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TIDY for Pros

TIDY for Pros

Overview

What is TIDY for Pros?

TIDY for Pros is a software solution designed to streamline business operations and automate administrative tasks for service professionals. According to the vendor, it is aimed at small to medium-sized service businesses, including sole proprietorships and new businesses. The software is utilized by...

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Pricing

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For your Home

$0

Cloud
one-time fee

For Rentals

$0

Cloud

Get a Pro

$0

Cloud

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is TIDY for Pros?

TIDY for Pros is a software solution designed to streamline business operations and automate administrative tasks for service professionals. According to the vendor, it is aimed at small to medium-sized service businesses, including sole proprietorships and new businesses. The software is utilized by professionals in industries such as home cleaning, carpet cleaning, lawn care, window washing, and pool cleaning.

Key Features

Get Clients from TIDY: According to the vendor, service professionals can set their availability and services, allowing clients from the TIDY network to book directly on their schedule. This feature aims to help expand their customer base through the TIDY platform.

Invoicing Software: The vendor claims that the software enables service professionals to send professional invoices to clients, including detailed service information and flexible payment options such as Venmo, Zelle, cash, and credit card.

Accept Credit Cards: According to the vendor, service professionals can enable credit card payments to provide a convenient payment method for their clients. The vendor also states that the first $100 of credit card transactions each month is free.

Send Beautiful Proposals: The software allows service professionals to create visually appealing proposals, including a free eSignature option to simplify the acceptance process for potential clients, as per the vendor's claims.

Online Booking: According to the vendor, service professionals can allow clients to book their services directly on their website or through a personalized client link. This feature aims to eliminate manual scheduling and streamline the booking process.

Manage Scheduling: The vendor claims that service professionals can keep track of all their jobs in one place, whether working alone or with a team. This feature aims to avoid scheduling conflicts and help them stay organized with a centralized scheduling system.

Client Manager (CRM): The vendor states that the software provides a comprehensive CRM system for service professionals to track and manage all their clients. They can filter clients based on different stages and effectively follow up to maintain client relationships.

Marketing Help: According to the vendor, service professionals can access proven marketing strategies to grow their home service business. This feature includes options such as Google Ads, Facebook Ads, social media posting, and email newsletters to promote their services.

Get a professional website: The software allows service professionals to showcase their services and enhance their online presence, according to the vendor. This feature aims to attract more customers by providing a platform for potential clients to view their business.

Automated appointment reminders: The vendor claims that service professionals can send automated reminders to clients to reduce no-shows and improve customer satisfaction. This feature aims to keep clients well-informed about upcoming appointments.

TIDY for Pros Features

  • Supported: Mobile Access
  • Supported: Quotes/Estimates
  • Supported: Activity Dashboard
  • Supported: Contact Management
  • Supported: Interaction Tracking
  • Supported: Lead Management
  • Supported: Workflow Management
  • Supported: Billing & Invoicing
  • Supported: Customer Database
  • Supported: Dispatch Management
  • Supported: Job Management
  • Supported: Recurring Appointments
  • Supported: Scheduling
  • Supported: Service History
  • Supported: Work Order Management

TIDY for Pros Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Android, iPhone, iPad
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