TIDY Concierge

Concierge

TIDY Concierge

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

Dashboard

The Dashboard is the main landing page that provides an at-a-glance view of key operational metrics and quick access to common actions across all your properties.

TIDY Dashboard Overview

Dashboard Components

Summary Cards

The top of the dashboard displays key metrics:

  • Active properties count
  • Upcoming reservations
  • Pending tasks/jobs
  • Recent activity highlights

Quick Action Buttons

Common workflows you can initiate directly from the dashboard:

  • Add new property
  • Create task/job
  • View schedule
  • Access messages/concierge
  • Navigate to inventory/restocking

Recent Activity Feed

Real-time updates showing:

  • Recently completed jobs
  • New reservations
  • Pending maintenance requests
  • System notifications
  • Staff activity

Property Overview

A list or grid of your properties, color-coded for quick identification. Click any property to drill into its details.

Upcoming Items

  • Next scheduled jobs
  • Approaching maintenance due dates
  • Upcoming check-ins/check-outs

Reports

The dashboard allows you to view various reports. Each report has a table of data, and some reports have a map.

Report types include:

  • Future Jobs Report - Upcoming scheduled jobs and job requests across all properties
  • Maintenance Report - All upcoming maintenance suggested by manufacturers and experts
  • Active job requests by address
  • Standbys in the area available for coverage
  • Nearby jobs completed in your area

Overview Report

The overview report has the most dynamic map of all the reports. On the map, it will show:

Overview Report Map
  • Your addresses
  • The next job scheduled for each address
  • The last completed job
  • Next or last maintenance completed on each property

Using the Dashboard

  • The dashboard auto-refreshes to show current data
  • Click any metric card to drill into a detailed view
  • Use quick actions for common workflows without navigating away
  • Filter by property or date range to focus your view