Feature • Team & Staff

Team Portal

Make the day’s assigned work easier to review and progress from the field.

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Interface Preview

The Reality

Paper schedules and scattered messages make it harder for crews to see their route, job context, and next action while in the field.

The TidyOps Workflow

Employees open their assigned day to see scheduled jobs, route sequence, arrival windows, drive estimates, addresses, service details, notes, coworkers, and current job status. They can record milestones and use the checklist and job-activity tools while working.

In Practice

Daily Agenda

Review assigned jobs by day with arrival window, route sequence, address, duration, and job status.

Route Context

See drive time from the previous stop, distance when available, travel warnings, and a link to turn-by-turn directions.

Job Context

Review service type, rental details when applicable, job notes, coworkers, checklist readiness, and job activity.

Concrete Capabilities

  • Field-friendly scheduleUse a responsive day view with simple previous-day, next-day, and today controls.
  • Assigned-route viewEmployees access their own selected employee schedule; managers and administrators can choose an employee schedule for operational review.
  • Work progressRecord on-my-way, arrived, start, and complete milestones in order, with checklist completion required before completion where configured.

Frequently Asked

Is this an app they have to download?

It is delivered as a responsive web experience, so staff use it in a browser.

Can staff access property access codes here?

The employee route view evidences addresses, job notes, service details, and activity tools. It does not support a blanket claim that property access instructions or codes are shown there.

Ready to upgrade your team portal?

Quick answers

Is this an app they have to download?
It is delivered as a responsive web experience, so staff use it in a browser.
Can staff access property access codes here?
The employee route view evidences addresses, job notes, service details, and activity tools. It does not support a blanket claim that property access instructions or codes are shown there.