Offer Library
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. Marcus owns this doc; changes require his sign-off plus Dave's if a new line is being added.
The four service lines
Summit sells exactly four service lines. The names below are the official names; use them in the CRM, in estimates, and in every customer-facing message.
| Service line | One-line description | Typical job size | Detail doc |
|---|---|---|---|
| Roofing Services | Repair, replacement, inspections, storm damage assessment | $650 minimum repair up to $38,000 replacement | Roofing Services |
| Exterior Restoration | Siding, gutters, soffit/fascia, exterior paint, insurance restoration | Varies; often bundled with roofing after storms | Exterior Restoration |
| Remodeling Services | Kitchens, bathrooms, basements, light-commercial build-outs | $15k–$150k projects | Remodeling Services |
| Emergency Property Repair | 24/7 line for active leaks, tree strikes, board-ups, tarping | $450 flat dispatch + tarping, credited toward permanent work | Emergency Repair |
How the lines relate
- Emergency jobs are usually the front door to a Roofing or Exterior Restoration job. The $450 dispatch fee is credited if Summit does the permanent repair, which is why the emergency line exists.
- Storm events drive combined Roofing + Exterior Restoration scopes. Tara estimates them as one project with line-item detail so insurance adjusters can read them.
- Remodeling is the only line that regularly runs longer than two weeks on site and the only one with progress billing.
- Inspections (roofing) are free and are treated as a lead-generation activity, not a revenue line.
Rules that apply across every line
- Free estimates on all four lines. No exceptions, no "estimate fees."
- Ranges only until a site visit or photo review has happened. Nobody quotes a firm price from the phone script. See Pricing and Estimating Rules.
- Every lead gets a service line tagged in GoHighLevel at intake so reporting stays clean. Rosa audits this weekly.
- If a request falls outside these four lines (new-construction roofing for builders, interior painting alone, HVAC, plumbing-only work), decline politely and refer out. The full list of declines lives in What We Do Not Do.
- Fit matters as much as scope. Check Best Fit Customers and Bad Fit Customers before pushing a marginal lead through the pipeline.
Sample phrasing for intake
- "We handle roofing, exterior restoration like siding and gutters, remodeling, and 24/7 emergency repairs. Which of those is closest to what you need?"
- "I can't give you a firm number over the phone, but I can tell you the typical range and get an estimator out there. Estimates are free."
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