Schedule customer jobs and streamline your workflow
Why scheduling customer jobs matters
Whether you’re in construction, services, or any other trade, Tidy helps you manage your time more effectively. Managing your job schedule is essential when you’re a self-employed professional or sole trader, to ensure you’re on top of your work commitments.
With Tidy, you can schedule customer jobs or bookings to your bespoke Tidy work calendar, making it easy to track your schedule. It’s also a step towards a more productive way of working, because Tidy creates invoices, and keeps track of your earnings from the information you add to your job schedule.
The handy Account Summary tool shows you exactly what you’ve earned, what’s outstanding and what’s overdue, and prompts you to take action. Tidy makes it easy to request payment and generates invoices for every job automatically. With Tidy’s intuitive platform, you can stay on top of your cashflow with minimum hassle.
How Tidy helps you schedule customer jobs
Centralised work calendar
Add all of your customer jobs to Tidy’s digital calendar. This calendar only shows your work-related bookings, so you can quickly see what’s scheduled, what’s coming up, and when you have time for more work.
Track jobs and payments
Once you schedule a customer job, Tidy automatically links the job to your cash flow. You can track which jobs have been invoiced, which ones are paid, and which amounts are overdue. This helps you stay on top of your earnings and manage your cash flow effectively.
Streamline your business admin
Tidy isn’t just about scheduling – it helps you manage all aspects of your business admin. By combining job scheduling with payment tracking and invoicing, Tidy makes it easy to stay organised and focused on what matters most: delivering great service to your clients.
By adding your jobs to the Tidy calendar, you’ve taken the first step towards letting Tidy take the hassle out of your business admin tasks
Benefits of Scheduling Customer Jobs with Tidy
- Faster invoicing: With your jobs linked to the app, Tidy will remind you to invoice customers, ensuring that you don’t miss any payments. No more forgotten invoices or delayed payments!
- Track job statuses: Easily see which jobs are completed, which have been invoiced, and which are overdue. Tidy helps you stay on top of your earnings and cash flow.
- Improved customer relationships: Manage customer information and track job history to provide more personalized service and build stronger relationships.
- Increased efficiency: Quickly schedule jobs, send invoices, and track payments all in one place, reducing administrative work and saving you time.
Be up and running in 20 minutes
Setting up Tidy and starting to schedule customer jobs only takes about 20 minutes. The sign-up process is quick and easy, with step-by-step guidance to help you get the most out of the app. Here’s how it works:
Here’s how to get started:
- Download the Tidy App: Install the Tidy app on your device and login with your email and mobile number.
- Click the magic link: No passwords required - simply click the magic link sent to your email.
- Complete your profile: Add your name, photo, business name, and logo (optional) to personalise your invoices.
- Connect your Stripe* account: Link a new or existing Stripe account for easy invoicing and payment processing.
- Start scheduling jobs: add customers, and schedule jobs in the Tidy calendar.
- Track Payments: Tidy starts to automatically link your scheduled jobs to your cash flow, helping you keep track of payments and outstanding invoices.
*Fees Apply.
Simplify job scheduling and boost your business efficiency
Efficiently schedule customer jobs with Tidy and make your business run smoother than ever. Whether you’re managing client appointments, invoicing, or tracking payments, Tidy takes the hassle out of your day-to-day operations. Start using Tidy today to streamline your workflow, improve cash flow, and spend more time doing what you love.