Restocking

The Restocking section (previously called Inventory) allows you to track the inventory of items in your property. To track maintenance on items, check our Maintenance Tracking section here.

Here are some examples of the Restocking interface:

TIDY helps you to track inventory in a few ways. At a high level, it works in the following way:

  1. You add objects to your property that you want tracked.
  2. For objects, you can set the current quantity level.
  3. For any objects, you can add a minimum quantity level, if you want to create low stock alerts.
  4. On your To-Do list for jobs, you can add tasks for pros to check the inventory. When the pro completes the inventory check, it will update the "current quantity level" for the object they checked.
  5. If the "current quantity level" ever goes below or reaches the minimum quantity level, a low stock alert will be created in TIDY.
We recommend having our success team help with your setup. They are free for you to use and they can make this process fast and easy.

Once you have added items with inventory tracking enabled, the Inventory Section will list the current and minimum quantities of all items according to the properties they are added. You can edit items and quantities at any time. To edit the Current and Minimum quantity, you just need to click on them on the Restocking main page and you'll be able to enter new values.

If you wish to edit other fields, here is how to do so:

  • Click on the item you wish to change, and then tap "Edit"

You can define both a minimum and maximum restocking price, as well as set an alert to notify you when inventory is approaching the minimum threshold—this is referred to as the Opportunistic Order Level.

For example, if your Minimum Quantity is set to 10 and the Opportunistic Order Level is 12, you'll receive a notification when a pro reports either of these numbers.

Additionally, TIDY allows you to specify a Min and Max Restocking Price, provide instructions to pros on where and when to purchase items, and include general notes for further guidance.

Once an item is added and has been changed, you can also keep track of all changes made, by clicking on the icon, on the Restocking page:

You can also access and edit your items in the property section of your app; it is easier to visualize in case you only wish to update one property.