TOFUHVAC

CRM

HVAC CRM software

HVAC CRM that works where you do

Track every client, estimate, and invoice wherever you are – at the unit, in the truck, or between calls. Tofu handles the paperwork so you can focus on the job.
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Manage clients, contracts, and payments while you run the job

Client management

Keep client details in one place

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

Manage multiple business profiles

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 estimates however works best

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

Convert estimate to invoice instantly

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

Access Tofu anywhere, anytime

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.

Fast & easy invoicing for HVAC contractors

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

Jonah Murphy

NorthStar Cooling

Spend less time on paperwork, more on HVAC jobs

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.

Made for mobile, not squeezed into it

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.

Works even when the signal doesn't

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.

Only the features you'll actually use

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.

Grab a free invoice template made for the job site

Get your free HVAC invoice templates

FAQs

Everything you need to know about the product and billing

What is HVAC CRM?

Which types of HVAC companies use Tofu?

Does Tofu work for solo contractors and small HVAC teams?

How does Tofu help me collect payment faster?

How does Tofu keep all my customer information organized?

Can I attach notes, photos, and job details to a client?

How do I view a client's full job and payment history?

How do estimates, jobs, and invoices connect to my client list?

Can I see which clients have unpaid or overdue invoices?

Can I add my logo and brand to invoices?

How do I add taxes or discounts to my estimates and invoices?

Still have questions?

Need simpler client management from the field?

Less paperwork, more time on the job that pays. Store client details, send estimates, create invoices, and track payments – all from your phone.

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