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Leavoda provides 14 days free trial!

Every feature to run and grow your service business.

From the first lead to payment in the driveway — Leavoda gives directors, field teams, and clients one connected platform.

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1. Product overview

Leavoda is a field-service platform for home-service businesses. As a director you run the company account; your team works jobs in the field; your clients self-serve through Client Hub — all under your subscription.

Who is included in your account

You (Director) — full company operations
Team members — field staff & contractors
Office staff — optional limited director-portal access via roles
Clients — your customers via Client Hub

What you get

Schedule jobs & visits
Quote → job → invoice → get paid
Track timesheets & contractor payouts
CRM for clients, leads, requests
Inventory, expenses, reports, chat

2. Director portal

Full company operations for the account owner (and director-portal team members, permission-filtered).

Dashboard

Home overview with trial / subscription status
Pipeline and operational KPIs

Schedule

Calendar of field visits
Map view of visits
Create and manage visits

Clients (CRM)

List, create, view, and edit clients
Jobs, visits, quotes, invoices, transactions, requests, notes
Contact, property, and billing addresses

Team

Invite and manage team members
Employee (payroll) or Contractor (invoice-based)
Access roles, rates, service areas, availabilities

Leads

Active / converted / archived lists
Convert lead → client
Linked requests

Requests

Inbound service request inbox
Request form templates
Shareable links + website embed script
WordPress shortcode plugin

Quotes

Full quote editor with versions and line items
Tax, discounts, deposits, expiration
Client signature / approval links
Convert toward jobs; PDF / HTML

Jobs & visits

Create blank or from job presets
Services, inventory qty, schedule, checklists
Job chat and client notifications
Configurable job statuses

Maintenance plans

Plans catalog and client subscriptions
Pause / cancel / resume
Recurring billing and visits

Invoices & payments

Create and manage client invoices
Collect with Stripe / Leavoda Payments
Public invoice links and Client Hub

Inventory & suppliers

Stock, warehouses, categories
Consume from job line items
Supplier directory

Timesheets & contractor payouts

Org-wide timesheets with approve / reject
Contractor invoices (CIN) from approved time
Mark paid → optional director expense

Expenses & media

Manual and recurring expenses with approval
Media asset library across jobs and docs
Photo annotations (internal vs client audience)

Reports & apps

Payments, pipeline, jobs, invoices, aging, and more
Stripe, OpenPhone, Google Reviews, WordPress, Gmail

Settings

Company configuration hub — searchable tiles that control how your account looks, bills, notifies, and operates day to day.

LanguagesDefine preferred languages across the platform for you and your team.
Tax variantsManage tax types used on quotes, invoices, and related documents.
Services (products & services)Organize your sellable catalog for quotes and jobs.
Branding & logoCustomize your visual identity on documents and client-facing surfaces.
Light / dark themesChoose a light or dark theme pack for the web app.
Leavoda PaymentsConfigure how you collect money from clients with Stripe / Leavoda Payments.
Titles automationRules for naming jobs consistently.
Job presetsStart repeatable jobs faster with standard line items and setup.
Request formsPublic templates, share links, and embed script for your website (e.g. Get a Quote).
TimezoneKeep schedules, visits, and timestamps accurate for your account.
Invoice & quote templatesControl how invoices and quotes look when shared with clients.
Notifications & notify clientIn-app alerts plus SMS/email presets for client updates.
Availabilities & service areaWorking hours, time off, and geographic coverage for assignments.
Warehouses & inventory categoriesWhere stock lives and how inventory is organized.
SMS messages & job statusesOutbound SMS presets and your job status pipeline.
Access rolesPermissions and which portals team members can open.

3. Team Member tools

Your team gets a dedicated web portal (and mobile app) so field work stays organized without giving everyone full office access.

