To-Dos
TIDY offers amazing digital to-do lists that allow you to show a Pro exactly what you want done or how you want it done. It is very fast to start using To-Dos, but they are powerful enough to let you go into great detail. Examples include:
- Clean the floor
- Take out the trash
- Put in this pool chemical
Basically anything you want. We generally recommend adding enough detail so your Pro can know what to do and how to do it. But, a picture is worth a thousand words, so most of the time if you are writing a lot, we recommend adding a photo instead. See more below.
If your To-do matches a known category, we will show the most popular options for that category that we have seen. Selecting the right options can really clarify exactly how you want something done, as no two people are alike.
Typically, most people have a few things that are very important to get done right. We recommend marking these as "Most Important", which will highlight them for your Pro.
You can add "Photo Notes" to any to-do to describe visually what you want done. This can be really helpful!
When you first add a To-do, we do the best we can to match it to existing To-dos like it and estimate the time based on what is most commonly estimated by others. While this works great on average, no property is really average :) So just note there will be variability depending on what exactly you want done and what condition your home is in. For example, a To-do to "Wash Dishes" can vary if there is 1 plate and a dish washer vs 100 and none.
If you see a time estimate that looks incorrect, we do recommend adjusting that! It will only help ensure we give you better results, and help everyone learn more.
You can also add custom fields to your to-dos. This is a great option for getting data back from your pros, inspections, inventory management, or having your pros complete more specific tasks.
To add a custom field, click/tap "Add Custom Field" on any to-do.
Describe what the pro should do in the "Field Label." The pro will see this.
Then, select 1 of the 5 field types:
- Select: Creates a list so the Pro can mark one of the options according to your needs or preferences.
- Take Inventory: Allows your Pro to inspect and report general quantities. When a pro updates the inventory, this will trigger any low-stock alerts or other notifications you may have.
- Text Area: Useful for notes or general descriptions.
- Checkboxes: Creates a list that allows your Pro to mark multiple options.
- Take Photos: Allows requiring your Pro to take and submit pictures.
Note: You can add multiple custom fields to a to-do with different labels and types. Click/tap "Add Field" to create a new custom field. You can also edit or add a new custom field to a to-do at any time.
Click/tap "Save Changes", and you are all set!
You can see the progress of the tasks being completed by your Pro in real-time. To do that go to the Schedule section and click on the job itself. There you will see notifications from the Pro, such as their arrival on site and when they start the job, and you'll be able to see the tasks progress as soon as the Pro updates the job on their end. You can also see the photos and videos attached, if any.
Performed tasks will be displayed as a green checkbox, while not performed tasks will be displayed as a red checkbox.
Our timestamp and location system is a powerful tool, frequently used to resolve disputes on platforms like Airbnb with a high success rate. In addition to photos, job reports contain other valuable location data, providing robust evidence for your records. However, requiring photos for job completion comes with potential challenges and considerations.
- Potential Challenges:
- In rare cases, Pros may encounter legitimate issues that prevent them from uploading photos on-site, such as:
- Phone battery depletion
- Lack of internet connectivity
- Forgetfulness
- You will need to decide how such situations should be handled. For example:
- Allowing manual overrides with sufficient explanation
- Requiring Pros to revisit the job site
We recommend the following Workflows
- Encourage On-Site Photo Uploads: Instruct your team ("Pros") to upload photos on-site to ensure compliance with job requirements. Emphasize that failure to do so may necessitate a return trip to the job site.
- Post-Job Compliance Checks: After job completion, review the uploaded photos to verify compliance. If photos are missing or inadequate, send a message to the Pro instructing them to revisit the site and upload the required images.
By collaborating with us and providing clear workflows, we can help you achieve optimal outcomes for your operations. Let us know your requirements, and we’ll find the best solutions to meet them effectively.
Completed to-do lists are emailed to you as a part of your job certificate. You can also view, and edit completed tasks for each individual job with all the needed inspections provided by your Pro in the "Job History" section of your account, located in the "More" menu.
