Frequently asked questions

Does Tidy offer an Asset Management product/module within their environment?

Does Tidy support tracking of inwards and outwards goods, live inventory counts, placing holds on items for future works, recording and tracking batch numbers, and assigning location(s) to items in the warehouse?

Does Tidy offer a scheduler within the Job Management System and support for Payment Claim Invoicing?

Does Tidy allow creating 130+ custom reports? Are specific report types like Job Manager Report and WIP report supported?

Can Tidy process/final invoice and email direct to clients?

Can Tidy handle 5000 quotes in the system, 15+ custom quote templates, and offer billable and non-billable costs?

Can Tidy handle 4000+ items/costs in the cost center?

Can I manage inventory and track the value of it in Tidy?

What is the best option to handle both Stock management and Project management?

How frequently does the price change for TidyEnterprise?

Does Tidy integrate with Box or SharePoint for document storage?

Does TidyEnterprise integrate with Capsule CRM?

Does TidyEnterprise have a process for sending a Request for Quote (RFQ) with attachments before creating a purchase order?

Can the API be used to retrieve the Payroll Export report in Tidy?

Is it possible to convert an existing assembly and all its associated materials to an unmanaged status in Tidy?

Why can’t customers see the tag for the Credit Note on their purchase order even after receiving it?

Is there a way to automatically allocate all staff to each task in a project when it is created?

Can installers enter their own timesheets in Tidy?

Does Tidy support a supplier database with 600+ suppliers?

Does Tidy support 2500+ clients and 4000+ contacts in the client/contact center?

Can you explain more about what Complex Operations in TidyEnterprise is?

Why is the 'processing' button spinning and not allowing me to generate an assembly in TidyEnterprise, despite all BOM materials being available?