TOFU

CRM

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

"My old customer list was half in my phone and half on paper. Now every job finds its way back to me because Tofu actually reminds me to follow up."

Ryan W.

, HVAC, 5-person crew

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.

"Any tech on my crew can pull up a customer and see the whole story before they knock. They stopped calling me from the truck to ask what we did last time."

Tony B.

, pool cleaning, 10-person crew

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.

"I came from a sales CRM built for reps in cubicles and never used half of it. Tofu fits how a service business actually runs – customers, jobs, invoices, done."

Marisol Tan,

Tan Comfort Heating & Air

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.

Looks clean, sends fast. My clients love it too

★ ★ ★ ★ ★

Fabiannm84

This product makes invoice is a breeze, while making you look like a fortune 500 corporation

★ ★ ★ ★ ★

VEENAKAMARV

The most efficient Invoice app you can find. Facilitated my invoice experience. The layouts & available invoicing options for better presentation!Easy to set up in minutes, definitely recommend.

★ ★ ★ ★ ★

bennyhunnit

Easy to use and have invoices on the move!

★ ★ ★ ★ ★

ivanr8a

This a great app if your making the invoice on the road on your phone

★ ★ ★ ★ ★

angie2tall

I can just download this straight to my phone works perfect for my small business.

★ ★ ★ ★ ★

TiffNunez

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