Client Portal
Put common appointment and account tasks in one customer-facing place.
Try TidyOps freeThe Reality
Customers need a clear way to review their appointments, saved homes, payment methods, and service requests without searching through past messages.
The TidyOps Workflow
Signed-in customers can view booking dates, arrival windows, addresses, service totals, status, and available progress details. The account also supports eligible booking changes, saved-home management, recurring-service requests, payment tools, and completed-service feedback.
In Practice
Appointment Management
Customers can review bookings and, when the booking allows it, request or confirm rescheduling, cancel, or edit eligible details.
Recurring Service Requests
Customers can manage recurring-plan skip, reschedule, pause, and cancellation requests from the account.
Service Record
Customers can review their booked service details, home notes, assigned-team information when available, progress milestones, and appointment records.
Concrete Capabilities
- Saved homesAdd, update, remove, and select a default saved home, including address, layout, pets, access instructions, and notes.
- Payments and recordsManage payment methods, access available payment actions, and open financial documents provided for a booking.
- FeedbackRate completed service and send public comments or private feedback to the team.
Frequently Asked
Can customers manage an upcoming booking?
The account presents edit, reschedule, and cancellation controls only when the booking’s current policy allows them.
Can customers approve estimates here?
The current customer account supports booking and service-management tasks. It does not present a general pending-estimate approval feature.