Simple to use from day one
Most HVAC contractors send their first invoice within minutes of signing up. No training videos, no setup calls, no learning curve. Tofu works the way you already think – add the job details and hit send.
❤️
15,124
users joined last week

Client management
No more scrolling through texts or digging up old notes. Tofu keeps every client's name, address, job history, pricing, and payments in one profile you can pull up fast.

Multi-business support
Running heating, cooling, and maintenance all at once? Tofu lets you set up separate business profiles in one account – switch between them without leaving the app.

Sharing options
Send an estimate by text, email, or link. Real-time updates show when clients open it, so every follow up hits right for a better customer experience.

Estimate to invoice
Client approved the estimate? One tap turns it into an invoice. All the details carry over, and the job stays linked so you can track payment without extra steps.

Mobile Access
Pull up invoices, communication history, and contacts from your phone, tablet, or desktop. Data sync keeps everything current – update on one device, see it on all of them.

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

Most HVAC contractors send their first invoice within minutes of signing up. No training videos, no setup calls, no learning curve. Tofu works the way you already think – add the job details and hit send.

Every part of your workflow was designed for mobile first. Create estimates in bright sunlight, send invoices on site right after a repair, and review past projects from the truck between calls. No desktop required.

Basements, mechanical rooms, rural properties – HVAC work takes you to every kind of job site, including spots with no signal. Tofu lets you create estimates and invoices offline and syncs everything automatically when you're back online.

Tofu focuses on what matters: client management, job tracking, estimates, invoices, and payments. No forced bundles with scheduling modules or inventory systems you'll never touch. You get a clean, focused tool – not a bloated platform you're paying for but never using.


Everything you need to know about the product and billing
A CRM solution helps HVAC contractors organize customer information, service history, and estimates in one place. This service management software keeps client details and communication records connected. Tofu is an hvac crm solution built for field service pros who want to automate busywork and improve customer retention.
Tofu works for hvac companies of all kinds – from residential air conditioning crews to commercial climate control teams. It's a crm solution for hvac that keeps customer records organized at the job site. You get clean estimate and invoice management without enterprise-level complexity.
Yes. Tofu helps hvac businesses from a single contractor to crews of 15. Everyone shares client records, job history, and invoices in real time through one dashboard. Think of it as software for hvac companies that keeps your whole team aligned – no complicated setup.
Tofu shortens the path from estimate to payment. Build an estimate on site, use estimate tracking to see when clients open your quote, then convert to an invoice with one tap. Payment tracking through Stripe integration lets customers pay by card, Apple Pay, or Google Pay.
Tofu acts as customer relationship management software where every client lives in a searchable list. Each profile stores contact details, job history, estimates, invoices, and quote delivery status. When you need to follow up or reference past work, all the relationship management data is in one place.
You can add information directly to jobs, estimates, and invoices – and it all links back to the right client automatically. Job site photos, material receipts, special instructions, and contact notes stay organized inside each client's customer records instead of scattered across your phone.
Open any customer profile to see project status, past jobs, estimates, invoices, and payment records together. Customer profiles give you a quick reference for previous work when quoting a new repair or following up on an overdue balance.
Tofu's contact management ties everything together to streamline your workflow. Add a customer once, and their client information carries over to every estimate, job, and invoice. When you convert an estimate to an invoice, all details transfer automatically – no retyping names or line items.
Every invoice status is stored with the client – paid, pending, or overdue – visible at a glance. You can spot late payments instantly and send a reminder right from your invoice list. Built-in payment tracking means spreadsheet elimination for good.
Yes. Add your logo, business details, and pick from customizable colors and templates so every estimate and invoice matches your brand. Your documents look polished and professional whether you send them from the office or straight from the job site on your phone.
Set tax as a percentage and choose whether it's included or excluded from the total. Apply discounts as a fixed amount or percentage to individual line items or the overall estimate and invoice. Tofu handles all the calculations automatically – no manual math needed.
Less paperwork, more time on the job that pays. Store client details, send estimates, create invoices, and track payments – all from your phone.