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 + 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
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Start a free trial of TidyWork
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In the “Global Settings” section of TidyWork, click on “Xero” and then “Connect to Xero”
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Set up your integration by specifying which Xero accounts TidyWork should be mapped to.
You’re now connected with Xero!
