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.

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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.
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.

Kaizen

TapIn is never finished. That's on purpose.

Kaizen means small, steady improvements. We watch how your team really uses TapIn, listen, and ship the fix.

1

Watch

See where a tap feels slow.

2

Ask

Hear it from the rep and the manager.

3

Change

Ship the small fix, not a big project.

4

Check

Did it help? Then do it again.

Your feedback shapes the next version, wherever we can make it work.

“

I've spent years closing the gap between the work people do and the system that has to know about it. TapIn is what came out of that: less retyping, fewer screens, more time with customers.

Chris, TidyOps

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.

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Prefer email? [TidyOps email to be added]