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Manage Your Account
Set Service Types
Set Service Area (Max Drive Time)
Set Rates & Fees
Set a Schedule
Booking Protection
Manage Private Clients
Adding Existing Clients
Let Your Clients Book Online
Protecting You & Your Clients' Privacy
Get Clients from TIDY
How to Get Clients from TIDY
Scores & Reviews
Certifications
Jobs
Proposals
Invoices
Payments
Tips & Reimbursements
Accepting Credit Cards
Fees for Clients from TIDY
Waiving Fees
Payment FAQs
Teams
Mileage Tracking
Taxes & 1099
Quests & Bonuses
FAQs
Concierge Support
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Updated 28 Jan 2021
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What is TIDY Business Manger?

First, if you are not a home service professional, you probably want to go here. If you are a home service professional, welcome!

TIDY Business Manager is software that helps home service professionals to manage their business, generally for free. Using TIDY Business Manager helps you manage your customers, lets your customers schedule online directly with you, tracks expenses to help with taxes, and offers free marketing tools to help you grow your business.

There are also some optional, paid features such as getting Clients from TIDY to fill your schedule with customers. Clients from TIDY connects:

Clients, who:

  • Are generally looking for a Pro to help them with work for jobs such as home cleanings
  • Typically Book online at TIDY.com
  • Typically leave instructions and notes using the Client App

With Pros, who: 

  • Want great Clients and want to build their business
  • Want to make great money helping others
  • Set their schedule via the TIDY Business Manager app
  • See bookings and communicate with Clients via the TIDY Business Manager app

You can choose to use only the free features in TIDY Business Manager to manage your existing business, or get Clients from TIDY to fill your schedule. This help center will teach you how to do both.

1. Install the App or login

You can use the app via the App Store or you can use TIDY online at https://pro.tidy.com.

The app for Pros is called "TIDY Business Manager", and can be found at the following links:

  • On the Google Play Store here: https://play.google.com/store/apps/details?id=com.tidy.businessmanager
  • On the Apple App Store here: https://apps.apple.com/us/app/tidy-business-manager/id1518099748

2. Set up Your Account

Next, you will want to set up your account. The main things you want to set up are:

  • The services you offer
  • The area you serve
  • The rates for your services
  • Your bookable schedule for clients to book you.

3. Add Existing Clients

Next, you can add any existing clients and jobs to your account. This way your schedule will automatically reflect any existing jobs.

4. Get New Clients

Next, you can get new clients either by selecting clients who need you, or leaving your schedule open for booking.

Next
Manage Your Account
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OUTLINE
What is TIDY Business Manger?
1. Install the App or login
2. Set up Your Account
3. Add Existing Clients
4. Get New Clients