Setting up your Team in TIDY is a great way to grow your business, handle more Clients, and have greater coverage when a Team Member can't make it and another Team Member can complete the job instead. Setting up a Team is free, so take advantage of the free features!
If you are the leader of a Team, all jobs you complete, and all delegated jobs your team competes are considered jobs completed by your Team. As the Team Leader, you receive payments for all these jobs directly, and can then send to your Team Members as needed.
It's possible to have your own Team, and also to be on someone else's Team. If you are on someone else's team, jobs delegated to you from that Team will be paid through that Team Leader
Here are the steps to add a team member.
If they accept the invite, and you confirm they meet the minimum requirements listed there to be on your Team, they will be eligible to receive delegated jobs from you.
Your privacy is important, that is why team members cannot access your account. They only have access to jobs that you delegate to them.
How to accept the Team Leader invitation:
On any job, you can delegate your jobs to a team member, here is how:
Under the 'Jobs' section, you can follow the delegation status in the job itself.
Here are some important things to know about delegation:
To see jobs delegated to you by your Team Leader:
Talk to them for more details. All payments will be made to your Team Leader.
For some services, you may want to bring a team to do that. This is generally no problem, but here are a couple of tips about doing this in TIDY specifically:
If a client has selected a fixed amount of time, leaving before the end of that time because you have a team may confuse some people. For example, if a client books 4 hours of time, and you bring a team of 2 and want to do it in 2 hours, this can be ok with some clients, and not with others. You may want to confirm with the client first what their preference is.