User Guide

Everything you need to know to run your business on OfficeTidy. Pick a topic from the sidebar, or browse by category below.

Quick Start

Find your way around the app — main screens, the Jobs calendar, and Settings.

The handful of things worth doing once, right after you sign up.

Profile, subscription, computers, appearance, security, notifications, staff, and data — all in one place.

Find and manage customers, bookings, quotes, default pricing, notes, invoice history, and tasks.

How a job moves from booked to paid, and what happens to the invoice number.

Connect Akahu so payments are matched to invoices automatically, without giving up your banking login.

Two-way sync between OfficeTidy and Xero, with automatic per-job profitability tagging.

File GST and Income Tax returns directly with Inland Revenue from inside the app.

The Overview, GST, Tax, Assets, and Statements tabs that make up the Admin section.

Manage stock, scan supplier documents to bulk-import, and print QR stickers for your storeroom.

Add, configure, and use the OfficeTidy Android home screen widget.

A shared calendar for holidays, leave, and reminders that aren't tied to a customer job.

JHAs, accident/near-miss reports, toolbox meetings, and an equipment register, all linked to the job they relate to.

Shortcuts and lesser-known behaviours worth knowing once you're past the basics.