Tidy logo featuring a modern yellow script on a dark background, representing business administration software for self-employed individuals and tradespeople.
Register Now / Sign In

Manage your team with Tidy

With Tidy you can also add other team members to your account, assign customers and schedule jobs to them. Team members can only see their schedules, and can use the payment options to take payments on your behalf.
Apple App Store logo with "Available on the App Store" text, promoting the Tidy app for streamlined business administration and management.
Google Play logo, representing the Tidy app's availability for download, emphasizing streamlined business management and integrated accounting solutions.
Woman cleaning a window with a spray bottle and cloth, while a man cleans another window in the background, representing Tidy's team management and cleaning services.
Woman cleaning a window with a spray bottle and cloth, while a man cleans another window in the background, representing Tidy's team management and cleaning services.
Woman cleaning a window with a spray bottle and cloth, while a man cleans nearby, representing Tidy app's cleaning services and mobile business management.

How Tidy for Teams could help you grow your business

Another innovative function Tidy offers is the ability to add and manage team members from your account. Simply select Manage Team from your profile and follow the steps to invite other users.

Tidy centralises and automates various administrative functions, allowing team members to collaborate seamlessly and focus on core business activities. Tidy is extremely user-friendly and simplifies admin tasks such as scheduling jobs, automatically generating invoices, tracking payments, and offering fast and convenient payment options including Tap to Pay.

Man cleaning a window with a squeegee, wearing blue gloves, demonstrating professional window cleaning services relevant to Tidy's team management and scheduling features.

How Tidy gives you control

Be assured that Tidy team members only have access their own schedules and cannot access the team manager’s account. However they can take in-person payment for completed jobs and funds go directly to the team members account.

In today’s fast-paced business environment, Tidy can make all the difference by streamlining operations, simplifying admin, and offering your customers secure and convenient ways to pay. Say goodbye to manual administrative tasks and hello to a more organised, productive way to manage your team – the ultimate business admin solution for small businesses, sole traders, freelancers and self employed people.

How to set up your team in Tidy

It’s easy to start managing your team on Tidy – simply follow the steps below:
Smartphone displaying Tidy app profile screen with "Manage Team" option highlighted, set against a bright yellow background, illustrating team management features for service-based businesses.

Add a team member

Navigate to your profile and select Manage Team

Smartphone displaying Tidy app interface with "Add Team Members" feature, set against a yellow circular background, illustrating team management and collaboration capabilities.

Set up your team

Tidy prompts you to start adding team members

Mobile phone displaying Tidy's "Invite User" interface with fields for first name, last name, and email address, set against a bright yellow circular background, illustrating team management and collaboration features.

Invite your team

Add the name and email address of your team members

Apple App Store logo with "Available on the App Store" text, promoting the Tidy app for streamlined business administration and management.
Google Play logo, representing the Tidy app's availability for download, emphasizing streamlined business management and integrated accounting solutions.

By adding team members to Tidy you can grow your business and streamline your admin

Benefits of team work:

  • A Tidy account holder has the ability to invite other team members.
  • The team manager can allocate jobs to the team members they have invited.
  • Team members can only see jobs they’re allocated on their own personal schedule.
  • Team members can take payments on behalf of the team manager including Tap to Pay.
  • Team members cannot modify the business profile information or access the bank account associated with the team manager.

Manage your team on Tidy and streamline your business

Efficiently schedule customer jobs for your team with Tidy, and make your business run smoother and more efficiently than ever. Manage customer appointments for multiple team members, automate your invoicing, and have team members take in-person payments and send automated invoices on your behalf. Start using Tidy today to streamline your workflow, and grow your business.

Apple App Store logo with "Available on the App Store" text, promoting the Tidy app for streamlined business administration and management.
Google Play logo, representing the Tidy app's availability for download, emphasizing streamlined business management and integrated accounting solutions.