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TidyBuild Guides
Check out the written guides below!
Written Guides
Setup
Set up your account in the global settings of Tidy
How to subscribe to TidyBuild
This guide explains how to subscribe to TidyBuild.
Set up Microsoft Project integration
This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.
Setup Xero payroll (only Australia)
Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.
Set up Xero connection
TidyBuild can connect with specific materials/freight accounts in Xero to help you better manage your business.
How to view users
Users are the people in your organisation who will be using Tidy. In this module, learn how to view their information.
How to view a customer
Learn how to view the details of your customers.
Set up users actions on behalf
When using TidyBuild, it is sometimes useful to assume the identity of another Team Member. It can be useful if you wish to see what TidyBuild looks like to that user, or you wish to perform an activity on their behalf.
Set up users
This guide explains how to add or users, and explains the information found under each tab in the users section.
Set up suppliers
This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.
Set up materials
This is where you can add material items. Materials are essentially your stock.
Set up customer portal
The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.
Set up customers
This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.
Set up templates
Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.
Set up sales tax
The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.
Set up project groups
Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.
Set up departments
At least one company department is required. Add departments, e.g. Administration, Sales and Warehouse to suit your company. Once added, departments are available via a drop-down list when adding or editing users.
Set up expenses
Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.
Set up currencies
Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.
Set up charge rates
Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.
Set up company settings
In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.
Set up alerts
Alerts show when: profitability exceeds revenue, milestones are overdue, budget exceeds planned costs, earned value is less than planned costs, time is rejected, utilisation exceeds capacity.
Set up activities
A Task is typically a small goal of your organisation, it is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities from which you can select to achieve your tasks.
Set up countries
When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection.
Inventory
Learn how to manage your inventory in your Tidy account
How to disable and delete a material
If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.
How to clone a material
This guide explains how to easily clone materials and all of it’s details.
Projects
Learn how to complete projects within your Tidy account
How to run a report
There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.
How to export data
This guide explains how to export project data.
How to export payroll
You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll
How to add project adjustments to a project
In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to add time adjustments to a project
In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.
How to create combined project invoices
Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.
How to use the project calendar
The Project calendar allows users to view Projects visually in a selected date range.
How to schedule resources and book time
If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.
How to view a project
This module explains how to view all the details of a project, and takes you through the details of each section.
How to clone a project
This module explains how to clone the details of a project.
How to edit a project
This module explains how to edit the details of a project.
How to create a project
Tidy Work provides two ways to create a new project: quick project and new project.
How to approve materials
To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.
How to enter materials
This guide explains how to enter materials for a project.
How to approve time
To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.
How to enter time
This guide explains how to enter time for a project.
How to approve expenses
In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.
How to enter expenses
In this module, learn how to enter expenses against a project you have been assigned to.
How to view a quote
In this module, learn how to view a quote’s information.
How to edit a quote
In this module, learn how to edit a quote’s information.
How to clone a quote
In this module, learn how to clone a quote.
How to create a quote
Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.
Purchasing
Learn how to complete purchasing tasks within your Tidy account
How to view invoice history
In this module, learn how to view your invoice history, download a copy and email to your clients.
How to view invoice queue
In this module, learn how to view your invoice queue.
How to view purchase order history
In this module, learn how to view your purchase order history.
How to receive a purchase order
This guide explains how to receive a purchase order in order to accept the stock into your system.
How to split a purchase order
In this module, learn how to split a purchase order.
How to view a purchase order
In this module, learn how to view your purchase order history.
How to edit a purchase order
In this module, learn how to edit purchase orders.
How to assign a purchase order to a project
This guide takes you through the steps to assign a purchase order to a set project.
How to create a purchase order
In this module, learn how to create a purchase order.
Bulk Imports
Learn how to import data in bulk to your Tidy account
How to bulk import customers
This feature allows you to quickly import your customers in bulk.
How to bulk import materials
This feature allows you to bulk import your materials faster.
How to bulk import users
This feature allows you to quickly import your users in bulk.
How to bulk import suppliers
This feature allows you to bulk import your suppliers.
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