Tidy: built for the
modern cleaning business.
Send bids, sign contracts, run crews, get paid. The modern janitorial business OS — for the operator who is the business and the operator who runs it.
The four things that make TidySuite the modern one.
The legacy tools were built for paper. TidySuite was built for the operator's phone, the customer's phone, and the security team. The four pillars are why.
Modern UX
Mobile-first, real-time, role-aware. Your team works from their phones, not a desk. The first janitorial SaaS that doesn't feel like 2010.
- Real-time updates (no refresh)
- Notification center
- Mobile-first PWA, install to homescreen
Premium security
RBAC with 7 roles. Mandatory MFA on Corporate. OIDC SSO with Google, Okta, Azure. SAML SSO via Cloudflare Access. Immutable audit log for every action.
- 7-role RBAC (Owner / Admin / Manager / Accountant / Member / Crew / Viewer)
- MFA + OIDC SSO on every tier; SAML on Corporate
- Immutable audit log, per-request
Customer-facing
Your customers sign from their phone, on a branded portal with your logo. Your crew clocks in from theirs. The portal is real — not a "view your invoice" link that 404s.
- Customer Portal Lite (Business+) — bid + invoice + schedule
- Customer Portal Pro (Corporate) — your branding, your domain
- Service provider app (crew clock-in from phone)
AI for operators
TidySuite drafts the bid so you don't have to. Smart re-engagement for lost bids. AI is on Pro, Business, and Corporate — not gated to the top tier.
- AI drafting on every bid (Pro+Business+Corporate)
- Smart re-engagement for lost bids
- Email preview before every send
One product. Three apps.
One for you. One for your crew. One for your customer.
The org app for the operator. The crew app for the field. The portal for the customer. Each scoped to the role, mobile-first, with a real-time surface.
/app
The operator's home. Pipeline, today's visits, the morning brief, real-time updates.
/app/prospects
Pipeline funnel, active bids, recent activity. Five states. Lost bids reopen as drafts.
/app/customers
Outstanding invoices, active visits this week, top customers, recent comms.
/app/team
Clocked-in now, this week's hours, recent members. Crews + dispatch + Schedule.
Four steps.
From walk-through to signed proposal.
Add the customer.
Address, square footage, rooms, surfaces, frequency. TidySuite stores it. You'll never type it twice.
Generate the bid.
Pick a price profile. AI drafts the bid. You tweak the line items. The math stops being a guess — and the PDF is ready in seconds.
Preview the email. Send.
Every email renders in a preview pane before it leaves. You see exactly what your customer sees. Branded, tracked, day 3 / 7 / 14 follow-up auto-fires.
They sign from theirs.
The customer opens the bid on their phone. Signs in two taps. The contract is created. The visit hits the schedule. You didn't move.
Lost the bid?
It's not over.
Every other bid tool treats "lost" as a graveyard. We treat it as a draft. One click reopens a lost bid as a fresh draft — same line items, same history, same price profile. You tweak the price, the scope, or the terms, then re-send. The old lifecycle stays in the audit log so you know what changed.
And on the prospect side: when a prospect goes cold, a popup shows you the latest bid, the last status, and a one-click re-engage button that moves them back to "new" in the pipeline. Context for the next conversation, not a blank slate.
- 01Lost → draft, line items preserved. No retyping. No copying. Re-price, re-send, keep moving.
- 02Prospect re-engage, one click. Popup → "Re-engage" → back to "new" in the pipeline. Stale prospects don't sit there.
- 03Latest-bid callout on the prospect card. See the last bid's status, amount, and date before you pick up the phone.
The workhorse features — the ones you'll use every day.
Bid generator. Pipeline. Dispatch + team management. The features that close more work and run a tighter operation.
Bid generator + AI drafting
Per-user price profiles. AI drafts the bid from a customer record. What-if comparison. The right price, in minutes — not hours.
FLAGSHIPBranded PDFs
Cover, line items, workloading math, terms, signature. Looks like an agency. The artifact that closes the deal.
Bid pipeline
Five states — draft, sent, viewed, won, lost. Open tracking. And if the bid loses, one click reopens it as a fresh draft with line items and history intact. Nobody else does that.
Dispatch + team management
Crews, dispatch, schedule, timesheet. The team operator's full toolkit — assign a job, clock in from a phone, see the week at a glance.
Invoicing + autopay
Auto-generated from a won bid. Branded invoice PDF. Card payments. Pay-by-link, no login required for the customer.
Auto follow-up + re-engagement
Day 3, 7, 14 stale-bid nudge. You write the email once; TidySuite sends it. Lost bid → draft, one click. No retyping.
Native e-sign
1 envelope per signed bid, every tier. DocuSeal-powered. ESIGN/UETA-compliant. No per-envelope fees — fixed cost on our end, passed through.
Customer portal
Business+: your customers sign + view their own data. Corporate: your branding, your domain. The "your customer signs from theirs" promise, real.
Public. Transparent.
No "request a demo" gate.
The free tier is a real free tier — 10 bids, 15 customers, forever. Pay when TidySuite earns its keep.
Per-seat · five tiers. $1.99 per extra seat on every paid tier. Uncapped volume. See full pricing.
