Site visits, logged the moment they happen

Log it while it's fresh.

TapIn makes your day easier. Arrive, tap, talk, done. The visit lands in your CRM, tidy, with the follow-ups already drafted.

Try it freeBook a chat

TidyOps also helps businesses fix CRM and system problems →

GPS finds the customerAudio is never keptWorks with Prospect, HubSpot, Google Sheets
Real screens, demo data
The everyday mess

Notes, receipts, photos, serial numbers. Then someone has to type it all up.

Tap the button and watch one visit go from scattered to sorted. That is the whole idea behind TapIn.

Who"met the owner, think Sam? card left on desk"Sam Taylor · Bluebird Café
What was saidscribbled on the back of a receipt…Quote for the fit-out by Friday
Photoburied in the camera roll, 400 othersAttached to the visit
Follow-up"remind me to ring back?"Ring Sam back · Tues
Equipmentserial number on a sticky noteUnit SN-2231 · logged
CRMto type up tonight. Maybe.Saved. Nothing to retype.
One tap in TapIn does what this button just did.
Same visit, two evenings

Which end of the day would you pick?

Drag the handle to compare the same visit with and without TapIn.

Before TapIn
met the owner, think Sam?? card left on desk
quote for fit-out... Fri? 3 or 4k?? (on the back of a receipt)
ring back??
serial no. on a sticky... 2231?
photo is somewhere in the camera roll (400+)
TO TYPE UP TONIGHT. Maybe.
9:40pm. Still typing it up.
With TapIn

Bluebird Café

Sam Taylor · Visit logged on site
What was saidQuote for the fit-out by Friday
Follow-upRing Sam back · Tues
EquipmentUnit SN-2231 · logged
PhotoAttached to the visit
Saved to your CRM. Nothing to retype. Home by 5.
↔
How a visit goes

Four taps from the car park to the CRM.

TapIn phone screen
Add what your team needs

Switch on extras only when they help.

🔧

Equipment

Record the unit, the serial and the service dates against the customer, right at the visit.

Optional
🤝

Meetings

Start a meeting on site, add who was there, sign off, and keep the notes with the customer.

Optional
📷

Photos to CRM

Snap it once. The photo goes straight onto the customer record.

Optional

Today these extras work with Prospect. Other CRMs get the core visit flow. Ask us what your setup needs.

For managers

See the team's day without chasing anyone.

Manager portal overview

Overview: who visited whom, and what's still open.

Team visits on a map

The map of the day.

Customers list

Customers and their history.

TidyOps is the rest

We fix the other repeat work too.

CRM set-up, systems that talk to each other, and the small jobs your team keeps redoing.

See what we do

Want your team's days to feel lighter?

No price list here. Tell us how your team works and we'll show you what fits.

Try it freeBook a chat

Prefer email? [TidyOps email to be added]