Getting started as a builder
What Tidy Builder does for you and the five things to try first.
Step 1: Open your Today page. It shows what needs you across all your jobs.
Step 2: Follow the Getting started list at the top. Each step ticks itself off when it's done.
Step 3: Add your business details, so they appear on your quotes and contracts.
Step 4: Start your first job. Your client gets a free link to their own project page.
Step 5: Then send the quote, turn it into a contract and write up a site visit.
What happens next
From then on, everything you and your client agree is written down in one place. Nobody can say "but you said…".
Good to know
- Your clients never pay. Agreeing, messaging and sharing drawings are always free for them.
- The round ? at the top of every page brings you back to these guides.
Still stuck? Email hello@tidybuilder.com and a person will reply.