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TIDY Concierge

The Concierge combines our AI agent with 24/7 humans to help.

We recommend asking our team for help setting up checklists. Everyone wants different things, and it is typically easiest to ask us to do it for you.

Each checklist item lives as a set of items on 1 or more "cards". These cards can be associated with a room, or not.

What happens when you associate a card to a room?

You can see a history of all checklist items completed by room.
Because this is tied to a specific room, you can't copy rooms to other properties.

When should you associate with rooms?

Associate With Rooms	Don't Associate With Rooms
You want detailed reporting per property/room	Tracking items done by specific room is not important.
You are ok with more time and setup	If you use the same "template" across jobs

Creating a new checklist

To create a new fully customizable checklist using cards:

Log into your TIDY account and navigate to the "Checklists" page.
Click on the dropdown menu and select the "+ Add Checklist" option.

Select the address to add your checklist
You can copy from another address if you'd like
Add a name to the checklist
Click on the "Add Checklist" button

Adding cards and checklist items

Once the checklist is created, you can start adding cards and checklist items to it.

Click on the "+Add" button to create a new card.

If you want to associate the new card with any existing room in your home, enter the room details and click on "Add card". Select "No" and enter a card name for better customizable needs.

You can add multiple cards, associated with existing rooms or not, to your new checklist.

To add checklist items to your cards, click on the "+ Add" button in your checklist or directly on the desired room/card page.

Mark Rooms as "Do Not"

In the room settings, you can also indicate that you "Do Not" want someone to clean or do anything in a room. For example, if you have an office that you never want someone to go into, it's best to add the room but label it as "Do Not" and add a photo of the door so they know what to avoid.

This only works with Rooms. You're not able to add a Do Not on Cards.

Default Checklists

You can automatically assign default checklists based on different levels within your account. This feature helps you streamline your workflow and ensures that the right checklist items are assigned every time.

How It Works

With this feature, you can automatically apply checklists in the following ways:

Property + Job Type

Automatically assign specific checklists based on both the property and the type of job. For example, you can set different cleaning checklist items for a deep clean versus a standard clean at a specific property.

Account + Job Type

Apply checklists across your entire account based on the job type. This is perfect if you want consistent checklist items for similar job types, no matter which property they're for.

Property

Assign a checklist to a specific property, regardless of the job type. This is useful if certain properties always require the same checklist items, like routine maintenance checks.

Account

Set a checklist that applies to all jobs under your account. This option is great for general checklist items that need to be done across the board, no matter the property or job type.

Please note that only checklists with no rooms specific to a property can be made an account service default.

To set your default checklists, go to the Checklists section and hit "Defaults"
Select the property/service type you'd like to set rules to and make any necessary adjustments