Module
CRM
Replaces tools like HubSpot Sales and Salesforce
- Contacts, companies and full activity history
- Pipeline stages that match your sales process
- Estimates and quotes that convert into jobs
- Email and calendar integration
Business consulting & custom platforms
One platform, built around how your business runs.
We study your operation, then design and build the software it needs: focused workflow apps, integrations between the systems you keep, or a complete ERP. Delivered in under 30 days for most businesses, hosted in the cloud, owned by you and supported by us.
Under 30 daysto a working ERP for simple to medium-complexity businesses
Any APIconnected, including every major accounting platform
20% time backthrough automation of routine work
Yourshosted in the cloud, you own it, we support it
Services
Four ways to engage, one standard of work.
Start with a single process or replace your full stack. Every engagement begins with understanding how your team actually works.
Complete
Custom ERP Platforms
One system for sales, service, projects, operations and reporting, designed around your process.
Explore Custom ERP FocusedWorkflow Applications
Purpose-built apps that remove a specific bottleneck: intake, approvals, scheduling, field capture.
Explore Workflow Apps ConnectedAPI Integrations
Connect accounting, payments, CRM and payroll so data is entered once and flows everywhere.
Explore Integrations Audit-readyAutomated Compliance
SOC 2, ISO 27001 and CIS evidence pulled from your connected systems, with documentation generated for third-party audits.
Explore ComplianceWhat we replace
Retire the subscriptions. Keep the capability.
Our platforms take over the work of the standalone tools most businesses rent by the seat. Optimization comes first; the cost savings follow.
See all platform modulesDelivery
From first conversation to go-live in four weeks.
Case study
From an internal app to a market product.
restori.io
We built a custom operating platform for a restoration company to run its jobs, crews and documentation in one place. It worked so well that the company took it to market as restori.io, a scalable platform-as-a-service for restoration businesses.
Read the case study
restori.io
- Internal platformBuilt for one restoration company
- Proven in daily operationsRunning real jobs and crews
- Brought to marketScalable PaaS for the restoration industry
After launch
Fully supported. Fully yours.
We support the platform for as long as you need us: new logic, maintenance, updates and new integrations. The platform is hosted in the cloud, and you own it and its code.
How support and ownership work- New logic and features as your business changes
- General maintenance, updates and fixes
- Hosted in the cloud
- You hold the source code and the data
- No per-seat licensing and no lock-in
Home / Services / Custom ERP
Custom ERP Platforms
A complete ERP in under 30 days.
For simple to medium-complexity businesses, we design, build and launch a full operating platform in four weeks. It replaces the rented tools your team juggles and connects to the systems you keep.
Scope
Everything the business runs on, in one place.
We assemble your ERP from the modules your operation needs and shape each one to your process. Nothing you will not use.
- Sales
- Leads, pipeline, estimates and quotes, customer records
- Service
- Tickets, service agreements, time tracking and billing (PSA)
- Operations
- Projects, scheduling, dispatch, field work and checklists
- Supply
- Inventory, purchasing, vendors and fleet
- Finance
- Job costing, invoicing and two-way sync with your accounting platform
- Insight
- Live dashboards and reports across every department
- Control
- Roles, permissions, approvals and audit history
The 30-day build
Working software every week.
You review real screens from week one. Larger operations ship in phases, with the first phase live in the same window.
Good fit
When a custom ERP makes sense
- You pay for four or more per-seat platforms that do not talk to each other
- Staff retype the same customer, job or order into several systems
- Off-the-shelf ERPs quoted you months of implementation and a large license fee
- Reporting means exporting spreadsheets and stitching them together
- Your process is a competitive advantage and software keeps forcing you to change it
Home / Services / Workflow Applications
Workflow Applications
Fix the process everyone works around.
A focused application for one part of the business, delivered in days to weeks. It is the fastest way to see results, and it can grow into a full platform later.
Common builds
Applications we build most often
Intake & requests
Web and internal forms that create the job, ticket or order and route it to the right person.
Approvals
Purchase, estimate, expense and change-order approvals with clear audit history.
Scheduling & dispatch
Assign crews and technicians by skill, location and availability, with mobile updates.
Field data capture
Checklists, photos, readings and signatures from the job site, synced instantly.
Document generation
Proposals, contracts and reports filled from live data and sent for e-signature.
Operational dashboards
One view of the numbers each team watches, refreshed from source systems.
Automation
Built to hand back 20% of your team's time.
Routine steps such as data entry, status updates, reminders and handoffs run automatically. At a $75,000 average salary, that is about $15,000 of capacity per person each year.
Estimate it for your team- Typical timeline
- One to three weeks per application
- Connects to
- Your accounting, CRM, payments and any platform with an API
- Works on
- Desktop, tablet and phone
- Grows into
- A module of a full custom ERP when you are ready
Home / Services / API Integrations
API Integrations
If it has an API, we can connect to it.
