TidyWork overview

The simple, powerful way to track materials and resources from quote to project completion.

1. Streamline your workflows

  • Create accurate quotes for projects based on materials, time and costs
  • Organise, assign and prioritise tasks so you stay on track to deliver
  • Track progress at every step from quote, to work, completion and invoice
  • Record materials and resources used for each project instantly from your phone, tablet or laptop so they're always accurate and up to date
  • Provide excellent customer service by keeping your customers accurately informed of progress every step of the way

2. Track performance and progress

  • See the most important info at a glance via the Dashboard - avoid growing costs and delays that can cut your budgeted profit margin
  • Get real-time information on project costs profitability and timeliness from the moment you create or import a project plan
  • Avoid delays and increased costs - detailed reporting and heat maps show you when projects could be heading off track
  • Know your expected margin from the outset and track actual versus planned costs
  • Allocate materials, resources and rates to your job or project based on cost and availability

3. Manage projects, resources and materials

  • View all project components in one place, including items, materials and resources you need to complete jobs
  • Describe, prioritise and assign tasks and their target completion date
  • Submit time, materials, and expenses instantly before they get lost or forgotten
  • Check off and approve work, and receive alerts if materials or resources mean you risk missing deadlines
  • Maintain a healthy cashflow by invoicing at regular milestones

4. Real-time reporting

  • Get up-to-the-minute info on project costs, time scales and resources instantly through the Dashboard
  • Check 'planned' against 'actual' cost of projects so you stay in control of whats being spent
  • Choose different reports to suit your business, including project status, time entry and work in progress
  • Ensure nothing gets missed by tracking materials and expenses for each project
  • Use Tidy at any time, anywhere. Its 100% cloud-based

5. Powerfully simple

  • Delightfully simple and intuitive to use with little training needed to get your whole team up and running
  • Easy to add users and additional features as your business grows
  • Access everything you need via a laptop, mobile or tablet
  • Keep your overheads low with monthly or yearly price plans based on features you actually use

6. Integrate with useful apps

  • Make short work of invoicing and improve your cash flow by sharing transactions with Xero and Reckon One
  • Improve collaboration and communication by integrating Microsoft Office 365 tools, including Project and Teams
  • Use EzzyBills to scan and extract data from bills, receipts etc. to reduce errors and save time managing expenses

7. General Tips

  • Be sure to save data before leaving a screen, using the green Save button at the bottom right of a screen
  • You can have multiple browser tabs open at a time for convenience. If you make a change in one screen and move to another, make sure you update the second screen with the browser refresh button
  • The Enter key automatically saves and exits data entry screens. If you havent finished editing, use the mouse or Tab key to move between fields