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What is TidyWork?

Effortlessly keep track of materials and resources from the initial quote through to the project's conclusion. Are you struggling to effectively manage your projects and resources while also ensuring profitability? If overseeing the items and materials used in various ventures while keeping a tight grip on expenses is a challenge, TidyWork is the solution you need. It enables you to manage your budgets in real time while keeping your clients informed throughout the entire journey, from the preliminary quotation to ongoing tasks, approvals, and invoicing. You can easily generate accurate project quotes based on materials, time, and costs. Stay organized by assigning and prioritizing tasks to ensure timely delivery. Monitor progress at every stage, from the initial quote to the work phase, completion, and final invoice. You can quickly log materials and resources utilized for each project from your mobile device, tablet, or laptop, ensuring that your records remain both precise and up-to-date. By providing timely updates, you can offer exceptional customer service and keep clients aware of their projects' progress at every step. This streamlined approach not only boosts efficiency but also significantly enhances customer satisfaction, allowing businesses to thrive in a competitive environment.

What is Service365?

Service365, utilizing the exceptional Dynamics 365 Business Central platform from Microsoft, serves as a comprehensive solution for managing field service operations. It consolidates the management of customers, quotes, jobs, and purchases into a single, streamlined interface. You can easily outline a quote for customer consent and generate a quote worksheet. Your field service personnel can be organized efficiently. It minimizes complexities in project oversight and cost management. You can acquire materials and associate them with timesheets, ensuring that all expenses tied to purchase orders are confirmed before commencing any job. Once you have customer approval, invoices can be generated seamlessly. This all-encompassing platform incorporates the advantages of Customer Relationship Management (CRM) within one cohesive system. Service365 offers an effortless method for clients to monitor their contact information, transactions, communications, and invoices. Its user-friendly yet powerful design ensures an enhanced experience. With a strong focus on your client's success, you can effectively plan resources and client engagement for both the present and future. By leveraging this all-in-one platform, businesses can optimize their field service management and drive better outcomes.

Media

Media

Integrations Supported

Capsule
Dropbox
Microsoft Outlook
Microsoft Project
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

One-time onboarding fee
Ongoing subscription per user
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Tidy International Group

Date Founded

2000

Company Location

United Kingdom

Company Website

tidyinternational.com/solutions/tidywork

Company Facts

Organization Name

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Electrical Estimating

Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

HVAC Estimating

Billing & Invoicing
Labor Rates
Quotes/Proposals
Scheduling

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