Keep the platforms that earn their place and make them work together. We build reliable, monitored integrations so information is entered once and appears everywhere it is needed.
Platforms
Systems we connect most often
- Accounting
- QuickBooks OnlineXeroSage IntacctNetSuiteFreshBooksAny accounting platform
- Payments
- StripeSquareACH & bank feeds
- CRM & sales
- HubSpotSalesforcePipedrive
- Payroll & HR
- GustoADPPaychex
- Workspace
- Microsoft 365Google WorkspaceSlackTeams
- Industry
- Field serviceE-commerceTelephonyYour in-house systems
How we build them
Integrations that hold up in production
Two-way sync
Invoices, payments, customers and items stay matched in both systems.
Field mapping
Your chart of accounts, classes and job codes map exactly as your accountant expects.
Monitoring
Failed syncs are logged, retried and flagged before anyone notices a gap.
Maintained
When a vendor changes its API, we update the connection as part of support.
Home / Services / Automated Compliance
Automated Compliance
Audit-ready for SOC 2, ISO 27001 and CIS, automatically.
Because your platform owns the integrations, it can see the systems auditors ask about. It pulls the evidence, maps it to each control and generates the documentation your third-party auditor needs.
Frameworks
The frameworks your customers and auditors ask for
SOC 2
Trust Services Criteria for security, availability, processing integrity, confidentiality and privacy. Evidence collected across the audit period for Type I and Type II reports.
ISO/IEC 27001
Information security management system documentation, Annex A control mapping, risk register and statement of applicability, kept current.
CIS Controls
Prioritized safeguards for asset inventory, access control, configuration and logging, checked continuously against your connected systems.
Why it works
Your platform already holds the evidence.
Most compliance tools bolt on afterward and ask your team to upload screenshots. Your Unstack platform is already connected to your identity provider, cloud, devices, HR and ticketing systems, so evidence is collected where it lives, on a schedule, with a timestamp.
- Access
- User lists, MFA status, role changes and access reviews from your identity and workspace platforms
- People
- Onboarding, offboarding, background checks and security training from HR and payroll
- Assets
- Device inventory, encryption and patch status from endpoint and fleet tools
- Change
- Tickets, approvals and deployment history from project and development tools
- Vendors
- Vendor list, contracts and risk reviews from finance and procurement records
- Monitoring
- Logging, backups and incident records from your cloud and service desk
What you get
From evidence to auditor-ready package
Control mapping
Each control in SOC 2, ISO 27001 and CIS mapped to the systems and records that prove it.
Automatic evidence
Evidence pulled on a schedule through the platform's integrations, timestamped and stored.
Generated documents
Policies, control narratives, system descriptions and evidence indexes built from live data.
Continuous monitoring
Alerts when a control drifts, such as a user without MFA or a missed access review.
Unstack prepares evidence and documentation for your audit. Certification and attestation reports are issued by your independent third-party auditor.
Home / Platform Modules
Platform Modules
The modules that replace your subscriptions.
Each module takes over the job of a standalone platform. Use one, or combine them into a complete ERP. Every module shares the same data, so nothing is entered twice.
Module
PSA & Service
Replaces tools like HubSpot Service and standalone PSA platforms
- Tickets, SLAs and service agreements
- Time entry tied to clients and projects
- Billable hours flowing straight to invoicing
- Customer portal for requests and status
Module
Project Management
Replaces tools like Monday.com and Asana
- Boards, task lists and milestones
- Templates for recurring project types
- Budgets and job costing against actuals
- Automatic status updates and reminders
Module
Scheduling & Dispatch
Replaces standalone scheduling and dispatch apps
- Crew and technician calendars
- Assignment by skill, territory and availability
- Mobile job details, check-in and completion
- Customer appointment confirmations
Module
Electronic Signatures
Replaces per-seat e-signature subscriptions
- Proposals, contracts and change orders
- Documents generated from live job data
- Signing on any device, with audit trail
- Signed copies filed to the right record
Module
Inventory
Replaces inventory add-ons and spreadsheets
- Stock by warehouse, truck and job
- Reorder points and purchase orders
- Usage posted to jobs as it happens
- Item sync with your accounting platform
Module
Fleet Management
Replaces standalone fleet platforms
- Vehicle and equipment register
- Maintenance schedules and service history
- Assignment to drivers and jobs
- Telematics data where your provider offers an API
Module
Reporting & BI
Replaces tools like Tableau and Power BI
- Live dashboards for every department
- Profitability by job, client and service line
- Scheduled reports by email
- One source of truth, no exports
Module
Compliance Automation
Replaces standalone compliance platforms and evidence spreadsheets · Details
- SOC 2, ISO 27001 and CIS Controls mapped to your systems
- Evidence pulled automatically through the integrations the platform owns
- Policies, control narratives and audit packages generated from live data
- Continuous monitoring with alerts when a control drifts
Home / Support & Ownership
Support & Ownership
We support it fully. You own it outright.
