One platform from lead to paid invoice. Bring your own vendors and customers — we give you the operating system around them. Margin tracked on every screen. AI Co-Pilot built in. Replaces 6 disconnected tools at one-third the cost.
Six pains. All rooted in the same thing: no tool was ever built for this workflow.
Coordinating 50+ vendors across 1,300+ cities through SMS, email, and napkin math. No source of truth, no dispatch history, no accountability.
Margin disappears between quote and invoice because nobody is watching vendor cost in real time. You're winning bids and losing money.
QuickBooks for AR, HubSpot for leads, Trello for jobs, Google Sheets for vendors. Four logins. Nothing talks. You're the integration.
End of month = your owner's free time. Pulling service records, matching jobsites, building invoices one-by-one in QuickBooks Online.
"What's the status of my dumpster?" "Did you get my invoice?" "Can you send last quarter's statements?" Same 5 questions, every week.
The bottleneck isn't demand — it's coordination overhead. To grow past 10 jobsites you have to hire admin, killing the margin you fought for.
Stacker Platforms collapses the entire brokerage workflow into one tool that already knows your industry.
Lead → Quote → Dispatch → Invoice → Paid. Convert a lead to a quote in one click, dispatch with one more, auto-generate the invoice when service starts. No double-entry, ever.
Import your existing vendor list — or onboard new ones via the built-in workflow with W9, COI, and payment terms. Smart Dispatch ranks the best 3 vendors for any job by category, location, and history.
Quote margin, MRR, vendor cost, gross profit — visible on every screen, calculated in real time. Stop discovering losses at month-end. Typical recovery: 3–5%.
Press ⌘K from anywhere. Universal search across every record. "Show me unpaid invoices over $5k." "Best vendors for dumpsters in Boulder." Claude answers in seconds.
bcrypt password hashing, tenant isolation at the API layer, full audit log. Built to OWASP from day one — not retrofitted. We sign vendor security questionnaires.
Native iOS + Android apps. Installable PWA. Offline-capable — the truck rolls through a dead zone and your data is still there. Real-time sync across every device.
14-day free trial, no credit card. White-glove migration of your existing customer list, vendors, and active jobsites. 10 minutes.
Quote a customer with live margin. Dispatch via Smart Dispatch. Invoice the customer. Reconcile the vendor cost. All in one pane.
End of month. Pick the period. Bulk-generate every invoice in one click. The thing that used to take 2 days now takes 12 minutes.
Customer opens your email, clicks Pay Now. Stripe handles the card. Your invoice updates to paid automatically. The full lead-to-paid loop runs without you touching a tab.
| Capability | Stacker Platforms | Salesforce | HubSpot | ServiceTitan | Jobber |
|---|---|---|---|---|---|
| Purpose-built for brokerages | ✓ | — | — | Adjacent | — |
| Built-in vendor onboarding (W9, COI, terms) | ✓ | — | — | Partial | — |
| Smart Dispatch (AI ranking) | ✓ | — | — | — | — |
| Margin-per-job everywhere | ✓ | — | — | ✓ | Limited |
| Bulk billing run | ✓ | — | — | ✓ | Limited |
| White-label customer portal | ✓ | Add-on | — | ✓ | — |
| ⌘K natural-language search | ✓ | Einstein | Breeze | — | — |
| Flat pricing (not per-seat) | ✓ | — | — | — | — |
| Time to onboarded | 10 min | Weeks | Days | Weeks | Hours |
| Entry price | $99/mo flat | $300/user | $0–1,200 | $300+/user | $39/mo |
Whatever you broker — Stacker Platforms handles the full lead-to-paid workflow.
Plus: freight, sanitation, equipment rental, fencing, transportation, generators, and any other service-broker workflow.
Our billing run went from a 2-day marathon at the end of every month to 12 minutes on the 1st. That alone bought back our office manager's life.
Seeing the vendor cost next to the price on every quote changed how we sell. We stopped giving away 4% per job we didn't even know we were giving away.
Smart Dispatch ranks our vendors by performance history, location, and category — so we put the right vendor on the right job in seconds, not hours of guessing.
No per-seat tax. No "Enterprise to unlock feature X." Pick a plan, get everything.
14-day free trial · No credit card · Cancel anytime · White-glove setup included.