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.
30 days free, every feature, no card.
One pipeline, end to end
Scroll through the flow every job follows.
- 1
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.
- 2
Send a quote they approve online
Build a line-item quote, send it, and the client reviews and approves from their own portal. Deposits and your cancellation policy are attached automatically.
- 3
Turn it into scheduled work
Approved quotes become jobs on a shared calendar. Assign your crew, set it to repeat, and everyone sees the same plan.
- 4
Invoice from the work you did
Bill straight from the job — labor, materials, mileage. Send a clean, branded invoice with a Pay-online button.
- 5
Get paid, then follow up
Clients pay by card on your own Stripe (no surcharge, ever). Then automatic reminders and review requests do the chasing for you.
Why Toferon, not the others
Same job, done a fairer way. Here's what actually sets us apart.
Clients pay by card on your own Stripe, at Stripe's rate — we never add a surcharge. Most field-service tools skim a percent of every payment you take.
Lead → quote → job → invoice → paid works on every plan. We gate the automation, never the basics — the invoicing and quoting others put behind a paywall.
Every workspace lives at yourname.toferon.com with your logo and color. Customers see you, not us — a white-label feel most small-business tools don't give you.
Fast pages and big tap targets for one-handed use on a phone in the field — right in the browser, nothing to install. Not a desktop app squeezed onto a screen.
Free CSV import and export, both directions, on every plan. Bring your list in, take everything out, and leave anytime — no lock-in.
Two-factor sign-in, breach-checked passwords, strict per-business isolation, and an activity log — standard, not an enterprise add-on.
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 with week and mobile-agenda views. Assign work and keep the crew in sync.
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. Toferon stays the quiet frame.
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.
Log trips at your per-mile rate — or from real addresses — with a tax-season CSV.
Set work to repeat and it materializes onto the calendar automatically.
Fast pages and big tap targets you run from the phone browser in the field — nothing to install, no app store.
Owners and admins run the business; workers see just their jobs; clients get a password-free portal — everyone sees only what they should.
Automation & AI
The conveniences that work while you sleep.
Automatic, polite nudges chase unpaid invoices so you don't have to.
Draft service descriptions and policy wording that sound like you — edit before you save, with a monthly allowance per plan.
One tap sends the customer an arrival text — fewer missed appointments.
After a job is done, automatically invite happy customers to leave a review.
Security & trust
Serious protection, on by default.
Protect accounts with authenticator-app two-factor and recovery codes.
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 secure email link — 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.
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.