Everything you need to run the job — from first lead to final payment.
One connected pipeline, field-work tools that survive a driveway, and automation that does the chasing for you — right from your phone, nothing to install.
9 days free, every feature, no card.
One pipeline, end to end
Step through the flow every job follows — tap a screenshot to see it full size.


It starts with a lead
A customer requests a quote from your branded site, or you add them yourself. Every enquiry lands in one place — nothing lost in a text thread.
Why Toferon, not the others
Same job, fewer hoops. Here's what actually sets us apart.
Clients pay by card on your own Stripe at Stripe's published rate. Toferon adds nothing on top — the full amount settles to your bank.
Lead → quote → job → invoice → paid works on every plan and through the whole free trial. Paid plans add seats and automation; quoting and invoicing are never behind a higher tier.
Every workspace lives at yourname.toferon.com with your logo and color, a tagline, your story, your website (shown as a link card with its picture), your links elsewhere and, on Pro and Business, photos of your work, on a page search engines can read. Customers deal with your brand; Toferon stays the quiet frame.
Fast pages and big tap targets for one-handed use on a phone in the field — right in the browser, nothing to install. Back at the desk, the same workspace opens up into a sidebar, sortable tables with keyboard navigation and bulk actions, and a week time grid for dispatching and chasing money.
CSV on every plan: import your clients and services, export clients, quotes, invoices, jobs, services and mileage, plus a full workspace export from Settings — even after you cancel.
Two-factor sign-in, breach-checked passwords and strict per-business isolation on every plan, trial included. The team activity log comes with Business.
Everything in the box
Pick an area. Badges show the lowest plan that includes a feature — most are on every plan.
The core pipeline
The complete lead-to-paid workflow — on every plan, including the trial.
A tidy CRM with CSV import and export. Capture leads from your public site or add them in seconds.
Branded, line-item quotes your clients approve from their portal — no phone tag, a clear paper trail.
A shared calendar: a week grid and a by-crew board at the desk, where you drag a visit to another person or time and double bookings are flagged before anyone drives. On the phone, each teammate gets their day as ordered stops with map links and one-tap On my way, Start and Done. Everyone can subscribe to their own jobs in Apple, Google or Outlook calendar.
Invoice from real work and take card payments on your own Stripe. Toferon never touches the money.
Request deposits and state your cancellation policy up front — agreed to at approval, shown on the invoice.
Every workspace lives at yourname.toferon.com with your logo and color, a tagline, a short about, your website as a link card and your links elsewhere; Pro and up add a small gallery of your work. Search engines and link previews read the same page. Toferon stays the quiet frame. Run more than one business? One account can own several workspaces and switch between them with a press.
Field work
Tools for the driveway, not just the desk — all standard.
Capture proof of work on site; clients can see it in their portal.
Track materials and expenses against each job to see real profit, not just revenue.
Clock in and out per job and roll it up into labor totals. Forget to clock out and Toferon nudges you by email; corrections keep the original on record with a reason — audit-ready.
Log trips at your per-mile rate — or from real addresses — with a tax-season CSV.
A year or a quarter in one page for your tax preparer: money received by month and method, invoiced and outstanding, sales by item, expenses, mileage and hours. Print it, save a PDF, or download the spreadsheets.
Set work to repeat and it materializes onto the calendar automatically.
Mark a visit done and invoice it on the spot, or bill a month of recurring visits on one invoice. Prices start from your service list; you check every line before it goes out.
Fast pages and big tap targets you run from the phone browser in the field — nothing to install, no app store.
A bell in the app: quotes approved, invoices paid, jobs landing on your schedule — with per-person muting, so email isn't the only channel.
Owners and admins run the business; workers see just the jobs assigned to them (and only those clients — pricing, if you open it, follows the same rule and never lets them create invoices) unless you open it up; clients get a password-free portal. Pause a seasonal teammate without losing their history.
Automation
The conveniences that work while you sleep.
Automatic, polite nudges chase unpaid invoices so you don't have to.
A quote with no answer gets one friendly check-in email after the days you choose, so good leads don't go quiet.
Draft service descriptions and policy wording that sound like you, and get a pointer to the right step while you connect Stripe — edit before you save, with a monthly allowance per plan.
One tap sends an arrival text to customers who agreed to texts. Switch on day-before reminders they confirm with a single letter, overdue-invoice texts beside the email, and sign-in codes by text for customers who never gave an email — fewer missed appointments, fewer chases.
After a job is done, automatically invite the customer to leave a review (set your review link in Settings).
Ask what's on today, who owes you, how many customers you have, a customer's history or what's left to bill. Paste a customer's message and get a draft quote, customer or visit as a card you confirm. It reads only your workspace, only what you could already see, shows what it looked at, and never sends, books or bills anything. Switch it off for the workspace, or hide it just for you.
Security & trust
Serious protection, on by default.
Protect accounts with authenticator-app two-factor and backup codes.
Write in from the app (Help → Contact support) and get answers by email and in the app — we aim to reply within 3 business days, and Business requests are answered first.
See who did what, when — sign-ins, changes, approvals and payments.
Every password is checked against known breaches, with a strong policy enforced.
Get an email whenever your account signs in from a new device.
The client portal
A branded, password-free experience for your customers.
Customers get in with a 6-digit code emailed to them, which works only on the device that asked — no account or password to forget.
Clients approve quotes, pay invoices, and view job photos on their own time.
Built for your trade
One platform, every field-service business. Set your trade and Toferon speaks your language.
- Appliance Repair
- Carpentry
- Cleaning
- Electrical
- Garage Doors
- Handyman
- Home Inspection
- House & Pet Sitting
- Junk Removal
- Locksmith
- Music & DJ Services
- Party & Event Entertainment
- Personal Chef & Meal Prep
- Pet Care & Dog Walking
- Pool & Spa
- Property Management
- Snow Removal
- Window Cleaning
- Babysitting & Child Care
- Chimney & Fireplace
- Courier & Delivery
- Flooring
- General Contracting
- Home Health
- Home Tech & Smart Home
- HVAC
- Landscaping & Lawn Care
- Movers
- Painting
- Party & Event Rentals
- Pest Control
- Plumbing
- Pressure Washing
- Roofing
- Tutoring & Lessons
- Windows & Doors
Take cards on your own Stripe at your own rate. Toferon never adds a cut.
Your data is yours on every plan — bring it in, take it out, no lock-in.
Every feature unlocked during the trial. Pick a plan only when you're ready.