- 1 user · 1 Team · 1 price profile
- 10 bids / month · 15 customers
- E-sign (1 per signed bid)
- Print-and-sign PDFs + TidySuite brand emails
- 1 user (strict) · 1 Team · 1 price profile
- Unlimited bids, customers, contracts
- E-sign (1 per signed bid) + branded share links
- Concierge support (M–F)
- Up to 5 users · 1 Team · 3 price profiles
- Unlimited bids, customers, contracts
- AI drafting on every bid
- Schedule Lite + Customer Portal Lite + autopay
- Owner's Dashboard + morning brief
- Up to 12 users · 1–5 Teams · 20 price profiles
- Unlimited bids, customers, contracts
- Crews + dispatch + photos + GPS + route optimization
- AI on every bid + white-glove onboarding
- Your own email domain (DKIM/SPF verified)
The 3 things TidySuite does that Jobber and Housecall Pro don't.
Email preview before every send. A real customer portal — not a "view invoice" link. Real-time updates + a notification center that doesn't require a page refresh. Plus 2 things that are rare in B2B SaaS: 7-role RBAC and AI on Pro+Business+Corporate, not gated to the top tier.
| Feature | TidySuite$19 → $149/mo · Corporate adds $1.99/seat | Jobber $29 → $499+/mo + $29/user |
Housecall Pro $59 → $299+/mo |
ZenMaid $19 → $169+/mo |
|---|---|---|---|---|
| Bid generation with AI drafting | ✓ (Pro+Business+Corporate) | — | — | — |
| Email preview before every send | ✓ | — | — | — |
| Real customer portal (bid + invoice + schedule) | ✓ (Business Lite / Corporate Pro) | — | — | — |
| Real-time updates + notification center | ✓ | Limited | Limited | — |
| RBAC with 7 roles | ✓ | Limited | Limited | Limited |
| Mandatory MFA + OIDC SSO | ✓ (every paid tier) | Limited | Limited | — |
| SAML SSO via Cloudflare Access | ✓ (Corporate) | — | — | — |
| Native e-sign, 1 per signed bid, no per-envelope fees | ✓ | $25/mo + $0.50/envelope | $25/mo + $0.50/envelope | $0.99–$1.99/envelope |
| Branded share link + view tracking | ✓ (every paid tier) | Limited | Limited | ✓ |
| Dispatch + crew management | ✓ (Business+) | ✓ | ✓ | ✓ |
| Public API | ✓ (Corporate) | Limited | Limited | — |
| Per-user overage | Corporate only · $1.99/seat (Solo/Pro/Business hard-cap) | $29/user add-on | Per-seat pricing | Per-seat pricing |
| Starting price | $19/mo | $29/mo | $59/mo | $19/mo |
| Mid-tier price (Pro/equivalent) | $49/mo | $169/mo | $149/mo | $39/mo |
Competitor pricing from public sources (Aug 2026). 75-90% under ZenMaid per-seat at every team size. TidySuite ships RBAC, customer portal, email preview, real-time, notifications, and AI on every plan. Undercuts Housecall Essentials by 54% and Jobber Grow by 59% at the Pro tier. The metered per-seat overage is Corporate-only ($1.99/seat beyond 30) — Solo/Pro/Business hard-cap and force an upgrade to the next floor.
Premium security. Designed in, not bolted on.
Every action logged. Every role scoped. Every password protected. The infrastructure is Cloudflare Workers + D1 + R2 — edge-native, encrypted at rest and in transit.
Encryption everywhere
HTTPS in transit (Cloudflare). D1 + R2 encrypted at rest. No plaintext credentials, no plaintext tokens. Every API call signed.
Per-org data isolation
Every query is scoped by orgId. A CI guard enforces it on every PR. You can't read another org's data, even by accident.
7-role RBAC
Owner / Admin / Manager / Accountant / Member / Crew / Viewer. Per-action capabilities. The capability matrix is the source of truth, enforced in middleware.
Mandatory MFA on Corporate
TOTP-based MFA, required for every Corporate user. OIDC SSO with Google, Okta, Azure, Microsoft, Apple, GitHub. SAML SSO via Cloudflare Access for enterprise.
Immutable audit log
Every meaningful action is recorded — role changes, sign-ins, bid transitions, payments. Per-request, per-user, per-action. Anomaly detection on suspicious patterns.
GDPR-ready, SOC 2 ready
Data export + hard delete on request. The infrastructure is SOC 2-ready today; the formal audit is on the v2 roadmap. HIPAA-compatible by design.
Honest answers.
What does the free tier actually include?
Can I bring my data in from CleanGuru / Jobber / ZenMaid / a spreadsheet?
/app/import and TidySuite auto-creates the customers, buildings, and price profiles that don't exist yet — one import seeds the whole pipeline. The CSV format is documented on the import page; CleanGuru, Jobber, and ZenMaid all export to that shape. A standalone customer / prospect / profile import (without going through a bid) is on the v2 roadmap — currently you add those one at a time in the app.Do you integrate with QuickBooks?
Is there a mobile app?
What happens to my data if I cancel?
curl everything in a few minutes. A one-click in-app export (zipped JSON + CSV bundle) is shipping in v2.1. The promise: you get your data out, no hostage-taking, ever.How does the $1.99/seat overage work?
stripe_metered_events, reported via /v1/subscription_items/{si}/usage_records with action: 'increment'. A 50-user Corporate org pays $149 + 20 × $1.99 = $188.80/mo. A 1,000-user Corporate org pays $149 + 970 × $1.99 = $2,083.30/mo, or $2.08/user average. Solo/Pro/Business operators can NOT add seats via the metered path — they must upgrade to the next floor.