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From estimate to payment — every step connects seamlessly in Tofu, so your jobs move faster, your cash flow stays steady, and nothing falls through the cracks
Scheduling
Organize every job from the first call to final completion. Capture equipment photos on-site so your team always works with accurate specs.
Estimates
Create professional HVAC proposals on the phone during the service call. Break down line items for parts and labor, apply markups, and send quotes before you leave. Saved services ensure consistent pricing across every customer.
Price Book
Store common HVAC services like furnace repairs, air conditioning installations, and central heating maintenance with set prices. Pull saved items into any quote instead of retyping job information.
Invoices
Send invoices as soon as you finish the job. Customers pay immediately using their preferred method. Convert estimate to invoice with one tap, eliminating manual data entry.
CRM
Access complete HVAC customers records showing system details, job history, and past invoices. Every service call, photo, and transaction stays organized in client profiles with full communication logs.
Mobile Access
Run the entire business from your mobile device in a crawlspace, on a rooftop, or between service calls. The HVAC app works in offline mode, automatically syncing once on the road so field conditions never slow you down.
“My invoices look sharp, and I know exactly when they’re seen.”
Branded proposals and invoices with your logo make a strong first impression. Professional documents help you stand out from competitors using handwritten quotes or simple spreadsheets, improving customer experience helping to close more HVAC projects.
Collect customer payment immediately after completing the job instead of waiting weeks for checks. HVAC techs can accept money on-site through Stripe using multiple payment methods, giving you instant cash flow without billing delays.
See scheduled maintenance, completed installs, and outstanding invoices in one place. Stay on top of estimates and jobs that need attention, and track payments easily. Tofu software for HVAC contractors keeps everything organized so your team works faster.
Running a field service business isn’t just about doing great work — it’s about keeping up with everything that comes after: billing, payments, and follow‑ups. Tofu connects these pieces through automation, creating operational efficiency and time savings each week — so you spend less time on management tasks and more time earning and growing.
“I used to write everything by hand. Tofu saves me hours.”
Tofu is HVAC service management software made for pros who work in crawlspaces, on rooftops, in basements, and from their trucks. Every feature handles tough conditions so you stay focused on service work, not paperwork. The ease of use means spending less time learning and more time serving customers.
Some switched from QuickBooks. Others used to do everything manually
“I can't say enough about how helpful it has been for me and my business. I am always at the wheel with no access to a computer and can send invoices and estimates from my phone”
Spend less time wrestling with complicated business software and more time completing HVAC jobs. Create estimates, send invoices, and collect money right from your phone without setup hassles or training requirements. No learning curve. No complex menus. Just tools that offer what you need for daily operation.
