Field service CRM

All your clients in one app

Save every client and see their visits, photos, notes, invoices, and full history – without digging through old notes.

Get started for free

“Tofu keeps all my clients in one area where I can easily communicate with them. Payments go directly to my bank.”

Joshua L.

, Tofu Field Service user

How it works

Add a client

Save their name, address, equipment, and notes once. Next time, it's all there.

See their history

Every visit, quote, invoice, and photo on one profile. Show up knowing exactly what happened last time.

Follow up automatically

Tofu reminds you when a client is due for their next service. No awkward calls, no forgetting.

Schedule the next visit

Rebook from the client's profile in a couple of taps. Their details are already saved.

“I love being able to email or text the client the next day. It’s so easy to use – even for older clients who are not tech-savvy.”

Marjorie N.

, cleaning business owner

Why Tofu

Know the customer before you knock

Their history, equipment, and past pricing load on the way to the door – so every visit feels like you never left.

No signal? No problem

Pull up and update any customer even with no service – basements, rural roads, dead zones. Tofu saves your changes and syncs them the moment you're back online.

All visits are saved in one place

Notes, photos, and what you did on each visit stay saved to the client – nothing left in your head or a lost text thread.

“It improves my dealings with customers by recording the day I sent the invoice and keeping invoices and estimates easy to access.”

Valeria S.

, Tofu Field Service user

Loved 🧡 by 1.9 million
business owners

Some switched from QuickBooks. Others used to do everything manually

★★★★★

Excellent 4.8  

based on reviews of Tofu Field Service on Trustpilot.

Absolutely amazing! It’s saves so much time and it gives you the professional touch needed to make you look good!

★ ★ ★ ★ ★

Tony W., Trustpilot

Tofu works with Stripe for on-site card payments, lets me turn estimates into invoices, and instantly syncs jobs, photos, and client notes offline.

★ ★ ★ ★ ★

Tofu user, G2

I use Tofu for my cleaning business, and it solves so many problems for me. I consider it a complete success for myself and my employees.

★ ★ ★ ★ ★

Marjorie N., G2

Easy to use and straightforward! Been using it for over a year now!

★ ★ ★ ★ ★

Manuela M., Trustpilot

I need some basic features like send estimate, invoice, track my jobs and get money. Tofu is good for that.

★ ★ ★ ★ ★

Tofu user, G2

I love it 10 out of 10 would highly recommend to anyone

★ ★ ★ ★ ★

David M., Capterra

FAQs

Everything you need to know about the product and billing

What is field service CRM software?

What's the difference between field service management (FSM) and a CRM?

Is a client management system the same as a CRM?

Can I import my existing customers?

Is there a CRM for my trade?

Can I use the client management app on my phone in the field?

Does the CRM connect to estimates, invoices, and payments?

Who is Tofu's CRM built for?

How is Tofu different from a sales CRM like Salesforce, or from Jobber and Housecall Pro?

Still have questions?

Tofu client management and CRM

A field service CRM for contractors

Tofu is a field service CRM built for contractors who do the work on-site — plumbing, HVAC, electrical, construction, remodeling, flooring, landscaping, and more. It keeps every customer's details, job history, and notes in one place you can reach from any driveway.

CRM that fits the trades

Most software is built for agencies and sales teams. Tofu is customer management for the field: track conversations, set follow-up reminders, store job photos, and grow a book of regulars. It's the service business CRM that helps you land the next job, not just log the last one.

Every customer and job in one place

Trade the spreadsheet, the notes app, and the separate invoicing tool for one hub. As a client management app, Tofu keeps customer records, job history, and payments together so nothing gets lost between apps and the whole crew sees the same story.

Built to grow repeat business

The value of a CRM for field service isn't the database – it's the second, third, and tenth job from the same customer. Tofu's reminders and win-back nudges turn one-time calls into loyal accounts, then connect straight to estimates and invoices so the relationship ends in "paid".


Stop losing customers to a notebook

Get started for free