Getting Started: Rental Properties

Being world-class at cost-effective cleaning and maintenance operations is very hard for property managers. Our goal is to help you get there.

Typical Customer Onboarding Process

Here is how we work:

1. We want to understand your goals, workflows, and issues. This stuff is hard!
2. We will then set up things to automate and improve those workflows.
3. We will do most of the initial setup work for you.
4. Then we will work to get things implemented by your actual team.
5. It's impossible to capture all workflows upfront, we will progressively add more as we go.

Here is how a typical process goes.

• Setup - The software setup is the easy part. This can be done in 1-7 days, depending on your team and the size of the work.
• Pilot - For customers with many properties, most start with a subset of them. Most customers pilot with about 20 units, getting everything set up for 1 service type (such as cleaning) with their pros, to-do lists, and more.
• 30-60 days - Next, we typically roll out to all properties with that 1 service type.
• 60-90 days - Next, we typically start using other service types.
• 90 days - Typically, after 90 days customers are fully deployed using us for cleaning and maintenance.



During this process, you will interact with these main teams from TIDY. Our Onboarding Team is responsible for making sure you move through this initial process, our Success Team is dedicated to your long-term happiness, and our Concierge Team is available for support requests and on-demand assistance.

On this call, we will collect some information, things that are particularly important are marked with a star.



⭐ How Do You Want to Communicate With Us

At TIDY, we work for you so we will try our best to be available to your administrators in the way that works best for you. Slack is often best.

⭐ Share Your Goals

At TIDY, we want to be your partner for all things related to cleaning and maintenance technology. So we want to hear your goals. We have success team who tracks this, and does what it takes to make sure you achieve your goals and show success on the metrics you choose.

What are you looking to accomplish?

What metrics or reports are important to you?

⭐ Share Tools & Schedule Technical Review

• If you have your own system involved in properties, it is likely you will want to integrate into it in some way.
• Talk to our technical team for a review on how we can accomplish this.

⭐ Integrate any PMS System or Add Your Properties

• If you are using a PMS system for your properties, we generally recommend using that as the source of truth for your properties, and syncing them into TIDY. Learn more about different property management integrations.
• You can also add addresses in manually. Learn more: Properties/Addresses .

Set Up Your Branding

• Set up your branding, and all users on your account will see your company branding on the various pages.

Learn more about setting custom branding.

Organize your properties into teams

Teams are ways to group properties together for various purposes:

• Teams are a way to group addresses and users in a way that match your organization.
• They can be nested within each other, to best reflect your business structure.
• Generally speaking, a team's settings will override the account settings OR their parent team's settings. This allows you to create powerful rules, with nested defaults.
• When a user is added to one or more team, they can only see the addresses in the teams they are on (or sub-teams). It is a way to limit user's access to only see certain addresses and information.
• You can define payment rules for specific teams, for example you can set a default card for team 1, and a different default credit card for team 2. If you leave this null, it will take the parent's card information.
• You can run reports by team, to know what happened for that team (like total spent). This can be useful for example if you have certain things that must be grouped together for accounting.
• The accounting integration can use the team to push data into Quickbooks or other sources.

Learn more: Teams

Add users to your teams

People typically have a few types of users: internal (such as employees of your company), partners/customers (such as property owners), or guests/residents (temporary visitors to the property).

• There are no per-user fees, so we recommend adding as many people as you like.
• You can add users to teams to limit their access.
• For guest/resident logins, we typically recommend a deeper integration including using SSO (single sign on) to create the accounts, this can be easier to manage.
• We can generally can support most types of permissions, but these may need to be set up in our backend, and require discussions.

Getting Started Checklist:



Learn more: Users

⭐ Add all existing pros/vendors

TIDY works best when it has all of your vendors and jobs. Don't worry, there is no fee to use us with your own vendors, and we don't affect any of your existing pricing. It is just a tool to manage everything in 1 spot.

Example: Charlie’s Property Management Company.

Before TIDY: Charlie manages 4 properties he lists on AirBnb. Every time between bookings, he has to call up one of the 2 vendors he uses for a job: Ann and Barbara. He leaves voicemails for each of them, and they call him back later to confirm an appointment time.  About 25% of the time, they don’t show up at all. Tracking their progress requests lots of texts and calls. Charlie decides to use TIDY.

After TIDY: Charlie adds his 4 addresses to TIDY. Then he connects his AirBnb account, adds his 2 existing vendors (Ann and Barbara) and occasionally uses other Pros that he finds on TIDY as a backup in case they can’t make it. He adds a To-Do list to show each person exactly what to do.

Now when a guest reserves his AirBnb, TIDY automatically checks if a job is needed. It send's Charlie's request automatically to Ann or Barbara first. Ann accepts by tapping in her app, and the booking is all set. She uses TIDY to track her work, so Charlie knows what is going on.

⭐ Track your assets and set up maintenance suggestions

• Track your assets by adding them to your properties in the "Addresses" sections.
• If you already have maintenance schedules that you want to load, send them to us and we can load these for you.
• If you don't have these, or want our suggestions from our AI, we can set these up for you as well. We can help provide maintenance suggestions based on what other clients do and what experts say. These appear in the "Concierge" section, as well as on the addresses themselves, and in reports.