Always available to team members

Dashboard — member home
Schedule — personal calendar
Visits — day/list navigation, visit detail
Timesheets — start / break / complete; history filters
My Invoices — contractors only: create invoices from approved timesheets
Expenses — submit / view own expenses
Live Chat — job chats
Profile, language, notifications

You control with access roles

Jobs — list, detail, create
Quotes — list / create / view
Invoices — list / create / view
Optional director-portal access for office-capable staff (permission-filtered)

Built-in guardrails

Payroll employees do not get contractor My Invoices
Team members cannot share or view client-audience photo annotations

4. Client Hub

Give clients a branded self-serve portal so they can approve quotes, track work, and pay — reducing back-and-forth for your office.

Dashboard — counts, next visit, property weather
Schedule — calendar + visit map
Requests — view / submit request forms
Jobs — list and job detail (incl. photos you share)
Quotes — view, approve, optional signature
Invoices — view and pay online (Stripe)
Receipts & Billing — payment receipts and billing profile
Profile — contact & addresses

Explore Customer Portal

5. Mobile app for your team

Native-capable app so your field team can work from the job site with the same core workflows as the Team Member web portal.

Capability	Mobile	Notes
Dashboard, Schedule, Visits	Yes	Field-first UI
Timesheets + contractor invoices	Yes	Contractors only for My Invoices
Jobs / Quotes / Invoices	Yes	You control with permissions
Expenses, Chat, Profile, Language	Yes	—
Card reader / collect payment	Yes	Native-oriented
Full CRM / Settings / Reports / Inventory	—	Director web portal

Explore Mobile Access

6. End-to-end workflows

Typical paths supported by the product.

Sales → delivery → cash

Requests can start from a lead or from an existing client.

Lead or Client→Request→Quote→Job→Visits→Invoice→Payment

Maintenance

Plan→Client subscription→Recurring billing→Maintenance visits

Contractor labor

Timesheet→Approval→Contractor invoice→Mark paid→Director expense

Client self-serve

View quote→Approve / sign→Track job→Pay invoice

7. Integrations & payments

Stripe / Leavoda Payments — your subscription, client invoice checkout, Connect payouts where configured
OpenPhone — phone integration
Gmail — communications history
Google Reviews — review workflow
WordPress — site connection and request form shortcodes
Promo codes — apply subscription discounts at checkout

Explore Leavoda Payments

Explore feature deep-dives

Jump into dedicated pages for the capabilities buyers ask about most.

Scheduling & DispatchingCalendar and crew assignment Quoting & EstimatesProfessional quotes clients can approve Invoicing & Follow-upsGet paid without chasing email Leavoda PaymentsOnline and in-person card payments Client ManagementCRM built for service businesses Customer PortalClient Hub self-serve Mobile AccessField app for your team Team MembersRoles, rates, and invites Visit ManagementAdvanced visit workflows Maintenance MembershipRecurring plans and visits Advanced ReportingPipeline and financial insights Automated NotificationsKeep clients and crews informed

Frequently Asked Questions

Need more info? Contact our support team.

Leavoda includes scheduling and dispatching, CRM for clients and leads, request forms, quotes, jobs and visits, invoices and Leavoda Payments, inventory, expenses, timesheets and contractor payouts, reports, Client Hub, a team member portal, and a mobile app for field crews — all under one director account.

Yes. Client Hub lets your customers view schedules and jobs, submit requests, approve and sign quotes, pay invoices online, and access receipts — reducing back-and-forth for your office.

Yes. Create request form templates in Settings, share a public link, or copy an embed script for any HTML site (for example a Get a Quote section). A WordPress shortcode plugin is also available.

Yes. The Leavoda mobile app supports dashboard, schedule, visits, timesheets, contractor invoices, jobs, quotes, invoices (with permissions), expenses, chat, and on-site card collection with Stripe Terminal.

The account owner (director) has full access. You can also grant permission-filtered director-portal access to office-capable team members via access roles, while field staff use the Team Member portal and mobile app.

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