Invoices built from your saved services and the parts you stock, paid by card or bank transfer. Service plans that bill on their own, a P&L for every project, and 1099s for your subs. Real double-entry books for HVAC, plumbing, electrical and every trade in between.

Start your books Kick the tires Check it out

The live sample is a real Greenback business, Northline Heating & Air. Nothing you change is saved.

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SAMPLE BUSINESS · SAMPLE DATA

Northline Heating & Air

Invoice INV-000039 for Rachel Simmons

Amount due

$486.00

Issued 2026-10-07Due 2026-10-22

How would you like to pay?

Pay by bank transfer: $486.00

No fee. Takes a few business days to clear.

Pay by card: $486.00

No fee. Clears immediately.

Payment is handled by Stripe. Northline Heating & Air receives the money directly, and your card or bank details are never seen by Northline Heating & Air or by Greenback.

387K

establishments across the six core home-service trades

60%+

of HVAC and plumbing contractors are solo operators

~70%

of services revenue is held by independents, not PE roll-ups

Sources: CT Acquisitions U.S. Home Services Market Size Statistics 2026 (Census Economic Census / CBP); VerticalIQ HVAC & Plumbing Contractors.

Invoices

Invoices built from what you actually did.

Save your services and rates once and drop them onto any invoice line. Customers pay by card or bank transfer through Stripe, and the payment posts to the right invoice without you touching it.

Products & services: your flat rates and hourly labor, saved
Parts pulled from inventory onto the invoice
Card and bank payments through Stripe
Invoice templates with your logo and colors
Credit memos for refunds, write-offs and corrections

Products & servicesSaved lines you can drop onto an invoice

LIVE SAMPLE

AC tune-upCooling inspection, coil rinse, refrigerant check

$149.00

Furnace tune-up21-point heating inspection and cleaning

$149.00

Diagnostic service callTrip charge and system diagnosis

$129.00

HVAC laborTechnician labor

$115.00/hr

Comfort Club membershipPriority service and two tune-ups a year

$19.00/mo

Service plans

Service plans that bill themselves.

Sell maintenance agreements and let recurring templates raise the invoices on schedule, monthly or every six months. Pause a plan without losing its history.

Recurring invoice templates on any schedule
Monthly memberships and twice-a-year tune-ups
Pause and resume without losing history
Next run and invoices generated, for every plan

Recurring invoicesTemplates that raise invoices on a schedule

LIVE SAMPLE

Comfort Club · Nadia PetrovActiveMonthly · next 2026-11-15

$19.00

Comfort Club · Omar HaddadActiveMonthly · next 2026-11-15

$19.00

Comfort Club · Jamal WrightPausedMonthly

$19.00

Twice-a-year tune-up · Karen LindqvistActiveEvery 6 months · next 2026-11-15

$149.00

Twice-a-year tune-up · Paul MoreauActiveEvery 6 months · next 2026-12-15

$149.00

Parts inventory

Know what's in stock, and what it cost.

Track the parts you buy to sell with quantity on hand, FIFO unit cost and reorder points. When a part goes on an invoice, its cost moves to cost of goods sold, so your gross margin is real.

Items with SKU, on hand, unit cost and value
FIFO costing, COGS posted on every sale
Low-stock flags at your reorder points
Inventory valuation report for your accountant

Inventory5 items · total value $2,185.46

LIVE SAMPLE

Dual run capacitor 45/5 MFDCAP-4505 · 23 on hand · $22.18

$510.14

Contactor 30A, 2-poleCON-30A2 · 19 on hand · $18.22

$346.18

Pleated filter 16x25x1 MERV 11FLT-1625 · 80 on hand · $6.27

$501.60

Hot surface igniterIGN-HSI1 · 7 on hand · $24.50

$171.50

Programmable thermostat, 7-dayTST-PRO7 · 11 on hand · $59.64

$656.04

Project profit

Know what every job made.

Set up a big install as a project and tag its invoices and bills to it. Equipment, materials, subs and permits roll up against the deposit and final invoice, so you see the job's real profit, not just its revenue.

