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We're excited to announce a major update to our Workflows feature in TIDY. Workflows already allow you to automate almost any back-office task related to cleaning and maintenance. Now, they're even more powerful and flexible.

What's New

More Triggers

• Job Completion: Now you can set up a trigger for when a job is marked complete.
• Guest Reservations: New trigger for when a guest reservation is created.
• Time-based: Set triggers for every hour, day, week, or month at a specific time.

Filters on Triggers

• Refine your triggers with filters, allowing you to specify properties or service categories.

Expanded Actions

• Concierge Tasks: Our most powerful action lets you have our team do almost anything remotely.
• Email Notifications: Send an email to any address.

Noteworthy Points

• One trigger per workflow.
• Triggers may have a delay of up to 5 minutes or more.

Example Workflows

• Automate Turnovers: Book an inspection and based on the results, schedule maintenance and cleaning.
• Ensure Compliance: Make sure your pro has the appropriate insurance and completes necessary forms.
• Smart Alerts: Get alerts if a job is likely to clash with a guest check-in.

Why Upgrade?

This update offers enhanced customization and efficiency, enabling you to automate tasks more intelligently and free up your time for other priorities.

Learn More

For a detailed guide on how to make the most out of the updated Workflows feature, visit our Help Center.

Thank you for using TIDY. We're confident that these enhancements will provide you with an even more powerful tool for automating your back-office tasks.

New Scheduling Features to Optimize Your Job Management on Tidy!

We're pleased to announce several key updates to the Tidy platform that revolve around enhancing your scheduling capabilities. We've focused on offering more flexibility and control over how you manage your jobs, properties, and professionals within the platform.

What's New?

All Properties View

We've introduced an "All Properties" view that offers a comprehensive overview of your properties, jobs, and job requests. This simplifies managing your various tasks and assets.

Advanced Filters

Our new filtering options allow for more granular control over viewing your schedule:

• Filter by Date: See jobs based on when they are scheduled.
• Filter by Job Status: Sort jobs by their current status (in progress, completed, etc.)
• Filter by Service Type: Narrow down jobs by categories like cleaning, handyman, and inspection.
• Filter by Property: Focus on jobs related to specific properties.
• Filter by Pro: View jobs assigned to particular professionals.

Improved Actions

You can now select any address to see all related jobs. From there, you can add new jobs, cancel existing ones, or perform other actions specific to that address.

Benefits

• Efficiency: Save time with the bird's-eye view and advanced filters.
• Control: New filters and actions put you in the driver's seat.
• Visibility: Get a complete overview of your properties and jobs, all in one place.

How To Get Started

These updates are available now and can be accessed directly from your Tidy dashboard. For a more detailed walkthrough, you can refer to our help center article: Tidy Scheduling Help Center

Conclusion

We believe these new scheduling features will significantly aid you in managing your tasks and properties more effectively. As we continue to enhance the Tidy platform, your feedback is crucial for us to deliver what you need. Feel free to share your thoughts or questions.

Thank you for being a Tidy user!