Issue Tracking
With TIDY, you can track reported issues from clients, vendors, and more. You can think of these as a bit like "tickets" or "work orders" or "requets". Essentially, they are things that any user on your account or a pro can add. These are things you may want to create a job for or add to a different system to resolve. It is a useful way to stay on top of random things that do come up.
Logging An Issue
If you are using TIDY on a web browser, the "Issues" section is located on the navigation menu on the left. On mobile version, you can find the "Issue" section in the "More" menu. You can also access the logged issues in the "Dashboard" section of your account.
To log an issue, first, select the respective address and choose one of the 4 issue types:
- Damage
- Low Inventory
- Pest Report
- Other
Enter a description of the issue and click/tap "Log Issue". You can also upload an image for a better visual description.
Newly logged issues will be displayed in the "Unresolved" section. You can view "Resolved" issues by selecting this option on the dropdown menu located at the top.
You can mark an issue as resolved and it will be automatically moved to the "Resolved" section. You can also delete an unresolved issue and permanently remove it. Please note that you can only delete unresolved issues.
TIDY Pros and Private Vendors can also log issues on their side when completing services in your address using TIDY. They can log damage and low inventory issues and these will be automatically displayed in the "logged issues" section of your account.
