Project Summit
88 features · 10 initiatives
July Release
1.1.1
Onboarding & User Management
2 features
▼
Ensures administrators can assign precise role-based permissions so each team member has the right level of access from day one.
Selection Menus Setup
Set Up and Consume Flex RBAC
1.1.2
Catalog Management
5 features
▼
A robust catalog for products and labor ensures every job is quoted consistently and accurately, reducing margin leakage.
Catalog Mgr – fcB2B EDI File Translate (Products)
Q2 Catalogs Flooring – Observations & Refinement
Q2 Catalogs Services – Observations & Refinement
Catalog Mgr – Updating Catalog with Import
Services Catalog – CSV Import Routine
1.1.3
Lead & Project Management
8 features
▼
Structured contact records and project histories from first touch to closed sale.
View Associated Work Orders
View Associated Purchase Orders
View Associated Sales Orders
Project – Sample Checkout
Communications Center
Contact Linking Enhancements
Standardize Contact Behavior Across Projects, Proposals & Flex
⚑ Merge Contacts into "Business Partner" structure
1.1.4
Proposals, Sales Orders & Payments
11 features
▼
Full sell workflow with integrated Cyncly Payments and customer-facing approval links — from estimate to signed order.
Proposal & Sales Order Refinement
Default Template Refinement
Multi-Proposal Share Links
Customize Terms & Approvals on Share Links
Consumer Proposal Approval via Share Link
Auto-Convert Proposals to Sales Orders on Approval
Cyncly Payments Integration (Proposals & Sales Orders)
Post Payments to Sales Orders via Cyncly Payments
Proforma Invoice for Prepayments / Customer Deposits
Proposals & Sales Orders: Areas and Cuts Support
Procurement & Scheduling Status at Sales Order Line Level
1.1.5
DesignFlex & Measure Mobile Integration
21 features
▼
Field measurement connects directly to Summit proposals and sales orders — eliminating manual re-entry between measure and sell.
Connect Summit Account from Measure Mobile
View & Manage Summit Connection Status
Reauthenticate / Disconnect Summit Connection
Create Summit Proposal from Measure Drawing
Link Measure Drawing to Existing Project
Update Existing Summit Proposal
Import Customer & Products
Create Contact Record from Measure
Refresh Product Data from Summit
Create Project from Measure Drawing
Retrieve Stores, Salespersons, Ad Sources & Price Lists
Create Sales Order from Measure Drawing
Quote UI/UX within Summit
Contract within Summit K&B Template UI/UX
Data Model Merge: Proposal → Flex Quote
Data Model Merge: Sales Orders → Flex Contract
ROS: Authorize Summit Integration
ROS: Build & Manage Templates with Summit Data
ROS: Create & Manage Checklists with Summit Data
1.1.6
Unified Procurement & Accounts Payable
13 features
▼
Streamlined procure-to-pay from PO through GL posting — catching margin errors before they hit the books.
POs – Create & Browse (Draft Status)
POs – Order via PDFs / Manual Email
POs – Order via Automatic Emails
POs – Centralized Browse (Itemized)
POs – Receive Individual Full Lines
POs – Comments & Notes
POs – Ship / Receive & Ship (Financial)
POs – Supplier Deposits / Prepaid Inventory
POs – Create Draft A/P from POs (Financial)
A/P Automation: Draft to Open Approval
Catalogs – FOB for Suppliers and Products
Catalogs – Default GPM% at Product Type
Q2 Helper Tables – Observations & Refinement
1.1.7
Scheduling & Provider Management
12 features
▼
Job scheduling, installer dispatch, and digital work orders — closing the gap between sold and installed.
Installation Tab: View Work Orders on Sales Orders
Installation Schedule: Multi-View Calendar
Provider Availability with Overbooking Warnings
Schedule from Sales Order (Installation)
Create Work Order PDF
Work Order: Attachments & Notes
Digital Work Order Share Link (Installer)
Installer: Edit Work Order Line Status, Notes & Attachments
Availability & PTO Tracking
Provider Management
Work Orders (K&B)
Scheduling (K&B)
1.1.8
Financial Management & Reporting
7 features
▼
Clear financial picture at every stage — from deposit to final GL posting — with dashboards and reporting that replace spreadsheet workarounds.
Job-Level Financials (K&B)
Pricing and Costing (K&B)
Sales Reports (FlexCRM)
Sales Goal Widget on Dashboard
Configurable Dashboards & Widgets (FlexCRM)
Consumer Collaboration (FlexCRM)
Custom Fields on Projects (FlexCRM)
1.1.10
UI/UX Consistency & Telemetry
1 feature
▼
Consistent UI patterns across the application so users don't relearn between modules.
Common Form & Validations
1.1.0
Architecture & Tech Debt
8 features
▼
Merging Flex and Summit into a single modern platform — reduces technical debt so teams can ship faster and with higher quality.
Infrastructure Migration – CRM POD
Infrastructure Migration – ERP POD
Infrastructure Migration – Products POD
Infrastructure Migration – Common POD
Infrastructure Migration – Inventory POD
Infrastructure Migration – Accounting POD
Technical Debt & Performance Improvements
Q2 Common Maintenance & Defects
Legacy Products
21 items · 5 products
Core ERP (RFMS)
Maintenance & Compliance Updates
2 features
▼
Maintenance & Defects
941 Update
JobRunner / FloorManager
Maintenance & Migration
2 features
▼
Quarter Migration Holder
General Maintenance & Defects
Measure
Maintenance & Technical Debt
2 features
▼
Measure Maintenance 2026 Q2
Measure Technical Debt 2026 Q2
RFMS Mobile Apps
Maintenance
1 feature
▼
Mobile Apps Maintenance 2026 Q2
APIs & Web Services
Maintenance
1 feature
▼
APIs & Web Services Maintenance 2026 Q2
1.1.1 · Summit
Onboarding & User Management
Role-based permissions so every team member has the right access from day one.
1.1.2 · Summit
Catalog Management
Consistent, accurate product and services catalog to eliminate margin leakage on every quote.
1.1.3 · Summit
Lead & Project Management
Structured contact records and project histories from first touch to closed sale.
1.1.4 · Summit
Proposals, Sales Orders & Payments
Full sell workflow with integrated payments and customer-facing approval links.
1.1.5 · Summit
DesignFlex & Measure Mobile Integration
Field measurement connects directly to Summit — no manual re-entry between measure and sell.
1.1.6 · Summit
Procurement & Accounts Payable
Procure-to-pay from PO through GL — catching margin errors before they post.
1.1.7 · Summit
Scheduling & Provider Management
Job scheduling, installer dispatch, and digital work orders — from sold to installed.
1.1.8 · Summit
Financial Management & Reporting
Clear financials at every job stage — from deposit to final GL posting.
1.1.10 · Summit
UI/UX Consistency & Telemetry
Consistent UI patterns so users don't relearn between modules.
1.1.0 · Summit
Architecture & Tech Debt
Merging Flex and Summit into one modern platform for faster delivery and higher quality.
Legacy Products
RFMS · Measure · JobRunner · Mobile · APIs
Ongoing maintenance and compliance work across all legacy products — keeping the lights on while Summit scales.