TIDY Concierge

Concierge

TIDY Concierge

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

AI can make mistakes. Please verify important information.

Vendor Management

Vendors let you keep a record of the contractors, suppliers, and other businesses you work with that aren’t part of your regular cleaning and maintenance pro network. You can store their contact details, organize them by category, and create invoices for the work they do—all from the same place you manage the rest of your property operations.

Pros vs. Vendors

A Pro is a cleaning or maintenance professional you book jobs with through TIDY. A Vendor is any other business you pay—an HVAC contractor, a landscaper, a supply company, or a one-off handyman—that you want to track and bill without scheduling a TIDY job. Both live under My Pros, on separate tabs.

Finding the Vendors Tab

Open My Pros and select the Vendors tab, shown alongside the existing Pros and Guests tabs. From here you can browse your full vendor list, search for a specific vendor, and open any vendor to view or edit their details.

Adding a Vendor

To add a new vendor:

  1. Go to My Pros → Vendors and tap Add Vendor.
  2. Enter the vendor’s contact information—name, company, email, and phone number.
  3. Add the vendor’s address so it’s available when you create invoices or need to reach them.
  4. Choose a category to classify the type of business (see below).
  5. Optionally add notes or a description to record anything useful—account numbers, preferred contact times, or the services they provide.
  6. Save. Your new vendor appears immediately in the Vendors list.

Vendor Categories

Categories help you group vendors by the kind of business they are—for example landscaping, plumbing, electrical, supplies, or general contracting. Assigning a category makes it easy to filter a long list and find the right vendor quickly when you need to create an invoice or look up contact details.

Viewing and Editing Vendor Details

Tap any vendor in the list to open their Vendor Detail page, where you can see their complete contact information, address, category, and notes. Use the edit option to update any field as a vendor’s details change over time.

Searching and Filtering Vendors

Use the search bar at the top of the Vendors tab to find a vendor by name or company. This is the fastest way to locate a specific business when your vendor list grows.

Creating Invoices for Vendors

Once a vendor is set up, you can generate an invoice for the work they did directly from the Bills page. See Creating Invoices for the full workflow.