Tidy Work | Improve the efficiency of your project

Tidy Work Logo - Xero Add on

Tidy Work is the ideal scheduling solution, perfect for job costing, job tracking and resource allocation.

Is your business drowning in a sea of job sheets?

Do you struggle to create consistent quotes (and remember what you told the customer)? Do you waste time finding job cards that are lost or at the bottom of the pile? Do you spend your weekends translating those job cards into invoices? Tidy Work fixes all of these problems and is designed for workshop scheduling, especially where job costing/job tracking is concerned.

Are you responsible for long, complex projects?

Is it tough to keep tabs on what has been billed to your client? Do you wish you know the percentage of time that your team spends on billable work? Tidy Work is built to answer all of these questions for you, especially when it comes to keeping track of project milestones and the profitability of the project overall.

EASY JOB COSTING
Build a customer quote in minutes based on time, materials and expenses. Choose from three job price types: fixed price, time and materials, or non-billable.

JOB TRACKING
Convert your quotes to jobs with ease and keep track of all your jobs.

REVIEW & APPROVE WORK
Check off and approve work before it’s billed to the customer or auto-approve to speed things up even more.

WORKSHOP SCHEDULING
Resource scheduling let’s you allocate staff to jobs and select the charge-out rates that apply to the project, you can see who’s free, so you only give tasks to people with the time to get the job done.

STREAMLINED INVOICING
Create invoices within Tidy Work or push invoices through to your Xero Cloud Accounting business account. Tie your invoices to project milestones to streamline billing.

PURCHASE ORDERS
Raise purchase orders for the materials you need and keep track of goods received. You can apportion freight costs and edit the final price for the goods you buy.

TIME, MATERIAL & EXPENSES
Your team can easily enter time and expenses against a project without the need for a paper trail or a computer science degree.

TIDY WORK MOBILE
Use your iphone, ipad, smartphone or tablet to manage your project from anywhere.

MATERIAL HANDLING
Handle materials based on area, length or volume. Whether you are using an 3 m2 of steel sheet, 30 m of cable or 300 ml of paint, Tidy Work can handle it.

SIMPLE TASK LISTS
Assign tasks to your team when planning your project or let them select their own work from a pool of jobs.

DETAILED REPORTS
Check planned versus actual revenue and avoid cost over-runs on your jobs with our detailed reporting and heat maps.

PERSONALIZED DASHBOARDS
Whether you are the business owner, a manager, or a member of the team, you’ll see a personalized dashboard with information just for you.