TidyWise Help FAQ

No card is needed. Every new account gets a 30-day free trial with all Pro features. We'll email you a reminder on day 25 and day 29. If the trial ends without a plan, your account goes into limited mode with up to 5 customers until you choose a plan.

• Basic ($49/mo or $490/yr): bookings, customers, recurring jobs, the scheduler, estimates, invoices, payments, staff, checklists, messages and services.
• Pro ($97/mo or $970/yr): everything in Basic, plus Payroll (cleaner payouts), the Automation Center (automatic reminders, review requests and win-backs), the Client Portal, Booking Photos, live Tracking, Data Import, reports, the AI assistant, Leads, Campaigns, Expenses, Inventory and Tasks.
• Custom ($197/mo or $1,970/yr): everything in Pro, plus one done-for-you request a month and priority support.
• Lifetime ($300 one-time): every Pro feature with no recurring bill. It's limited to 100 founding spots and doesn't include the Custom plan's done-for-you requests.

1. Go to Services in the sidebar and open the Custom Services tab.
2. Click Add Service.
3. Enter the Service Name, Description, Duration (minutes) and Base Price ($).
4. Turn on Active (visible in booking form) so customers can book it online.

Go to Services → Service Pricing and choose a service under "Select Service Category". There you can set square footage pricing (with a minimum price), bedroom and bathroom pricing, add-on extras, pet options and home condition options. This tab controls the prices customers see on your booking page. For recurring discounts, custom frequencies and surge pricing, go to Settings → Pricing.

Yes, using CSV files. For customers only, go to Customers, open the ⋯ menu and choose Import. To move everything over, go to Settings → Import Data → Open Import Wizard, pick your source (BookingKoala, Jobber or Other CSV) and the type of data (customers, staff, bookings, recurring plans, services or property notes), then upload your file.

Go to Settings → Booking Form. The Share Booking Form card has your Direct Link to copy or preview, plus Embed Code to add the form to your website. Good places to share the link are your social bios, email signature, Google Business Profile and website.

No. During booking, customers save a card on file, but they're not charged at that point. The card is charged only after the job is done. Booking takes 5 steps: Select Service, Choose Time, Your Details, Payment Method and Confirmation.

The client portal lets customers sign in to see upcoming and past cleanings, job photos, notifications, referrals, their saved card and more. They can also request a booking from it. To give a customer access:

1. Go to Client Portal and open the Users tab.
2. Click Add User and pick the customer.
3. Enter their login email, then set a password or click Generate.
4. Send them their login details. They sign in at jointidywise.com/portal.

Note: the portal has no messaging tab, so customers can't message you or their cleaner there.

1. Go to Staff and click Add Staff.
2. Enter their name, email, a password (at least 6 characters), phone, tax classification (W-2 or 1099) and pay rate (hourly or percentage).
3. Save, then click Copy Credentials and send the login to your cleaner.

To deactivate a cleaner, switch them off. They're removed from assignment lists, but their history is kept.

Cleaners can use the TidyWise iPhone app or any web browser. They sign in at the Staff Portal (jointidywise.com/staff/login) with the email and password you created for them. There's no Android app right now, so Android users should use their phone's browser.

Go to Settings → Team, enter their email under "Invite a teammate", pick a role and send the invite. Owners have full access, including billing and financial data. Managers handle day-to-day operations but can't see financial data (payroll, expenses, finance, reports). Cleaners aren't added here. Add them under Staff instead.

Yes. Go to Settings → Team and turn off Show customer phone to cleaners in the Cleaner privacy card. Cleaners will still see the customer's name and address.

Yes. Each job in the cleaner app lets them upload photos or videos (MP4 or MOV, up to 2 minutes, under 100 MB) marked as Before or After. Uploads are saved on the phone first, so a weak signal won't lose them. You can see them under Booking Photos (Pro), and customers can see them in the client portal's Journal tab.

Yes. On the day of a job, cleaners tap On The Way → I've Arrived → Start Job → Complete Job, and can use GPS Check-In and GPS Check-Out. You'll get a flag if a check-in is far from the job address. You can see your team under Tracking (Pro).

When a cleaner taps Complete Job, you (the owner or office) get notified. The customer doesn't get a "job done" text. They get a review request instead.

1. Click Payment Setup in the sidebar.
2. Click Connect with Stripe.
3. Log in to Stripe (or create an account) and authorize TidyWise.

Use your own Stripe account with your business details and bank account. Payments go straight to you, and TidyWise takes no cut. Only the account owner can connect Stripe. If a message ever points you to "Settings → Payments", go to Payment Setup instead.

Go to Invoices, create an invoice and click Send. Your customer gets an email with a secure link to pay online (Stripe must be connected). When they pay, the invoice is marked Paid automatically and they get a receipt email. For cash, check or other payments, click Mark Paid and choose the method.

Each cleaner connects their bank account in the Staff Portal under the Payouts tab. Then go to Payroll and process their payout. If the cleaner has connected Stripe, the money is sent through Stripe. If not, the payout is just recorded as paid outside TidyWise. If you pay by cash, Zelle, Venmo or check, turn off Require cleaners to set up Stripe payouts under Settings → Integrations.

Texts are sent from your own OpenPhone account and number. TidyWise doesn't provide a number.

1. Go to Settings → SMS and turn on Enable SMS Notifications.
2. Paste your OpenPhone API Key (in OpenPhone, go to Settings → API).
3. Paste your Phone Number ID. It starts with "PN" (in OpenPhone, go to Phone Numbers and click your number). Use the ID only, not the full link.
4. Click Save Settings, then use Send Test to check that it works.

Yes. Carriers need it to deliver your texts reliably. You register in your OpenPhone dashboard, not in TidyWise. If your number isn't approved yet, TidyWise will show a message reminding you to finish registration in OpenPhone.

You can turn each one on or off under Settings → Notifications:

• Booking confirmation: sent when a booking is confirmed.
• Appointment reminders (Pro): by text and email. Set the timing in Automation Center → Automations and edit the wording in the Messages tab.
• On the way: sent when the cleaner taps On The Way. It can include an arrival time and a live tracking link.
• Arrived: sent when the cleaner taps I've Arrived.

There's no "job done" text to customers. They get a review request instead. All texts need OpenPhone connected.

First, add your Google Review URL under Settings → Reviews, where you can also edit the review request text. When a cleaner completes a job, the customer gets a review request by email. With the Review Requests automation (Pro), they also get a text 30 minutes after the job. Customers who rate 4 or 5 stars are sent to Google, and lower ratings go to your Feedback page so you can follow up privately.

Go to Settings → Plan & billing. From there you can upgrade or switch plans. If you're already subscribed, click Manage billing to open your billing portal, powered by Stripe.

No. Plans and billing are managed in a web browser at jointidywise.com. Sign in there and go to Settings → Plan & billing.

Email us at support@jointidywise.com. You can also watch tutorial videos under Help in the sidebar. We offer free setup: reply with your services, prices and client list, and we'll help get your account ready.