TIDY Concierge

Concierge

TIDY Concierge

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

Manage Your Account

Your TIDY for Pros account gives you complete control over how you run your business. From the settings section of your app, you can customize nearly every aspect of your professional profile, services, and business operations.

Accessing Account Settings

To access your account settings, open the TIDY for Pros app and navigate to the Settings or Account section from the main menu. Here you'll find all the tools you need to manage your business profile and preferences.

What You Can Control

Business Profile

  • Business name and description: How your business appears to clients
  • Profile photo: Upload a professional photo that represents your business
  • Contact information: Phone number, email, and preferred contact methods
  • Business hours: When you're available to respond to inquiries

Services & Pricing

  • Services offered: Select which home services you provide (cleaning, maintenance, etc.)
  • Custom services: Add specialized services unique to your business
  • Rates and pricing: Set your hourly rates or flat fees for each service
  • Pricing strategy: Adjust rates based on market feedback

Learn more about setting your services and pricing strategy.

Service Area & Availability

  • Service area: Define the geographic area where you work
  • Maximum drive time: Set the farthest you're willing to travel for jobs
  • Blocked zipcodes: Exclude specific areas from your service radius
  • Weekly schedule: Set your regular working hours and days
  • Time off: Block out dates when you're unavailable

Learn more about service areas and scheduling.

Payment Settings

  • Payment methods you accept: Cash, check, Zelle, credit cards, etc.
  • Credit card processing: Enable or disable card payments
  • Payout preferences: How you receive payments from TIDY
  • Bank account information: For direct deposits
  • Tax information: W-9 and 1099 settings

Learn more about payment methods and payouts.

Notifications & Communication

  • Push notifications: Enable/disable app notifications
  • Email notifications: Control which emails you receive
  • SMS notifications: Text message alerts for important updates
  • Notification timing: Set quiet hours when you won't receive alerts
  • Job notification preferences: When to be notified about new job requests

Learn more about notification settings.

Certifications & Compliance

  • Professional certifications: Upload proof of industry certifications
  • Background check status: View your verification status
  • Insurance documentation: Maintain current insurance records
  • Business licenses: Upload required licenses for your area

Learn more about certifications and compliance requirements.

Client Acquisition Settings

  • Job request matching: Turn on/off automatic job matching
  • Standby job preferences: Opt in to fill last-minute cancellations
  • Online booking: Allow clients to book directly through your website
  • Lead source integrations: Connect third-party lead services

Learn more about getting new clients.

Team Management

  • Team members: Add employees or contractors to help with jobs
  • Team permissions: Control what team members can access
  • Team scheduling: Assign specific team members to jobs

Learn more about team management.

Account Security

Password & Login

Keep your account secure by using a strong password and updating it regularly. You can change your password at any time from the account settings section.

Two-Factor Authentication

For added security, consider enabling two-factor authentication (if available). This adds an extra layer of protection to your account by requiring a verification code in addition to your password.

Privacy Settings

Control what information is visible to clients and how your data is used. TIDY takes your privacy seriously and gives you control over your personal information.

Learn more about privacy protection.

Take time to review and update your account settings regularly. Keeping your profile current helps you attract more clients and ensures smooth business operations.

Updating Your Settings

To update any account setting:

  1. Open the TIDY for Pros app
  2. Navigate to Settings or Account
  3. Find the setting you want to change
  4. Make your changes
  5. Save or confirm your updates

Most changes take effect immediately, though some (like service area changes) may require a brief review period.

Account Status

You can view your account status in the settings section, including:

  • Verification status: Whether your background check and documents are approved
  • Payment processor status: If you're approved to accept credit cards
  • Membership tier: Your current plan and features
  • Account standing: Any issues or alerts that need attention

Pausing or Deactivating Your Account

If you need to take a break from TIDY, you can temporarily pause your account or deactivate it completely. Pausing your account will stop new job requests but preserve your profile and history. Deactivating will remove you from the platform.

Before deactivating, make sure to complete all outstanding jobs and resolve any open invoices or disputes.

Need Help?

If you have questions about your account settings or need assistance making changes, contact TIDY Concierge Support for personalized help.