Step 1.

Go to Customer information in the Customer tab under Global Settings.

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Step 2.

Check the Customer portal box and the Email link on save? box.

Make sure to specify the customers email address on the edit page.

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Step 3.

Click save and all necessary details will be sent to the customer for registration.

They will be able to click the link within the invitation email and enter the URL and Auth ID. The customer will then be able to see the details of a project.

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All TidyBuild 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.

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.

Set up customer portal

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