Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
No credit card required. Cancel anytime.
Plan forward. Stop reacting to bottlenecks.
See workload by team member across any period you choose, with the load broken into weekly buckets so you know exactly where it lands. Spot who's overcommitted before the deadline hits, and who has room to take on more. Built from the same job estimates and assignees you're already using - no separate plan to maintain.
Look back to plan better.
A backward view of logged hours vs each member's capacity for any period you select, with utilisation trends and sparklines. Find the staff who are consistently overrun or underused, and adjust before it becomes a hiring decision.
Drill into any team member.
Click into a member to see every job they're committed to - overdue, committed, projected, or excluded. Hour shares are calculated automatically when a job has multiple assignees, so the numbers stay honest.
Features
-
Forward-Looking Workload
-
Utilisation Reporting
-
Per-Member Drill-Down
-
Multi-Assignee Hour Shares
-
Recurring Jobs Included
Capacity, workload, and available hours by team member for any period you select, broken into weekly buckets.
Backward view of logged hours vs capacity for any period, with average utilisation per member and trend sparklines.
Open any team member to see every job assigned to them - overdue, committed, projected, and excluded buckets.
When a job has multiple assignees, estimated hours are split proportionally so workload reflects reality.
Repeating jobs are projected forward based on their schedule, so capacity reflects the work actually coming.
Plan your firm's capacity, not its overtime. Start your free trial and see your team's workload from week one.
No credit card required. Cancel anytime.
Explore More Features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.
FAQs
-
Workload is calculated from job estimates, due dates, and assignees. When a job has multiple assignees, estimated hours are split proportionally across the team. Recurring jobs are projected forward based on their schedule.
-
Yes. You can estimate time for entire tasks and subtasks, and the totals roll up automatically.
-
Yes. Capacity Planning projects recurring jobs forward based on their schedule, so the workload reflects the work actually coming.
-
Yes. Each team member's weekly capacity can be configured to match their actual hours - full-time, part-time, or contractor.
-
Capacity Planning is available on the Pro plan.