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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.