Frequently asked questions

What happens when I clear the demo data in the trial?

Which Tidy product is the best for when we only need to manage time, materials and track the resources onto projects?

I am about to buy a new computer. Is your system compatible with Macs?

How do I clear all the inventory so I can test out my trial?

Shall I clear my own data in the trial when I want to purchase the product?

Can you resend my activation email for my trial?

Which plan is best for my business?

What are the differences between the user roles?

Is there an app?

What is the exchange rate update that Tidy puts into the software? Does Tidy update it daily, weekly, etc.?

Can I delete a user?

How do I delete all my data as a customer?

How do I change a user password?

How do you deal with my stock lists ensuring the most up to date are uploaded?

Where do I log in to my account?

How do I reset my password?

How many users can I have? How much does each user cost?

I want to sign up, but my trial has expired. What do I do?

What is the notice period for cancellation?

How and where can our customers view the details of their subscription?

How can customers submit a feature request for the Tidy application?

Can you confirm that we are not locked in after trial and can cancel at any time?

How long will I receive support after signing up and how much does it cost?

We're a non-profit organisation, are there any special pricing plans available?

How do I update my payment card information

What subscription currency do I select?

How do I upgrade/downgrade my subscription?

Can we integrate with Shopify?

Can we have 'add ons'/ codes/ input boxes? We have too much information to fit into the description boxes?

Do you link to WooCommerce?

Can TidyStock be integrated with WordPress for an eCommerce platform?

What will I do because QuickBooks Desktop is being discontinued?

Do you link to ebay for inventory management?

Does Tidy connect to a Point-of-Sale terminal?

Can we provide reporting access to specific project managers while controlling which reports they can see?

Do you have hot keys?

Do you have a workflow template that is in the form of an Infogram?

Would we be able to assign a name/ number/ stock code to each service?

How can I edit unit cost on materials?

Is there a way to re-upload a material list, and make all items unmanaged?

How many material items can we have in the Tidy software?

What is the process when there is an enquiry from a potential customer?

Can I import my quotes and have reminders set up?

Is there QR code generation/ reading support?

Why can't I split orders and make child orders? any items I wish to invoice later are being invoiced immediately.

How do I submit a query through chat support?

Why can’t I see the customers screen/ list?

I can’t login, it says my email and password are incorrect?

Why is my screen freezing, I have to log out and log back in?