TidyWork
Cloud-based project and job management system that makes it easy to manage your business
Book A Free Initial Consultation
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
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