The taped-together stack
Spreadsheets, group chats, a bidding calculator, QuickBooks. Numbers die in a report. You do the ops work by hand.
How it works
Seven steps. One loop. Every job teaches the next bid.
Cheap tools each do one slice and stop. TidyShift runs the whole loop on one system — and every finished job makes the next one smarter.
Step 01 · Capture
Everything lands in one place. Live
A new lead, a client asking for extra work, a cleaner calling in sick — each one is sorted, saved to the right client, and sent to the right next step. Nothing dies in a text thread.
- New lead → straight to estimating
- Extra work → quoted or scheduled
- Sick call → the gap goes to the Copilot
app.tidyshift.com/crm
Step 02 · Win
Three prices — and the line you don't go below. Live
Walk the site with your phone — floors, restrooms, square footage. TidyShift prices it from your own past jobs and hands you low, competitive and high, plus a walk-away floor. You're never guessing at the table.
- Low / competitive / high, not one guess
- Photos saved with the quote — no scope arguments
- Learns which buildings make you money
app.tidyshift.com/estimating
Step 03 · Set up
A new site starts with a plan, not a blank page. Live
Win the job and the cleaning plan is drafted for you — area by area, task by task. Assign the crew and the first clean is booked. The standard is written down, not just in your head.
- A plan per area, task and frequency
- Products and supplies attached
- Crew assigned, first clean scheduled
app.tidyshift.com/onboarding
Step 04 · Run
The standard is in every crew's hand. Live
The cleaner opens the app: tonight's job, the checklist, the camera. Clock-in and a before-photo confirm the visit started. A missed start goes straight to the Copilot — you hear about a no-show before your client does.
- Checklist per area, clock-in, photos
- A missed start raises its hand
- GPS check-in — coming soon
app.tidyshift.com/jobs
Step 05 · Prove
Photos become proof — and a report your client keeps. Live
Before/after per area. A supervisor approves. Your client gets a clean branded report the same night — your name, your logo — and it's saved per client for renewal time.
- Supervisor approves before it sends
- Your brand on the report, not ours
- Every report saved per client
app.tidyshift.com/quality
Step 06 · Get paid
Bill every job — the extra work too. Live + soon
TidyShift shows what's ready to bill right now, in dollars, and drafts it — including the extra work that usually slips away. Overdue invoices get chased with your approval. QuickBooks and Xero sync are coming.
- Nothing delivered goes unbilled
- Overdue chased — you approve
- QuickBooks / Xero sync — coming soon
app.tidyshift.com/invoicing
Step 07 · Improve
Real hours sharpen the next bid. The loop closes. Live + soon
The hours a job really took, the overtime, the supplies — they flow back in, so your next bid is priced on your buildings, not a generic table. Full profit per contract arrives with bookkeeping sync.
- Estimates learn from your real numbers
- Your best-margin buildings, surfaced
- Profit per contract — with sync, soon
app.tidyshift.com/finance
Why this is different
Not a point tool. Not a $5M ERP.
Cheap tools own one slice and never learn. The tools that close the loop are built for 100-person companies. TidyShift is the loop — with a Copilot on top — at a price that makes sense.
TidyShift
One system, capture to cash, with a Copilot that drafts every decision. Priced for real cleaning companies.
Enterprise ERP
Closes the loop — but weeks of setup, a steep learning curve, and priced for $5M+ companies. Overkill.
Get started
See the loop running on your own accounts.
A 20-minute demo on your buildings — we'll price a walk-through, run a shift, and let the Copilot surface the day.
Book a 20-minute demoLive in a week · Read-only by default · Cancel anytime