Project and Inventory Management done brilliantly

Complex businesses need simple solutions

The simple, powerful way to manage inventory company-wide across projects or processes, from procurement to warehousing, sales and distribution

Complex businesses need
simple solutions

Need to make sure your business has the right inventory to build, create and assemble products, while tightly managing project costs and controlling budgets?

Understanding your inventory – what’s available, where it is, and where it’s needed is essential for businesses that buy, make and sell many different products and provide services that rely on goods or parts being available. TidyEnterprise combines and adds to the power of TidyStock and TidyWork to manage inventory and workflow to help your business respond to the demands of fast-moving commerce.

Features & Benefits

Delightfully Simple

Read why our customers love TidyEnterprise

In the old days, using spreadsheets and bits of paper and whatver else when charging out to clients, we would sometimes feeel like we were over charging or under charging clients, and that wasn’t a comfortable place to be in. Now, because everything is logged in TidyEnterprise, we know that what we’re charging is a genuine figure. And that would apply to international clients as well.

Martin Davies
PFS Ltd.

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Since we’ve implemented TidyEnterprise, we’ve doubled the number of staff in the company, but haven’t increased our project management overheads.

Sophie Jones-Kelly
Acacia Environmental Management Ltd.

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It has been a great example of working together, as it has been a very collaborative process. Tidy’s customer success team have been fantastic to Noodle Live, always going the extra mile doing custom reports and creating lots of different workflows.

Clemi Hardie
Noodle Live

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Track performance and progress

  • check_circle View key performance indicators like average margin, stock turns and re-order warnings a glance via the Dashboard

    check_circle Get real-time information on project costs, profitability and timeliness from the moment you create or import a project plan

    check_circle Avoid delays and increased costs – detailed reporting and heat maps show you when projects could be heading off track

    check_circle Allocate materials, resources and rates to your job or project based on cost and availability

    check_circle Manage, track and transfer items, parts and products between multiple locations

Manage batches and assemblies

  • check_circle Track batches of materials and associated information e.g. batch number and expiry dates for detailed traceability and control

    check_circle Create bill of materials (BOM) to assemble or create new products and track the items you need through your inventory

    check_circle Add product assembly or ingredients lists to streamline production processes

    check_circle Assign materials to projects so there are no delays due to out-of-stock items

    check_circle See at a glance how many products you can make or sell before you need to purchase more

Control costs

  • check_circle Create accurate quotes and proposals based on up-to-date material and resource costs

    check_circle Create and manage custom pricing based on quantities, customer discounts or other variants

    check_circle Deal with prices and invoices in several currencies

    check_circle Set approval levels for purchases to stay on top of costs and inventory levels

    check_circle Track all items in your inventory and reduce the cost of replacing lost, damaged, stolen or out of date stock

Co-ordinate your whole business

  • check_circle Create accurate quotes for projects based on materials, time and costs

    check_circle Organise, assign and prioritise tasks so you stay on track to deliver

    check_circle Track progress at every step from quote, to work, completion and invoice

    check_circle Record materials and resources used for each project instantly from phone, tablet or laptop so they're always accurate and up to date

    check_circle Provide excellent customer service by keeping customers accurately informed of progress every step of the way

Powerfully simple

  • check_circle Delightfully simple and intuitive to use with little training needed to get your whole team up and running

    check_circle Teams can create quotes, sales and purchase orders and print packing slips in a few clicks

    check_circle Create sales and purchase orders on the road, in the workshop or warehouse, from a laptop, mobile phone or tablet

    check_circle Make quick work of invoicing and reduce costly errors as key information is automatically filled in

    check_circle Option to add users and custom reports as your business expands

Integrate with useful apps

  • check_circle Make short work of invoicing and improve your cash flow by sharing transactions with Xero

    check_circle Easily create and manage an online store with  TidyCommerce

    check_circle Improve collaboration and communication by integrating Microsoft Office 365 tools, including Project and Teams

    check_circle Use EzzyBills to scan and extract data from bills, receipts etc. to reduce errors and save time managing expenses

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