A P&L for every project, for any period
Equipment, materials, subs and permits tagged to the job
Deposit and balance invoices against the same project
Open the project straight in the P&L

Hendricks heat pump installProject · ducted heat pump, 18 SEER2, 3 ton

LIVE SAMPLE

Deposit and balance invoicesHendricks Family

$14,800.00

Heat pump + air handlerRidgeway HVAC Supply

−$6,200.00

SubcontractorsBrightline Electric, Carlos Mendez Ductwork

−$2,600.00

Materials and permitLine set, fittings · permit #5521

−$1,165.00

Project net32.7% margin

$4,835.00

Subs & 1099s

Pay your subs. File their 1099s.

Enter sub bills against the job, pay them on time and keep W-9s on file. At year-end, 1099 filing shows who gets a form, who is excluded, and what is still missing before you finalize.

Vendor bills, due dates and AP aging
W-9 status on every vendor
1099-NEC recipients, totals and missing details
Vendor credits for returns and billing errors

1099 filing for 20263 recipients · $9,010.00 reportable

LIVE SAMPLE

Brightline Electric LLCReadyNEC

$3,800.00

Carlos MendezReadyNEC

$3,030.00

Precision Sheet MetalMissingNo tax ID on file

$2,180.00

CRM & proposals

Win the job before you bill it.

Track every prospect on a pipeline board from lead to proposal sent, with follow-ups and a timeline of every call and email. Send proposals and quotes, and the estimate a customer accepts becomes their first invoice.

Pipeline board with your own stages
Follow-ups and a timeline of calls, emails and notes
Proposals and quotes; accepted estimates become invoices
Win rate and pipeline value in the sales pipeline report

Prospects2 open · $44,900.00/yr estimated · 1 won

LIVE SAMPLE

Willow Creek ApartmentsProposal sentMarco Bellini

$38,500.00/yr

Fairview Dental OfficeContactedIvy Chen

$6,400.00/yr

Hendricks FamilyWonHeat pump install

$14,800.00

Field serviceCOMING SOON

Jobs, dispatch and techs, in the same books.

Field service is on the way: service locations, technicians, jobs, a dispatch board, a calendar and each technician's day, all inside the books your invoices already post to. A job posts nothing until it is invoiced.

Jobs, dispatch board and calendar
Service locations and who pays for each
Technicians with skills, zones, hours and van
Time on the clock and each tech's day

DispatchPreview · who is where today

PREVIEW

8:00 AM · Furnace no-heat callRachel Simmons · Mike

Scheduled

10:30 AM · AC tune-upKaren Lindqvist · Dana

Scheduled

1:00 PM · Heat pump commissioningHendricks Family · Mike + Luis

In progress

UnscheduledStill needs a day

The dashboard

The whole shop, at a glance.

Cash, receivables, payables and gross profit, plus project profit, what you spend money on and what needs you today.

demo.greenbackapp.com/business

Business

Your books at a glance

+ ReceiptNorthline Heating & Air ▾

Cash on hand$21,908.091 bank account on the books

Accounts receivable$524.003 customers with open items

Accounts payable$0.000 vendors with open items

Gross profit$23,961.7076.1% margin · year to date

Project · Hendricks heat pump installYear to date

IncomeDeposit and balance invoices

$14,800.00

ExpensesEquipment, materials, subs, permit

$9,965.00

Net

$4,835.00

Expense breakdownYear to date

Payroll expenses80.3%

$88.2k

Contractors & subcontractors8.2%

$9.0k

Job equipment5.6%

$6.2k

Depreciation4.1% · service van

$4.5k

Job materials0.9%

$980

Needs attention

7 transactions to reviewCategorize them and post them to the ledger

›

Receivables agingAs of Oct 15

Rachel SimmonsNothing overdue

$486.00

Nadia PetrovComfort Club

$19.00

Omar HaddadComfort Club

$19.00

InventoryFIFO

Total value5 items

$2,185.46

Low stock items

Month-end close

September 2026 is closedBooks closed through 2026-09-30

Packet

From the live Greenback sample business, Northline Heating & Air. Open the live sample →

End-to-end

Tools built for service contractors.

