For sales, service and installation teams

Stop guessing where your reps are. Start seeing every visit.

TapIn logs every visit in one tap. TidyOps hunts down the busywork behind it. You get your evenings back.

Try the live demoTalk to us

TidyOps also fixes CRM and systems problems →

Finds the customer by locationVoice is transcribed, never storedWorks with Prospect, HubSpot and Google Sheets
Real screens · demo data
Before: admin at the end of the day

Notes, receipts, photos and serial numbers, all waiting to be typed up after hours.

Press the button to see one visit go from scattered to sorted.

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 evening would you choose?

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

From the car park to the CRM in four steps.

TapIn phone screen
Modular by design

Switch on extras only when your team needs them.

🔧

Equipment

Record the unit, serial number and service dates against the customer, on site.

Optional
🤝

Meetings

Start a meeting, add who attended, sign off, and keep the notes with the customer.

Optional
📷

Photos to CRM

Take it once. The photo lands on the customer record.

Optional

Extras currently run with Prospect. Other CRMs get the full 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 is still open.

Team visits on a map

The day on a map.

Customers list

Every customer, with their history.

Beyond TapIn

We streamline the rest of the admin, too.

CRM set-up, connecting your systems, and automating the repetitive jobs your team keeps redoing.

See what we do

Give your team their evenings back.

Tell us how your team works and we'll show you what fits. No hard sell.

Try the live demoTalk to us