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.
TidyOps also helps businesses fix CRM and system problems →
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.
Which end of the day would you pick?
Drag the handle to compare the same visit with and without TapIn.
Bluebird Café
Four taps from the car park to the CRM.
Switch on extras only when they help.
Equipment
Record the unit, the serial and the service dates against the customer, right at the visit.
OptionalMeetings
Start a meeting on site, add who was there, sign off, and keep the notes with the customer.
OptionalPhotos to CRM
Snap it once. The photo goes straight onto the customer record.
OptionalToday these extras work with Prospect. Other CRMs get the core visit flow. Ask us what your setup needs.
See the team's day without chasing anyone.
Overview: who visited whom, and what's still open.
The map of the day.
Customers and their history.
Consulting that gives your team its time back.
Any business can bring us a problem. We look at how work really gets done, find the repeat tasks and double handling, and fix them, whether that's a better CRM set-up or getting your systems to talk to each other. TapIn is our first product, built the same way.
CRM review and fixes
Where is your CRM getting in the way? We find the gaps, clean up the data and set it up so people actually use it. No CRM yet? We can start with Google Sheets.
Where the time goes
We look at what staff do every day, spot the tasks repeated again and again, and show you which ones are worth fixing first.
Systems that talk to each other
API integrations so one system updates another on its own. Less retyping, fewer mistakes, and time saved for everyone.
Steady improvement
Kaizen: small changes, one at a time, each checked to see it helped. We keep going as your business changes.
TapIn
Built from the pain points we kept seeing: a phone app that logs site visits the moment they happen and puts them straight into the CRM.
See how TapIn worksTapIn 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.
Watch
See where a tap feels slow.
Ask
Hear it from the rep and the manager.
Change
Ship the small fix, not a big project.
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, TidyOpsWant your team's days to feel lighter?
No price list here. Tell us how your team works and we'll show you what fits.
Prefer email? [TidyOps email to be added]