For HVAC teams outgrowing QuickBooks plus spreadsheets
Run HVAC jobs, invoices, and cash in one workflow.
Leafypad helps growing HVAC businesses replace QuickBooks plus spreadsheets plus disconnected job tools with one system for parts, labor, invoicing, payments, and accounting continuity.
Built for growing service businesses using QuickBooks plus spreadsheets and disconnected ops tools.
Built for HVAC teams with jobs, technicians, invoices, and books across too many systems.
10 to 50 employees
5 to 20 technicians
QuickBooks plus spreadsheets plus disconnected job tools
Second location or growing technician count
Invoice lag, poor margin visibility, or parts and labor disconnected from accounting
The problem usually is not QuickBooks alone. It is everything happening around it.
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Jobs get completed before invoicing catches up.
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Parts and labor are hard to tie back to margin.
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Office staff re-enter the same information across tools.
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Owners cannot see clearly where cash is stuck.
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Accounting and field activity do not stay in sync.
From quote to job to invoice to payment to books.
Leafypad connects the commercial workflow for HVAC businesses so work completed, invoices sent, payments collected, and accounting records do not live in separate systems.
01
Quote and order
02
Job and technician activity
03
Parts and labor capture
04
Invoice and Stripe-powered payment collection
05
Accounting and cash visibility
Built for workflow continuity, not software sprawl.
See job profitability sooner
Connect parts, labor, invoicing, and payment status.
Reduce admin drag
Fewer duplicate updates between field, office, and finance.
Keep work, money, and books connected
Invoice, payment, AR, cash, and accounting continuity in one view.
Avoid traditional ERP weight
Guided workflow scope without a consultant-heavy ERP project.
Replace QuickBooks plus spreadsheets plus disconnected job tools.
Current Stack
QuickBooks for books
Spreadsheets for job and margin tracking
Disconnected job or scheduling tools
Manual invoice follow-up
Delayed visibility into cash and margin
Leafypad Workflow
Jobs, parts, labor, invoices, payments, and accounting continuity in one workflow
Stripe-powered invoice payment collection
AR/cash visibility and cleaner accounting context
Proof of the workflow underneath.
Quote → job → parts/labor → invoice → Stripe payment → cash visibility
✓
Quotes, orders, invoices, receipts, and AR aging
✓
Projects, jobs, and time cards
Inventory and purchasing connection
✓
Accounting and general ledger depth
Best fit now — and where Leafypad is not ready yet.
Best fit
HVAC and adjacent service businesses
10 to 50 employees
Using QuickBooks plus spreadsheets or disconnected job tools
Recurring pain around jobs, invoicing, collections, or profitability visibility
Not a fit yet
Solo contractors with low workflow complexity
Retail or POS-first businesses
Ecommerce-first merchants needing storefront depth
Enterprises expecting full consultant-led ERP deployment
Mobile-first field organizations needing mature native apps immediately
Payroll-first buyers whose main purchase trigger is HR administration
Questions HVAC teams usually ask.
See whether Leafypad fits your HVAC workflow.
Talk through jobs, parts, labor, invoicing, payments, and accounting continuity with us.