Add or Request a Job

ultimately, you control how you assign jobs using the tidy software when you have pros who you control, the easiest thing to do in most cases is assign them to jobs see if you don't know if one of your pros can do a job, you may want to send them a request you can do this in several ways, including booking on a pro's website book a confirmed time according to your preferences request a time from a pro who does not have an available time you like request a same day job from a pro send a job request to your list of pros, in the priority you select using the strategy you select even if you have no pros you can see some of these options by tapping "book job", then going through the options depending on your selections, the current status of pros in your area, and your account setting, you will see different options as you navigate book a confirmed job you can book a one time job or book recurring jobs with pros you select, or by following your pro priority list recurring jobs we call plans docid\ lomxkfhsyw7zake0ujkvj to book a job with one of your pros, follow these steps create an account (or login) at tidy com add your properties/addresses docid\ cfakz0x66ux dssjmohj5 you will land on a page to pick your job type and frequency pick "one time" if that is the right option for you follow the rest of the checkout process, including picking a pro, and you're done! jobs can be booked for up to 4 weeks in the future at this time if you already have an active plan , you can easily book one time jobs of any type in addition to your plan pros will often discount rates if you already have a plan with them, so it’s usually best to add your plans first, and then add one time jobs for example, if you want to start with a larger 4 hour cleaning and then have regular 2 5 hour cleanings every week, it’s often less expensive to book the 2 5 hour recurring plan first, then add the 4 hour cleaning as a one time job make a job request you can make a job request via any of our channels, including via the api via the web via mobile devices via an integration when you make a job request, you are asking that each of your pros gets contacted in the order that you specify in the my pros docid\ outxdiclsgsjmq7xlw3zi section of your app when you make a job request, you can track the full history of the request to clearly see which of your pros have been contacted how your pros were contacted if a pro declined your request if a pro accepted your request the content of the messages sent to your pros this way, you can track exactly what is going on at your properties at all times in case your current prices don't match the pro's rate, you can send them a job request at your current price to see if they accept or update your price and book right away how to limit the number of jobs per day/pro to limit the number of jobs your pro is assigned in one day, go to the "my pros" section of the app and select the pro you would like to limit on the sidebar, check the "limit max jobs per day" box and add how many jobs that pro can be assigned to how long do pros have to accept job requests? pros will be contacted in the order you have presented by default, they are contacted the first pros in group 1 are contacted right away the next groups of pros will be contacted according to the following rules a certain percentage of time before the job start (as specified in the "what % of the time before the job should we notify all pros?" setting) determines when each subsequent group is contacted pros are contacted progressively as time passes, based on the time window calculated from your choices for how much time before the job and what percentage of the time before the job to notify all pros the setting "how much time before the job should we notify all pros?" ensures that no pros are contacted within a fixed period before the job starts the setting "what % of the time before the job should we notify all pros?" calculates how much of the remaining time will be used to contact the pros progressively examples if your list looks like this group 1 ana bob group 2 charlie group 3 find new pros example 1 you request a job for 30 days from now how much time before the job should we notify all pros? 24 hours what % of the time before the job should we notify all pros? 25% day 0 group 1 (ana, bob) is notified (right away) day 15 group 2 (charlie) is notified (midway point) day 23 find new pro is initiated example 2 you request a job for 20 hours from now hour 0 everyone is notified right away once a pro is contacted, they can accept a job until someone else has accepted it you cancel the job if a pro is contacted but someone else accepts the job, only the pro who accepted the job will see the job details the previous pro will no longer see this job on their app because it has already been taken by a different pro job requests same day you can request jobs for times other than the ones listed, including for the same day requesting a same day job sends a message to pros who are not already booked, and might be able to accept one of your requested times this is successful about 60% of the time on average request a same day job by selecting the “one time” frequency in any booking view and clicking “request job for today” if you had a confirmed appointment, and the pro had to cancel, tap "request a substitute" on the update that appears on the cancelled job when requesting a same day job or substitute, you can select all the times you are available and we will message pros in your area to see if they are available for one of those times if someone accepts we let you know right away, or if no one accepts we’ll let you know 30m before the last requested time the acceptance rate depends on your location and settings, but on average pros tend to accept around 60% of these requests job requests request a time from a specific pro if you don't see the time you like with a favorite pro of yours, you can request that they open up their schedule for you it is common for pros to do this for their repeat customers to do this, select them from the dropdown when scheduling (1) tap schedule job inside your app (2) select the person you are looking to book from the dropdown (3) select the possible days and times that work for you the more options, the better (4) finalize your request (5) if they accept, you will know right away if after 2 days they don't accept, the request expires if they like, they can also counter propose times to work with you add a job for any time if you have any pros , you can book a job at any time my pros docid\ outxdiclsgsjmq7xlw3zi this option will allow you to book a cleaning with any pro on your list and add it to your schedule at the time of your choice block schedules limited start times and job lengths you can always request any kind of job from pros in some cases, for requests for tidy to help you, you may not be able to book any possible length of job, or start time there are a couple of reasons that may occur, but the one reason if pros use a " block schedule ", which is very popular these are also sometimes referred to as "fixed length jobs" what is a block schedule? just like in many schools, it means there are more limited start times for jobs, and lengths are fixed to certain intervals in the case of cleaning, this means having blocks start at (for example) 8 am, 9 30 am, 11 am, and so on if you book a 1 hour job, they can do that at 8 am, then make a 2 5 hour job at 9 30 am if both of those clients cancel, they can book a 4 hour job to span that time block schedules have the following advantages if a client cancels on a pro, the pro is more likely to be able to find a replacement client if a pro cancels on a client, likewise, the client is more likely to be able to find a replacement by booking a fixed length, clients can have pros focus on what is important to them typically, clients have a set amount of very important things, and it's an advantage to not have to pay for the unimportant things as a "bundle" expectations are more set there is no need to do quotes quoting typically increases the costs for clients because the pro must recoup their lost time quoting if you really need something outside the available times, what you may need to do is find a vendor who accommodates your needs, then you can add them in tidy with whatever your agreement was you can then send them jobs, to do lists, etc all using tidy still just because you can't find someone on tidy to help with your exact needs, doesn't mean we can't help you example of why traditional scheduling can be bad for pros, imagine your clients each want random length jobs with random start times you might have someone book a 5 5 hour cleaning starting at 10am this is fine if this is all you want to do this day, but if you were hoping for other clients this can be tough lets say you manage to find a short 2 hour cleaning starting at 7am what happens if the 5 5 hour cleaning cancels? its hard to fill that up the same issue is there for clients if you have a 5 5 hour cleaning starting at 10am, what are the odds you can find someone to do the same thing? it can be quite challenging imagine if all legos were not standardized building would be hard! the same goes for scheduling some more structure makes it easy for clients and pros to put together schedules with redundancy we hope this helps explain this a bit more )