Use the Tidyflow mobile app

Tidyflow has free apps for iPhone, iPad, and Android, for your team and your clients. They use the same account and workspace as Tidyflow on the web, so there is nothing to set up and nothing to sync.

Install the app

• iPhone and iPad: Download Tidyflow on the App Store
• Android: Get Tidyflow on Google Play

Both apps are free, and there is no separate mobile charge on top of your Tidyflow plan.

Sign in

There is no sign-up inside the apps, so your firm needs an existing Tidyflow account first. Open the app and sign in the way you already do on the web:

• Google
• Microsoft
• An emailed sign-in link
• Your email address and password

If your firm does not use Tidyflow yet, start a trial on the web first.

What you can do in the app

The app opens on Jobs, with Inbox, Jobs, Agent, and Settings along the bottom.

Jobs. Search the list or narrow it by status, assignee, client, due date, and tags. Status and Assignee are chips above the list; everything else is in the filter sheet. From a Job you can change status and assignees, edit the title and description, and see the client, dates, tags, and subtasks. Completing a Job asks whether to close any open subtasks, creates the next occurrence if the Job repeats, and offers Undo. You can also comment, @mention a teammate, attach a file, and create a Job straight from the list.

Inbox. Read and triage the firm’s shared inbox. Search conversations, move between Inbox, Drafts, and Archived, open attachments, and swipe to archive a conversation or mark it read. Recently read threads stay cached, so a weak signal does not leave you with an empty screen.

Drafts. Drafts that are already complete, including ones Tidyflow Agent prepared for a human to send, can be reviewed and sent from the app, with a short undo window. You can delete a draft too.

Notifications. Push notifications for mentions, assignments, new inbox email, and client replies to follow-ups and document approvals. Tapping one opens what it is about.

Tidyflow Agent. The same conversations you have on the web. Pick up a recent thread or start a new one, and read the answer as it streams in. When Agent pauses for approval before a sensitive change, or shows a confirmation card listing every Job in a batch edit, you can approve or cancel it from the app. Proposal previews and consent steps work the same way.

What still needs the web app

• Writing email. There is no composer. You can review, send, or delete a complete draft, but not write a new email or finish a half-written one.
• Billing, proposals, e-signatures, and tax organizers. These stay on the web.
• Working offline. Changing a Job, adding a comment, or sending a draft needs a connection. Reading cached inbox conversations does not.

Can clients use the app?

Yes. Clients install the same app and choose Client sign-in, then enter the six-digit code emailed to them or their portal password. A client of more than one firm picks the firm after signing in.

In the app, clients answer requests, upload documents, approve documents or request changes, and see their shared documents and invoices. They get a push notification for each new request, request reminder, and invoice. Paying an invoice or signing a document opens the client portal, already signed in.

Clients who would rather not install anything keep using the client portal in their browser.

Tell us what is missing

The apps grow based on what firms ask for. If something you need every day is not in the app yet, let us know through the usual support channel and it goes on the list.