Help Center
Your operational guide to TidyOps. Search workflows, configurations, and best practices.
Review and update customer records
Find customers, update contact details and referral notes, and review their current service history.
Add and update saved properties
Manage reusable home details from the customer account so future estimates start with the right information.
Create a cleaning estimate
Move through the public estimate flow, review current pricing, and continue to booking when the job is eligible.
Manage recurring cleaning
Start an eligible recurring plan and request supported changes to upcoming service from the customer account.
Add and maintain employees
Create staff records, manage work details and availability, and keep workspace access aligned with employment status.
Assign employees to cleaning jobs
Staff the schedule with eligible employees or teams while resolving availability and staffing conflicts.
View your assigned cleaning schedule
Open the employee schedule to review the jobs and work details assigned to you.
Track lead and customer referral sources
Maintain the intake source list, record how leads found the company, and filter customer records by source.
Manage commercial work orders
Submit, review, schedule, complete, and track extra work for permitted commercial sites.
Request supplies for a commercial site
Submit and fulfill a supply request for a permitted commercial location.
Track commercial site inventory and par levels
Record on-hand quantities and par context for supplies kept at a commercial site.
Maintain a commercial site profile
Keep structured facility, access, cleaning, safety, and contact details for a commercial site.
Use a commercial site QR label
Print and scan a secure QR label that opens the permitted commercial site profile.
Manage commercial documents and expirations
Upload, review, replace, share, waive, archive, and download permission-scoped commercial documents.
Plan periodic commercial services
Review due, upcoming, and overdue periodic scope work across commercial sites.
Use the commercial client portal
Help permitted commercial contacts review sites, requests, service records, documents, quality, and billing.
Review the commercial quality dashboard
Use inspection scores, pass rates, and corrective actions to review commercial service quality.
Create a commercial proof-of-service report
Generate a customer-shareable report from a completed commercial visit and its available evidence.
Use the commercial workloading calculator
Model commercial labor, costs, and target margin from walkthrough inputs before a bid decision.