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TidyWork

By Tidy International
4.19 out of 5 stars
 22 reviews
Free trial available
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TidyWork streamlines project management to help your service business stay in control of projects from start to finish. Organise projects with ease and watch your margins grow.
Rated
4.2
out of 5
Reviewed by
22
Xero users
Try this app
Free trial
available
Listed for
14 years
January 2011

Overview

Discover our unique range of tools and benefits including:

  • Project scheduling: Stay on top of deadlines with the resource scheduler and calendar

  • Purchase orders: Create purchase orders for materials over different projects with the dynamic purchase order queue

  • Custom templates: Produce detailed quote and proposal templates that include your branding, pricing, and terms

  • Multiple currencies: Set up multiple currencies and invoice projects to customers in different countries

  • Real-time insights: Track project progress, identify bottlenecks, and manage resources using our BI dashboards and customisable reports

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

  • Staff management: With easy-to-use, mobile-friendly time sheeting, develop greater insight into how staff time is utilised

We'd love to show you how TidyWork can help your business improve visibility, accuracy and your bottom line. Scroll down to the Getting Started block, click the Explore how to setup link, then click the Start Free Trial button on our landing page and our team will be in touch.

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.

Getting started

  1. Start a free trial of TidyWork

  2. In the Global Settings section of TidyWork, click on Xero and then Connect to Xero

  3. Set up your integration by specifying which Xero accounts TidyWork should be mapped to

You’re now connected with Xero!

Screenshot 1 for app TidyWork

Reviews & ratings

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4.2 out of 5 stars
22 Reviews

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Most recent reviews

TS
Trisha Simpson
Posted 9 Jun 2023
4 out of 5 stars

Sheetmetal Manufacturing

We have used TidyWork for a number of years. The details we can create for our projects and the tracking was useful to our needs and the integration with Xero made our internal prcesses so much easier.
TK
Terry K
Posted 23 Jan 2023
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 12 Apr 2021
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.
View all reviews

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

Functions

Time trackingInvoicing and jobs

Industries

Professional servicesConstruction and tradesManufacturing

App details

By Tidy International
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

Follow

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