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Finding Your Way Around Tidyflow
Quick Start
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Start your Tidyflow Trial
Using Tidyflow in Other Regions

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Archive a Client
Automatically add Contacts to Client Requests
Can a Contact be added without being linked to a Client?
Deleting a Contact
Difference between Clients and Contacts
Follow a Client and Get Notifications
Remove Contact from a Client
Sending Emails to Clients

Client upload links
Electronic Signature Overview
How to Collect Files from Clients
How to share files with Contacts
Invite a Contact to the Client Portal
Uploading and downloading files

How to track time
View time entries

How to send an engagement letter
Proposals overview

Create and send an invoice

Connect an email account via IMAP
Connect your email account

Folder templates

Reports overview

Add your logo and branding
Adding a New User
Cancellation of subscription
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Connect AI Tools to Tidyflow with MCP
Missive Integration
QuickBooks Online Integration
Using Make.com with the Tidyflow API

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Blog
Changelog

Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow Trial
Using Tidyflow in Other Regions

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Archive a Client
Automatically add Contacts to Client Requests
Can a Contact be added without being linked to a Client?
Deleting a Contact
Difference between Clients and Contacts
Follow a Client and Get Notifications
Remove Contact from a Client
Sending Emails to Clients

Client upload links
Electronic Signature Overview
How to Collect Files from Clients
How to share files with Contacts
Invite a Contact to the Client Portal
Uploading and downloading files

How to track time
View time entries

How to send an engagement letter
Proposals overview

Create and send an invoice

Connect an email account via IMAP
Connect your email account

Folder templates

Reports overview

Add your logo and branding
Adding a New User
Cancellation of subscription
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Connect AI Tools to Tidyflow with MCP
Missive Integration
QuickBooks Online Integration
Using Make.com with the Tidyflow API

Guides

Client & Contact Management

Manage your clients and contacts

Add a Client
Add a Contact
Archive a Client
Automatically add Contacts to Client Requests
Can a Contact be added without being linked to a Client?
Deleting a Contact
Difference between Clients and Contacts
Follow a Client and Get Notifications
Remove Contact from a Client
Sending Emails to Clients

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