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TidyStock
Purchasing
Learn all about sending and receiving purchase orders in Tidy
Sales & Pricing
Learn how to create and credit sales, and use different types of custom pricing in Tidy
Inventory
Learn how to store, manage, and do more with stock and material items in Tidy
Bulk Imports
Learn how to import data in bulk to your Tidy account
Setup
Set up your account in the global settings of Tidy
TidyWork
Inventory
Learn how to manage your inventory in your Tidy account
Sales and Pricing
Learn how to manage sales and pricing within your Tidy account
Projects
Learn how to complete projects within your Tidy account
Purchasing
Learn how to complete purchasing tasks within your Tidy account
Bulk Imports
Learn how to import data in bulk to your Tidy account
Setup
Set up your account in the global settings of Tidy
TidyEnterprise
Purchasing
Learn how to purchase in your Tidy account
Bulk Imports
Learn how to import in bulk to your Tidy account
Sales and Pricing
Learn how to set up your sales and pricing within your Tidy account
Inventory
Learn how to set up your inventory within your Tidy account
Setup
Set up your account in the global settings of Tidy
Projects
Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy
TidyCatalog
Coming soon
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TidyCRM
Coming soon
Stay tuned to keep updated!
TidyClinic
Calendar
Learn how to manage your calendar within your Tidy account
Finances
Learn how to manage finances within your Tidy account
Patients
Learn how to manage patients within your Tidy account
Setup
Learn how to set up your Tidy account
TidyBuild
Bulk Imports
Learn how to import data in bulk to your Tidy account
Purchasing
Learn how to complete purchasing tasks within your Tidy account
Projects
Learn how to complete projects within your Tidy account
Sales and Pricing
Learn how to manage sales and pricing within your Tidy account
Inventory
Learn how to manage your inventory in your Tidy account
Setup
Set up your account in the global settings of Tidy
Tidy
Work
Guides
Projects
Learn how to complete projects within your Tidy account
How to run a report
In TidyWork, 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.
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How to export data
This guide explains how to export project data.
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How to approve expenses
To Approve expenses, you need to have the user role of Expense Approver and be assigned to the project you are approving materials for.
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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.
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How to enter materials
This guide explains how to enter materials for a project.
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How to enter expenses
This guide explains how to enter expenses for a project.
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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.
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How to enter time
This guide explains how to enter time for a project.
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How to enable combined project invoices
Combined Project Invoices is only available on the Rocket plan of TidyWork and TidyBuild, and on 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.
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How to clone a project
This guide explains how to easily clone a project and all of it’s details.
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How to edit a project
This guide explains how to edit the details of a project, only when it is a draft.
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How to view a project
This guide explains how to view all the details of a project.
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How to use the project calendar
This guide explains how the project calendar works.
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How to schedule resources and book time
If the Resource Scheduling feature is enabled for your organisation, Project Managers will be able to write future booked time against resources, and will be able to see the allocations when adding time entries. This time will be visible to your Time Writers when they add time entries.
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How to create a project
Tidy Work provides two ways to create a new project: quick project and new project.
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How to invoice a project in advance
This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyWork depends on whether the project is Time & Materials or Fixed Price project.
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How to add project adjustments to projects
This guide explains how to add project adjustments to a project, this allows you to make any changes that weren’t accounted for when the project was originally created.
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How to add time adjustments to projects
This guide explains how to add time adjustments to a project, this allows you to make any changes that weren’t accounted for when the project was originally created.
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How to clone a quote
This feature allows you to easily replicate existing quotes.
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How to edit a quote
This feature allows you to make changes to the details of your existing quotes.
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How to create a quote
Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.
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How to view a quote
This guide explains how to view all the details of a quote.
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