dispatch fee, and how emergency jobs convert into permanent-repair work. Pete owns dispatch and crew response; the after-hours…

Purpose: The single source of truth for how Summit prices work and produces estimates. Tara owns this doc. If a number or rule anywhere else in the vault disagrees with this page, this page wins and the other doc gets…

Purpose: Describes who Summit serves well, so sales effort goes where it pays off. Marcus uses this to coach the reps; intake uses it to prioritize; the agent uses it to score and summarize leads. This is about fit, not…

Purpose: Names the lead patterns Summit should decline or de-prioritize, and gives the language for saying no politely. Marcus maintains this with input from Tara (estimating time wasted) and Pete (jobs that went…