TOFU

HVAC

HVAC software

HVAC software that gets you out more

Send estimates after diagnosing a heating system issue, then convert estimate to invoice right after installing a new heat pump. Create quotes on-site, collect payment and keep every HVAC job documented without paperwork delays.
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One simple workflow that runs your whole business

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

Quote confidence
Build estimates fast
Pull saved services and markups, add photos, adjust optional line items — then send a quote from your phone in seconds.
Error-free billing
Turn it into an invoice
Once approved, your estimate becomes an invoice automatically — no retyping, no double-entry, no math mistakes
2× faster payments
Get paid instantly
Share a secure Stripe link by text or email, or accept cards on-site. Customers pay from any device — funds arrive fast
Always organized
Everything stays synced
Client details, job details, payment history — everything lives in one place instead of scattered spreadsheets, Google Drive folders, or lost texts.

Built for real HVAC work from the field

Scheduling

Simply schedule calls and track work

Organize HVAC jobs from initial call to completion with simple job management. Capture equipment photos at the job site so your team can get the job done with accurate specs.

  • Schedule appointments and service calls in one place
  • Add property addresses so HVAC techs know where to go
  • Attach before-and-after photos and job notes for customers
  • View complete job history with status updates and activity logs

Estimates

Build estimates while standing with the customer

Create professional HVAC proposals on your 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.

  • Add your logo and business details to every HVAC estimate for HVAC companies
  • Include line items for equipment, refrigerant, labor, and fees
  • Apply markups, taxes, and discounts instantly
  • Get notifications when customers open your estimate

Price Book

Save your services and standard rates

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.

  • Create reusable service items for AC tune-ups and duct cleaning
  • Maintain consistent pricing across HVAC jobs
  • Update rates once and apply to all future HVAC estimates
  • Speed up quoting when customers wait for numbers

Invoices

Invoice and get paid before you leave

Send invoices the moment you finish with automatic invoice sync. Customers pay immediately using their preferred method. Convert estimate to invoice with one tap, eliminating manual data entry for HVAC work.

  • Accept funds through Stripe via cards, Apple Pay, Google Pay, and multiple payment methods
  • Send invoice to customers by email, text, or link instantly
  • Monitor status automatically with invoice tracking
  • Pass credit card fees to clients or cover them yourself

CRM

Keep customer information organized

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.

  • View complete job history for every property with field service software
  • Store customer information including system types, filter sizes, and schedules with client data
  • Add customer management notes in client profiles with seamless flow
  • Identify late-paying customers from HVAC contracting business

Mobile Access

Work from anywhere with your phone

Run your entire HVAC business from your mobile device in a crawlspace, on a rooftop, or between HVAC service calls. The HVAC service app works in offline mode, automatically syncing once on the road so field conditions never stop work.

“My invoices look sharp, and I know exactly when they’re seen.”

Jonah Murphy,

NorthStar Cooling

Why HVAC companies choose Tofu over complex systems

Look like a pro and get more work

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.

Get paid the same day you finish

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 your business status at a glance

View scheduled maintenance calls, completed installations, and outstanding invoices from one screen with job management. Monitor which HVAC estimates and jobs need attention and track payment status with invoice tracking. The software for HVAC contractors centralizes everything so you get the jobs done efficiently.

Get your evenings back and your profits up

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.

10h
Time saved per week on admin
Faster payments with online pay links
30%
More repeat work from a more professional image
15min
To set up and send your first estimate
More productivity. Better service. Higher profitability. That's the difference when field service software handles your admin.
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“I used to write everything by hand. Tofu saves me hours.”

Chris

, Contractor

Built for the way HVAC work really happens

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 you spend less time learning and more time serving customers.

HVAC management software for estimates, invoices, and payments

Free HVAC invoice template you can start using today

Download our free HVAC invoice templates

Field Service ❤️ Tofu

Some switched from QuickBooks. Others used to do everything manually

★★★★★

Excellent 4.9 ⬩

29.4K

 Ratings

based on reviews on App Store and Google Play

“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”

Mark Benson

, PipePros

FAQs

Everything you need to know about the product and billing

Is Tofu HVAC software available as a mobile app?
Can I start using this HVAC business software right away?
Can I build professional estimates for HVAC work?
How do I customize my invoices with HVAC billing software?
What's the process for accepting online payments?
Do you support credit card payments?
Can I manage multiple businesses from one account?
Can I pass credit card processing fees to customers?
Will this field service software work at job site with poor cell service?
Do I have to manually create invoices for each job?
Can I add notes or comments to jobs and invoices?
Does Tofu integrate with QuickBooks for accounting?

Still have questions?

Need simpler HVAC contractor software that actually works in the field?

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.

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