Industry-specific tools designed to accelerate cash flow and keep real books behind every job.

Products & services

Flat rates and labor, saved for every invoice.

Card & bank payments

Customers pay through Stripe; payments post themselves.

Recurring service plans

Memberships and tune-ups billed on schedule.

FIFO parts inventory

On hand, unit cost and low-stock flags.

Project profit

A P&L for every install.

CRM & proposals

Pipeline, follow-ups and quotes that become invoices.

Subs & 1099s

W-9s, AP aging and 1099-NEC filing.

Fixed assets

Vans and equipment, depreciated for you.

COMING SOON

Field service

Jobs, dispatch, techs and time.

Pricing

Real books, without the enterprise bill.

QuickBooks, Xero and FreshBooks need add-ons for inventory, projects or recurring plans depending on the tier. Field-service platforms are priced for big crews. Greenback is real books with the trades built in.

Software	What you get	Published pricing
QuickBooks Online	General small business accounting. Payroll, payments and time tracking are paid add-ons; 1 to 25 users depending on plan.	$38–$340/mo
Xero	General small business accounting. The entry plan is capped at 20 invoices and 5 bills a month.	$25–$90/mo
FreshBooks	Invoicing-first accounting for service businesses, priced by how many clients you bill.	$23–$70/mo
ServiceTitan / Housecall Pro	Field-service scheduling and dispatch with invoicing	~$59/mo to $498/tech/mo, plus implementation
Greenback	Double-entry books with invoicing, recurring plans, FIFO inventory, project profit, CRM and 1099s built in	$20/mo + Contractor Services module $20 per technician. Example: 2 technicians, $60/mo.

Greenback Business$20/month

Real double-entry books, banking, invoicing, bills, reports, month-end close and accountant access. Add the module for your industry.

Industry modules

Real Estate & Rentals$5/mo+ $2 per property

Contractor Services$20per technician

Cannabis & Dispensary$49/moincludes the 280E module

Personal Care & Wellness$5/mo

Accounting Firm ManagementFree for accountants+ $1/mo per client · Greenback Personal included

Switching takes one import.Bring your chart of accounts, contacts and transactions across from QuickBooks Online or Xero. Then invite your accountant.

QuickBooks Online pricing reflects Intuit's August 2026 list-price increase as reported; Xero and FreshBooks pricing from third-party comparison sites, August to October 2026. Greenback pricing is per month, billed in US dollars. Prices change often and vary by billing term and add-ons, so check each vendor's site for current rates. QuickBooks, Xero and FreshBooks are trademarks of their owners.

FAQ

Questions, answered.

Something else? Visit Help.

I'm a one-truck operation. Is this overkill?

It's built for you. More than 60% of HVAC and plumbing contractors work solo. You get real books, invoicing and service plans without an enterprise implementation.

Which trades does it work for?

HVAC, plumbing, electrical, appliance repair, garage doors, pest control, landscaping, pool and spa, cleaning, roofing, handyman and general contracting.

How do customers pay?

Connect Stripe and customers pay invoices by card or bank transfer. You receive the money directly, and neither you nor Greenback sees their card or bank details.

Is field service available?

Jobs, dispatch, technicians and time tracking are coming soon. Today you get invoicing, service plans, inventory, project profit, CRM and 1099s in your books.

Can I move my books over from QuickBooks or Xero?

Yes. Greenback imports your chart of accounts, contacts and transactions from QuickBooks Online or Xero, so you don't start from zero. Then invite your accountant and pick up where you left off.

How does Greenback compare with QuickBooks, Xero and FreshBooks?

All three are general-purpose: you bolt on add-ons, apps or spreadsheets to handle the parts that are specific to your industry. Greenback is real double-entry accounting with those parts built in, and you can import your chart of accounts, contacts and transactions from QuickBooks Online or Xero. Greenback Business is $20 a month, plus the module for your industry.

Get started

Start your books. $20 a month, plus $20 per tech.

Bring your price book and your parts list. Greenback Business is $20 a month, and the Contractor Services module adds $20 per technician. We'll help you load everything in.

$20/mo + $20 per technicianImport from QuickBooks or XeroDirect line to the team

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