TidyWork

Do you manage jobs or projects?

Do you want to save time and run your business more efficiently?

TidyWork is a cloud-based project and job management system that makes it easy to manage your business from proposal to invoice any time, from any device and in any location. TidyWork integrates seamlessly with Xero.

TidyWork features support your business to:

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

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
  • Use your iPhone, iPad, smartphone or tablet to manage your project from anywhere
  • A personalised dashboard contains just the information and tools you need in your role

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

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

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

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

Our customers rely on TidyWork. Read some of their stories:

Creatives

Superdream is a communications agency, based in the UK and Brisbane, with 50+ specialists working in a wide range of media.

"We are a time-based business so it is really important to us to track and measure productivity of our personnel’s time. Prior to Tidy, we logged all time by manual time sheets and collated all time sheets to one spreadsheet. This got increasingly difficult as the business grew in size.  Every member of staff now logs time daily and everybody is more aware of how efficiently they use their time. Time is revenue and improving productivity improved the gross margin. Increased productivity and transparency are the key benefits. We use data intelligently that helps us to quote subsequent jobs and ensure that we make the margins we need."

Superdream

Communications agency
See full case study

Engineering

Civil and structural engineering consultancy Crouch Waterfall, based south of London and in Bristol, handles maintenance of bridges and other structures on the railways, rivers and canals all over Britain. Much of their work is carried out at night. Using cloud-based TidyWork for workflow management has increased their billable hours and they can now assess the profitability of each project at any time.

“The dashboard gives engineers and project managers a better idea of what is going on and how efficient their projects are. I can keep an eye on each job individually, and know constantly whether we are in profit, and if not, why not.”

Crouch Waterfall

Consulting engineers
See full case study

Manufacturing

Based in Hawera New Zealand, FNE Engineering are Stainless Steel specialists for the dairy, food, beverage and petrochemical industries, providing services from design, fabrication, installation and commissioning through to on-site preventative maintenance and repair. FNE Engineering discovered the commercial benefits of using TidyWork to produce quotations:

“I’ve done half a dozen quotes using TidyWork and we have won all of them. I can’t believe how long it used to take before. We get a better breakdown on our projects – nothing is hidden. Our biggest dairy client Fonterra (the world’s biggest dairy products exporter), says our quotes are leading the way amongst their contractors. Everything is up-front and honest, which is good for us and for our clients.”

Matthew Garvey, Owner

FNE Engineering
See full case study

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