Introduction to Tidy
What Tidy is, who it is for, and how these docs are laid out.
Tidy is agent estimating and bid management software for construction subcontractors. It replaces the shared bid spreadsheet with one place where your team takes in bid invites, measures the drawings, prices the work, sends the proposal and follows up until you hear back. An AI agent works alongside you at every step, and you approve what it does.
Who it is for
Specialty and trade contractors who bid work to general contractors, owners and developers. Estimators, chief estimators and owners all use the same company workspace.
What you can do
| Stage | In Tidy |
|---|---|
| Get invites in | Forward invites to your bids address, or paste them for the agent to read. See Bring in bid invites. |
| Decide and assign | Accept or decline, pick the estimator and track every bid on Opportunities. |
| Measure | Take off drawings in a workspace, by hand or with AI takeoff. |
| Ask questions | Send numbered RFIs and record the answers. |
| Price | Build a budget from your cost library, request vendor pricing and level sub quotes. |
| Propose and submit | Send a branded proposal and submit the bid. |
| Win it | Approve AI-drafted follow-ups until the client answers. |
| Stay organized | Your Hub, tasks, records and weekly reports. |
How these docs are laid out
- Introduction to Tidy: start here. Quickstart, key concepts, finding your way around, plans and limits and docs for AI agents.
- How to use Tidy: step-by-step guides for common jobs, such as running a takeoff or getting the most out of the Tidy agent.
- Features: what each part of Tidy is, where to find it, and what the agent can do there.
Every page has a Copy page as Markdown button and Ask Claude and Ask ChatGPT links, so you can take a page to your own assistant.
Get help
Use Report a bug or Send feedback in the account menu at the bottom of the sidebar, or contact us.