Projects
Create time & materials, fixed price or non-billable projects
Clone a project
There is no need to reinvent the wheel each new project. Clone it instead to save time and carry over important information
Task hierarchies
Add tasks & child tasks to a project
Time, materials & expense entry & approval
Record time, materials, & expense entries against a project
Job costing
Capture all costs relating to a job including labour, materials, & purchases
Invoice a project
Tidy makes it easy to invoice time, materials, & expenses from a project directly to the customer
Invoice history
Filter by customer, project or date for the ultimate invoice control
Project quote
Create a quote that can be converted to a project on acceptance
Project groups
Categorise projects into groups, which makes reporting into specific cost centres a breeze
Real-time project dashboard
View a variety of business critical data in real time
Transparency of project progress & profitability
See progress & financials of a project in the project console
Role assignment
Multiple roles & permissions to limit access to defined functions
Create a PO against a project
Create a PO when materials are needed for a project
Standard project templates
Quickly create a project from standard project templates
Project milestones that can be invoiced
Long-term projects don't have to be so daunting. Invoice customers as you go
Add materials under tasks
A much more organised & transparent method of assigning materials to specific jobs & tasks
Project adjustments
Little mistakes add up. Prevent big problems from arising by adjusting errors as they happen
Combined project invoices
Your customers will love you, you now have the power to easily turn multiple invoices into one
Resource scheduling
Book time & schedule resources for ongoing and future projects
Project notifications
Receive project notifications via SMS