Manage your team with Tidy
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.
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
Add a team member
Navigate to your profile and select Manage Team
Set up your team
Tidy prompts you to start adding team members
Invite your team
Add the name and email address of your team members
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.