Tuffy Partner Portal for HVAC and plumbing contractors

For HVAC and plumbing contractors who work in homes, businesses or both. Track every job from the first lead to the final payment, and send Tuffy what your clients need beyond the HVAC and plumbing work.

What HVAC and plumbing contractors use most

A pipeline built for jobs. Each job moves through Lead in, Contacted, Walkthrough scheduled, Estimate sent, Follow-up, Deposit / materials invoiced, Job scheduled, Job in progress, Job complete and Paid. Any step can be skipped, so an emergency call can go straight to Job scheduled. Mark each job Residential or Commercial, and show either one.
Paste a lead. Copy a lead from an email or a text, from a lead service or a person, and paste it in. The portal reads the name, phone, email, address and what they need, you check every field, and one save adds the account, the contact and a job with the next step "Reply to the lead" due today. The pasted text is not kept.
Smart templates for every step. Ready-made messages you can change: a reply to a new lead, a walkthrough confirmation, an estimate follow-up, a deposit and materials note, a job scheduled notice, a job complete note with a review request, a friendly payment reminder and a seasonal tune-up reminder. Each one fills itself in with the client's name, address and your own name and company, ready to paste into a text or an email. There are checklists for the walkthrough and for closing out a job too.
Stage actions. When a job moves into a stage, the portal can set its next step, hand it to a teammate, email your team and offer the message that goes with that step.
Send an RFQ for what your clients need beyond your trade. Internet and networking, phones, security cameras and access control, energy and more. A Tuffy advisor picks up to 3 vetted providers for each RFQ, or, in most categories, you name the providers you prefer, and the proposals come straight to you. Your own work (repairs, replacements, water heaters, drains, maintenance plans and the rest of your HVAC and plumbing work) stays in your pipeline and is never sent as an RFQ.
A map, business cards and Field seats. See your accounts on a map and plan a day of visits, scan business cards into your accounts, and give your technicians Field seats to send what they see on site.

Your clients stay your clients

Your clients stay your clients. Tuffy Communications sees a client's contact information only when you include it in a Request for Quote (RFQ) you send us. We work that RFQ with you, and never contact your client directly unless you ask us to.

Get started

Request a partner seat · How it works · About the Tuffy Partner Portal

Other partner types

Updated October 2026