Everything Included

Built for the business owner, not the back office.

Every feature in RightStack is designed around how service businesses actually work — not how software companies think they work.

Invoicing & Quotes

Professional Invoices

Create and send branded invoices in minutes. Your logo, your client's details, your line items — done.

Quote Builder

Send quotes before the job starts. Clients accept or decline right from their inbox — no account needed.

Service Catalog

Build your catalog once. Pull any service into an invoice or quote in seconds. New items are suggested automatically.

Tax Support

Add tax rates to invoices with one toggle. Subtotal, tax, and total calculated automatically.

Invoice Numbering

Auto-generated invoice and quote numbers in your own format, keeping your books organized.

PDF Downloads

Every sent invoice is available as a downloadable PDF for your records or your client's.

Client Management

Client Profiles

Every client gets a full profile — contact info, invoice history, total revenue, and last job date.

Editable Client Info

Update client details directly from any invoice or quote — changes sync across your account.

Client Scheduling

When a client accepts a quote, they can share their preferred dates right from the acceptance page. No back-and-forth.

Win-back Intelligence

See exactly which clients haven't booked in 90+ days, ranked by revenue potential. Remove anyone who doesn't fit.

Email & Communication

Direct Email Delivery

Invoices and quotes go straight to your client's inbox — branded with your business name and logo.

Email Open Tracking

Know the moment a client opens your invoice. The perfect signal to follow up.

Quote Acceptance Flow

Clients accept or decline quotes with one click. No login, no friction, no phone tag.

Analytics & Insights

Business Summary

AI-powered summary of your business performance, updated with every invoice. Powered by Anthropic.

Revenue by Lead Source

See which marketing channels bring the highest-value jobs — so you know where to invest.

Quote Conversion Rate

Track what % of quotes become jobs and spot sales problems before they become revenue problems.

Client Concentration Risk

Know if too much revenue depends on too few clients — before it becomes a vulnerability.

Average Job Value Trend

See if your average job size is growing or shrinking over the last 6 months.

Monthly Revenue Chart

12-month revenue visualization so you can spot your busy seasons and plan ahead.

Ready to turn your invoices into growth?

Free to start. No credit card required.

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