Name: TIDY for Pros
Author: TIDY

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

No-Code Development

Text Editors

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Manufacturing Execution

Meeting Management

Office Suites

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Blockchain Payments

Expense Management

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Employee Referral

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Virtualization

Cloud Data Warehouse

Cloud Storage

Extended Detection and Response (XDR)

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Load Testing

M2M Application Development

Network Operating Systems

Network Performance Monitoring

OpenStack Cloud

SaaS Backup

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Contact Center

Content Management

Data Cleansing

Email Marketing

Event Management

Identity Resolution

Marketing Automation

Product Management

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Email Signature

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Sales Forecasting

Sales Intelligence

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Catering

Computer-Aided Manufacturing (CAM)

Inventory Management

Restaurant POS

Retail Execution

Vendor Neutral Archive (VNA)

Vertical-Specific

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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.

For your Home 

For Rentals 

Get a Pro 

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

TIDY for Pros

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

TIDY

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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TIDY for Pros

Overview

What is TIDY for Pros?