If you let us know existing cleaning/maintenance plans you have on each property, so we can set up maintenance suggestions.

There are basically 2 ways to set up things in the sytem. You can set up regular plans (jobs you actually have scheduled on a regular basis) or you can set up suggestions, if you just want reminder to set things up.

Specify your compliance requirements for vendors.

TIDY will make sure all your vendors meet your compliance requirements.

We can track both your compliance requirements, and your pro's compliance with these requirements. These typically involve things like:

• Insurance requirements
• Training requirements
• Licensing requirements
• Agreement requirements (for example NDAs)

We can support almost any requirement you come up with. Here is what we do with the information:

• On your behalf, we reach out to the vendors on a regular basis to ensure their compliance. For example, in the case of insurance, we would request a COI from them. As we track these items, we will add it to their profile on your account, so you can ensure that people meet these requirements.
• As we help you find new vendors, we will ensure they meet your compliance requirements.
• It is important to note that adding compliance requirements typically adds costs to your jobs AND reduces the pool of available pros.
  • For example, if you require $1M in insurance from all vendors, many will not meet this requirement. As an alternative, in some cases, you may wish to insure yourself against risks from pros/vendors.
• Note: There is no way for us to work on compliance requirements on a trial basis. This can only be done as a part of a full subscription.

⭐ Set up your shared inbox the way you want.

• Tell us how you want to set up alerts to get notified of events in the system. Events can be seen in the "Notifications" or "Webhooks" section of the app. We can send events to email, sms, slack, MS Teams, webhook, or other tool. Just let us know where you want things.
• Conversations in TIDY are grouped by job or by pro. You can look at the full conversation thread on either a job or with a pro. This is a shared inbox, that allows everyone to see the full conversation thread of the job.

Create maps.

• Create a Map. Create a fun map of your property to share with your pros.

Learn more: Property Maps

⭐ Inventory Tracking.

Learn more: Inventory Tracking

⭐ Create to-do lists/checklists for your vendors to follow.

Learn more: To-Do Lists

⭐ Set up access control (smart locks)

For most properties, we want to make sure there is access notes for each property, when possible. Ideally including codes, a photo, parking, closing instructions.

If using smartlocks, right now, anyone can use RemoteLock to integrate their smartlocks.

If you have only 1 kind of smart lock across all your properties, we can also integrate with that separately outside of RemoteLock. (Min 20 locks of the same type).

Learn more about smart locks.

⭐ Start scheduling jobs with vendors to solve your tasks.

• We can help contact your vendors and make sure they are set up.
• Set up Automatic Booking. Connect all your accounts from booking channels (like AirBnb, VRBO) or your property management system (like Hostaway, Guesty) to automatically sync your calendar with TIDY. For this we need:
  • Check in-check outs
  • Type of job you want to book



The probability of a job request getting accepted is affected dramatically by the property and your settings. These are some of the factors:

So for example, making a job request for Christmas day on Christmas Eve with gender preferences in a remote location at a low rate will have an extremely low probability of acceptance. Making a job request for something over a couple of days, with reasonable rates and at least some notice, will have a high acceptance rate.





Set up your account payable rules & pricing.

You do not have to use our payables system, but vendors can invoice you after jobs. You can track everything that is owed, and pay invoices as you go.

There are a few things you can set up:

• Pay in advance for jobs where TIDY finds you a new pro. If you are not using TIDY to find new pros, we recommend disabling this, and paying after. This will avoid any possibility of billing confusion. If this is enabled, when a job request is made, we will load credit to cover the cost of the job booked. This helps us you get better pricing.
• Autopay settings. For pros you add, you can set up "Autopay", which means you will automatically pay by credit card any invoice they send you. You can disable this if you prefer to manually review invoices.
• Team Billing. By adding properties to a team, you can isolate the billing for a group of properties. This is great if you want customers to pay for their cleanings on a separate card but not have that card used for other things.
• Bill notes. You may want to use bill notes to tag or add information about bills, automatically or manually.
• Concierge Billing/Payables. You can set up advanced billing/payable rules to follow almost anything you like by working with our concierge. It is normal for customers to want different setups, and our concierge can set these up on our backend. For example, you can set thresholds for given combinations of properties, vendors, and amounts (like automatically approving Bob Smith's bills for up to $100 at 1 Main st or requiring invoices to have certain notes.).

Set up accounting integration.

Note: This is only available to enterprise customers at this time.

• We can push data into your accounting system, such as QuickBooks.
• To set this up, we need to do a specific call to understand how you want these mapped into your QuickBooks. Then, our technical team will make sure it is all configured correctly.
• Note it can take about 30 days to set up the integration.

Learn More: Accounting

Set up smart thermostat integration (beta).

Note: This is only available to enterprise customers at this time.

If you have only 1 kind of smart thermostat across all your properties. (Min 20 thermostats of the same type).

Learn more about smart thermostats.