After launch we stay on as your platform team. And because the platform and its code are hosted in the cloud under your ownership, they are your property from day one.
Ongoing support
Your platform keeps pace with the business.
New logic
New workflows, rules, fields and features as your process changes.
Maintenance
Updates, security patches, performance tuning and fixes.
Integrations
New connections when you add or switch platforms, and upkeep when vendors change their APIs.
Your team
Training for new hires and a direct line when something needs a hand.
Ownership
Hosted in the cloud. You own it. We support it.
Most software is rented: stop paying and you lose it. Our platforms are hosted in the cloud under your account, and you hold the code and the data.
- Hosting
- In the cloud, under your ownership
- Source code
- Yours
- Data
- Stored in your systems, exportable at any time
- Licensing
- No per-seat fees on the platform we build
- Lock-in
- None. You keep us because the support is worth it
Home / Cost Calculator
Cost Calculator
See what your stack really costs.
Select the platforms a custom build would replace, set your team size and average salary, and see the yearly value of retiring subscriptions and automating routine work.
Yearly value
Current platforms / mo$0
Subscriptions retired / yr$0
Time recovered (20%) / yr$0
$0
Review these numbers with us
0 hours a year returned to your team.
Assumptions: HubSpot Sales and Service at $100, Monday.com Pro at $24 and Tableau Enterprise at $35 per user per month. Lines marked "typical" use common market rates. Time savings assume automation frees 20% of a 2,080-hour work year at the salary you enter.
Home / Case Study / restori.io
Case study · Restoration
restori.io: built for one restoration company, now a platform for the industry.
What began as a custom internal platform for a restoration company became restori.io, a scalable platform-as-a-service that other restoration businesses now run on.
The challenge
Fast-moving jobs, scattered across tools.
Restoration work runs on speed and documentation. A water, fire or mold loss has to be answered quickly, crews dispatched, conditions recorded on site, paperwork signed and every step documented for the customer and the insurance carrier.
The company was managing that work across separate platforms for customers, scheduling, projects, signatures and reporting. Information was entered more than once, and no single view showed where every job stood.
What we built
One platform for the whole job lifecycle.
We mapped how the company's office staff, project managers and field crews actually worked, then built the platform around it.
Intake & customers
Leads and new losses captured once and turned into jobs, with full customer history.
Job management
Every job's status, tasks, notes and team in one record, from first call to final invoice.
Scheduling & dispatch
Crews and equipment assigned and tracked across active jobs.
Field documentation
Photos, readings and checklists captured on site and attached to the job.
Electronic signatures
Authorizations and agreements signed on any device and filed automatically.
Reporting & accounting
Live job and company reporting, with financial data connected to accounting.
The product
Inside restori.io
Screens from the live platform, on desktop and in the field.
From internal tool to product
Built to scale from the start.
Because the platform was designed around real restoration workflows rather than generic software, it fit how restoration businesses work. And because the company owned the platform and its code, it was free to take it further.
We helped turn the internal application into restori.io, a platform-as-a-service that can onboard new restoration companies and scale with them, while the original company continues to run its own operations on it.
- Serves
- Restoration companies, public adjusters, packout and contents companies, franchise systems
- Modules
- 17, including CRM, estimates, inventory, fleet, timesheets, finance and e-signatures
- Model
- Each company gets its own workspace, branding, roles and settings
- Integrations
- QuickBooks Online sync and Azuga fleet telematics
The software we build for your business is yours. For this client, that meant a better-run company and a new product line.
Home / Contact
Book a consultation
Bring us your most difficult process.
In a 45-minute working session we map it with you and tell you what we would build, how long it would take and which subscriptions it would replace.
What happens next
- Tell us what slows your team down
- We review your current tools, costs and workflows together
- You receive a scoped plan, timeline and fixed price
Questions
What owners ask first
How can a custom platform cost less than off-the-shelf software?
Off-the-shelf platforms charge per user, every month, and still need add-ons and consultants to fit your business. We build only what you use, it replaces several subscriptions at once, and there are no per-seat fees on what we build.
Can you really deliver a full ERP in under 30 days?
Yes, for simple to medium-complexity businesses. Larger operations are delivered in phases, with the first phase live in the same window.
Will it work with our accounting system?
We integrate with any accounting platform that offers an API, including QuickBooks Online, Xero, Sage, NetSuite and others.
Who owns the platform?
You do. The platform and its code are hosted in the cloud and are your property. We support it.
What happens after launch?
We fully support the platform: new logic and features, general maintenance, updates, fixes and new integrations as your business changes.
Ready to see what one platform could do for you?
Book a working session. You will leave with a clear plan, a timeline and a list of subscriptions you can cancel.