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TidyWork

By TidyWork
4.2 out of 5 stars
Cloud-based project management software to track jobs from quote to project completion. Streamlines scheduling, time tracking, invoicing, and provides detailed reports. Used by manufacturers, surveyors, creative agencies, engineers, business consultants and more to save time and stay on budget.

Overview

May 2023 update: We are offering an exclusive free onboarding session for data migration for all WorkflowMax customers.

TidyWork streamlines project management in a powerful yet delightfully simple way, so businesses stay in control of their projects from start to finish. Make, manage, and move projects forward with ease and confidence.

With TidyWork, discover tools and benefits including:

Project scheduling: Stay on top of deadlines with the resource scheduler and calendar. They make it easy to see what tasks are due and when

Custom quote templates: Produce detailed quotes that include your branding, pricing, and terms to ensure they are professional, accurate, and consistent

Multi-currencies: Set up multiple currencies in your TidyWork account so you can invoice projects to customers in different countries

Real-time insights: Track project progress, identify bottlenecks, and manage resources. BI dashboards and customisable reports provide project performance insights, enabling data-driven decision-making.

Budget accountability: Track actual time and material costs against your budget in real-time to stay on track or adjust estimates

Staff management: With simple, mobile-friendly time sheeting, develop greater insight into how staff time is spent, the jobs they work on, and the proportion of time charged out.

TidyWork
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TidyWork + Xero

TidyWork integrates seamlessly with Xero to simplify your workflow. When transactions are made, they are automatically and securely updated in real-time.

Purchase orders: Once the receipt is confirmed in TidyWork, a supplier bill payable is created in Xero

Project invoices: When an invoice is created in TidyWork, it will create a customer invoice in Xero

Customers: TidyWork customers are directly mapped to Xero contacts when they are created or edited

Suppliers: When a supplier invoice is sent from TidyStock to Xero for a contact that doesn't exist in your Xero account, a new supplier contact will be created in Xero. Otherwise, the mapping is done by a match on supplier name.

Sales tax rates and tracking categories can also be mapped between TidyWork and Xero.

Reviews & ratings

4.2 out of 5 stars
21 Reviews
5 star(70%)
4 star(10%)
3 star(5%)
2 star(0%)
1 star(15%)
TK
Terry K
Posted
5 out of 5 stars

Project Management - Time & Materials

TidyWork is central to our ecosystems and is an integral part of our business. Time & Material management is critical to our manufacturing process and Just In Time tracking is what Tidywork gives us. The powerful and well defined API allows for significant scaleability and connectivity to bespoke software and reporting solutions. The seamless integration to XERO allows for separation of authority and excellent corporate governance by ensuring that purchasing and accounts payable are separate functions. The API has allowed us to build real time reporting within the Microsoft Power Platform and visualisation tools through Power BI, transforming Tidywork into a powerful Project Management tool.
SJ
Sophie Jones-Kelly
Posted
5 out of 5 stars

Scalable and Responsive

Our environmental management company have used Tidywork for over seven years. It is constantly updating and the team are excellent in responding to requests for help and even new features. We use Tidy to manage up to 100 employees and thousands of projects. We have not found anything that combines payroll, project management, budgets and tracking profitability. Linking timesheets to project tracking has been invaluable for us as it ensures employees times are entered without reminders or doubling up meaning project tracking is accurate and live. Seamless invoicing into Xero with a range of options for type of details on invoice. We are seeing our business able to scale up and down with Tidy and are confident in Tidy as our business grows to over 100 employees in coming year.
TO
Terry Ozanne
Posted
3 out of 5 stars
Reporting side of Tidy needs a lot of work

Additional info

Shared data

Xero
TidyWork
Invoicesshared from Xero to TidyWork and from TidyWork to Xero
Contactsshared from Xero to TidyWork and from TidyWork to Xero
Timesheetsshared from TidyWork to Xero
PayItemsshared from Xero to TidyWork
Accountsshared from Xero to TidyWork
Tracking Categoriesshared from Xero to TidyWork
Tax Ratesshared from Xero to TidyWork
Employeesshared from Xero to TidyWork
Currenciesshared from Xero to TidyWork
Branding Themesshared from Xero to TidyWork

App details

By TidyWork
Added in 2011

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@tidyint.com

Contact

075710077

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