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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.
Integrations Supported
Capsule
Dropbox
Microsoft Outlook
Microsoft Project
QuickBooks Online
QuickBooks Online Advanced
Xero
Integrations Supported
Capsule
Dropbox
Microsoft Outlook
Microsoft Project
QuickBooks Online
QuickBooks Online Advanced
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site 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
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Categories and Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking