My Pros

"pros" are the service providers who do jobs (sometimes these are called "vendors" or something like that) you can manage your pros in the "my pros" section of your app or online adding a pro if you use tidy to book jobs for addresses , whenever a pro completes a job, they are added to the "my pros" list for that address you can also manually add pros to a list by tapping "add pro" from the "my pros" section once there, you can select a pro either from another address in your account or enter their contact information to add them to your team add the contact information for the pro you would like to add to your account when they are added, you can immediately start inviting them to jobs there is no need for them to do anything, just start sending them jobs and they can accept them digitally each address has its own list of pros, but you can add the same pro to many addresses this gives you the power to control exactly who can show up to your addresses, and in what priority order pros you add when you add a pro, you can book and manage them just like any other pro in the system when you send a job request out, they get an alert with the information about the job, and the pro can accept your job digitally it's similar to you picking up the phone and calling them and getting them on your schedule, only way easier for everyone to add a pro, follow these steps go to the "my pros" section tap "add pro" enter the contact information for your pro, so they can get your job request they can accept the job request or you can just assign them to the job we make it really easy for your pros, they don't need to install anything they don't want to after the job, its easy for pros to invoice you you can pay the invoice in any way you like if you like, you can set up autopay want to make things even easier? send a "to do list link" to your pro, and they can use this for all jobs instead of you doing it manually see to do list links docid 35y7onyqhfrbjg8ampkpf help adding pros if you want to add any pro to your list, but are having issues, just send us a message with their information to our concierge team and we will help add them to your list prioritizing pros once a pro is added to your account, you will find them under "job request workflows" in the "automations" section of the app to edit your priority list, drag the pros you want to be contacted first to the top if you'd like two or more pros to be contacted at the same time, put them in the same cluster together extra settings if you scroll down on the same page, you can also choose how long before the job starts all pros should be notified, regardless of your priority list same pro each time by default, your request is to get the same pro each time unless they or you make a change you can of course always change this if you like there are 2 types of "cards" that show up in your priority list pro name this is your pros that you add or have had previously in some way it will just show their name, like "sandra" find new pro this "card" shows when you want to work to find the best pro available in accordance with your preferences it will trigger in the same order as any individual pro on the list so if you block this setting, it won't trigger and new pros won't be found see find new pros docid\ gfag5brvc eh6tljpygt0 for details blocking and removing pros you have the option of blocking or removing pros from your account you can do so by following these steps go to the "my pros" section of your app/browser and tap on the pro you would like to remove; tap on "block pro" and then confirm the block this will remove them from all addresses on your account if instead, you wish to remove them from specific addresses, do this go to automations and click on job request workflows there you'll need to select the address and service you wish to remove the pro toggle the edit option tap on the trash can icon right next to the pro you wish to remove please note that if you block the pro that means you will not be paired with them again and if you choose to remove the pro you are only removing them from that one property/service when notifications are sent currently, the nofication will be sent to pros on your list in the order you specify it follows the following order first person on your favorite list is notified immediately the remaining time between now and the requested start time is divided in 1/2 the first half is dedicated to working through your favorite list, with equal time per person after 1/2 the time has elapsed, the request goes to everyone on your list example 1 if you have 5 people on your favorite list, and you requested 10 days in advance, you would see the following notifications immediate person 1 after 1 day person 2 after 2 days person 3 after 3 days person 4 after 4 days person 5 after 5 days all pros notified example 2 if you specify everyone is approved, and don't mark anyone as a favorite, everyone will be notified immediately you can view this information by clicking on the job request and tapping the pro's name on the notification timeline here, you will be able to see when the pro was notified and if the notifications arrived successfully via app, sms, or email contacting your pros (phone/text) see messages docid\ pjmbagbwndpchoo8spzow for more details in general, there are many things to communicate, and most can be handled directly in the app or online for example to tell them how to get in, we recommend using the home access instructions to provide some help with parking, use the parking instructions to reschedule, use the scheduling part of the app to tell them what to do, use to dos this improves clarity and automatically handles things in odd cases (for example, if a substitute is needed then they have the information needed to be efficient) however, you can also contact them by text or call by tapping the call and text buttons in your app they will also text message you when they are on the way, arrived, and other updates you can call or text them back on that number please note that all calls and texts made via the tidy platform, such as those between yourself and pros, may be recorded so both parties have access to them in order to resolve any future disputes