Work

Need to track items and materials you use for different business projects and keep control of costs? Manage budgets in real time and keep your customers informed every step of the way from initial quote to ongoing work, approval and invoice with TidyWork.
Tidy Work

Project Management Done Brilliantly

The simple, powerful way to track materials and resources from quote to project completion
40%
Reduction in time spent on admin tasks
30%
Reduction in project overhead costs

A clear view helps you stay in control

Connected with apps you love

Enhance your experience with the accounting and project apps you already use

Streamline your workflow

Keep materials and resources for projects in one place so they're always accurate and up to date

Track performance and progress

See the most important information at a glance to avoid growing costs and delays

Powerfully simple

An intuitive platform with little training needed to get your whole team up and running quickly
Maximum Functionality for SMEs

Tidy Work Full Features

Our philosophy is simple - hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.

Streamline your workflows

  • Create accurate quotes for projects based on materials, time and costs

  • Organise, assign and prioritise tasks so you stay on track to deliver

  • Track progress at every step from quote, to work, completion and invoice

  • Provide excellent customer service by keeping your customers accurately informed of progress every step of the way

  • Versioning and audit trails for controlled updates.

Track performance and progress

  • See the most important info at a glance via the Dashboard – avoid growing costs and delays that can cut your budgeted profit margin

  • Get real-time information on project costs profitability and timeliness from the moment you create or import a project plan

  • Avoid delays and increased costs – detailed reporting and heat maps show you when projects could be heading off track

  • Know your expected margin from the outset and track actual versus planned costs

  • Allocate materials, resources and rates to your job or project based on cost and availability

Powerfully simple software

  • Delightfully simple and intuitive to use with little training needed to get your whole team up and running

  • Easy to add users and additional features as your business grows

  • Access everything you need via a laptop, mobile or tablet

  • Keep your overheads low with monthly or yearly price plans based on features you actually use

Real-time reporting

  • Get up-to-the-minute info on project costs, time scales and resources instantly through the Dashboard

  • Check 'planned' against 'actual' cost of projects so you stay in control of what’s being spent

  • Choose different reports to suit your business, including project status, time entry and work in progress

  • Ensure nothing gets missed by tracking materials and expenses for each project

  • Use Tidy at any time, anywhere. It’s 100% cloud-based

Integrate with useful apps

  • Make short work of invoicing and improve your cash flow by sharing transactions with Xero

  • Improve collaboration and communication by integrating Microsoft Office 365 tools, including Project and Teams

  • Use EzzyBills to scan and extract data from bills, receipts etc. to reduce errors and save time managing expenses

Work

Frequently asked questions

What data flows between Tidy and Xero
The integration between Tidy and Xero is partially bidirectional. It syncs customer data from Xero to Tidy and allows product-to-account mapping from Tidy to Xero.

For more information, please refer to the diagram below.
Do I need IT staff to run Tidy?
No. Tidy is cloud-based and designed for SMEs without dedicated IT teams. We set it up with you, provide training, and handle updates automatically. You focus on running your business - we take care of the tech.
Who is Tidy?
We’re a hands-on team based in New Zealand, Australia and the UK - and we’ve been doing this for 15+ years. When you choose Tidy, you get:
Real support from real people - in house support function is just a call away
Customisable and bespoke options - available for businesses with unique needs
Long-term partnership mindset - we grow with you, not past you
What’s the next step if I want to move forward?
Start a free trial, or book a call with us. We’ll learn about your business, show you how Tidy works, and outline exactly what setup would look like for you. No obligation, just clarity on how Tidy can help.
Can a Xero account be linked in Tidy to enable syncing?
Yes it can. To do this, the Xero account must be of the type 'Current Asset' for it to appear in Tidy and be available for syncing.