TidyWork

Cloud-based project and job management system that makes it easy to manage your business

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Quote

  • Create a fixed price quote or an estimate, giving a price for time and materials
  • Quote time without assigning team members
  • See what status your quote is at any time – 5 different stages
  • Once the quote is accepted, a new project will be created with a ‘not started’ status
  • Edit the new project by assigning a project manager – quoted details are automatically transferred into the new project

Report

  • Check ‘planned’ against ‘actual’ cost
  • Avoid cost over-runs on project with detailed reporting and heat maps
  • TidyWork creates reports as Word document, Excel spreadsheet or PDF files
  • TidyWork enables you to have full control over the styling, branding, content and layout of your quotes, invoices and purchase orders   *Fee applies

Track

  • Use our project console to view all project components in one place
  • TidyWork provides real-time information on a project’s cost, profitability and timeliness from the moment you create or import a project plan
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Invoice

  • Create invoices within TidyWork and push them through to Xero
  • Approved time, materials and expenses are automatically added to an invoice queue
  • Choose the level of detail you’d like your customer to see – a summary or a detailed account

Manage

  • Describe, prioritise and assign tasks and their target completion date
  • Allocate staff resources and charge-out rates to your job or project
  • Receive alerts if you fall behind schedule
  • Check off and approve work
  • Auto-approve completed work to further streamline your business
  • Submit time, materials and expenses at the end of a day or week – whatever suits your business

Integrate

  • TidyWork integrates seamlessly with Xero, Microsoft Project, Microsoft Outlook and other software solutions
  • Select the invoices you want to generate within Xero. Your invoices will automatically be matched to the right Xero account

Sign up for a TidyWork trial now!

Get Started!