22min

Teams

How do Teams work?

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

Adding Team Members

Here are the steps to add a team member.

  • In your app, go to 'More'.
  • Under the 'My Business' section, select 'Teams.'
  • Tap/click the option 'Invite Team Member'
  • Write their email address, check the terms box, and tap/click the option 'Invite 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.





Adding a team member.
Adding a team member.



Team members do not have access to your account

Your privacy is important, that is why team members cannot access your account. They only have access to jobs that you delegate to them.



Joining a Team

How to accept the Team Leader invitation:

  • You'll get an email with the Team Leader's invitation.
  • Tap/Click on 'Join Team' to be directed to the app and start your registration.
  • Tap/Click on 'Create Account'
  • Add your personal information and create your account.
  • On your Dashboard, you'll see the Team Leader invitation to accept. Tap/Click on 'Accept Invite', and you'll join their team!

Delegating Jobs

On any job, you can delegate your jobs to a team member, here is how:

  • Choosing the job you'd like to delegate in the 'Jobs' section
  • Click/Tap the option 'Delegate to Team Member'
  • Choose the Pro you want to delegate the job to
  • Then select 'Ask Team Member to Accept.'

Under the 'Jobs' section, you can follow the delegation status in the job itself.

Here are some important things to know about delegation:

  • As the team owner, you are still responsible for the client.
  • Any/all payments or fees will go through you.
  • You are responsible for any team member payments.
  • We recommend communicating with your team to let them know that you are delegating something to them and follow up to make sure they accept and are comfortable with everything.

Accepting & Doing Delegated Jobs

To see jobs delegated to you by your Team Leader:

  • Go to the 'Add' section of the app.
  • Tap/Click on the delegation request.
  • Read the details of the job and select 'Accept Job.'

Talk to them for more details. All payments will be made to your Team Leader.



Doing Jobs as a Team

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 booked and requested 1 pro, they typically mean 1 person. You can still send as many people as you want, but only 1 will be listed.
  • This means you may want to notify the client that multiple people will be coming.
  • 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.



Updated 31 May 2022
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