Docs Features
The bid page
One opportunity's full page. Details, team, files, vendors, RFIs, budget, proposal, bid form and every email, in tabs.
Every opportunity has its own page with everything about the job in one place. Open it by clicking an opportunity's name anywhere in Tidy.
The header
- The client (click to open the client card), the location and the invite date.
- Sealed and phase badges, and a link to the original posting.
- The action buttons for the current stage: Bidding and Decline, Submit Bid and Log proposal, Send Follow-up, or Restore.
- The archive button (trash icon), which asks to confirm.
Under it, a status strip shows the Bid due date and time, the Acceptance and Award statuses, the Lead estimator and the Next follow-up date. Click any of them to change it.
Tabs
| Tab | What it holds |
|---|---|
| Overview | Project details, clients, the source email, team, agent chats, notifications, follow-up dates and the activity timeline |
| Files | The bid's files in folders, plus its workspaces |
| Vendors | Suppliers and subs quoting this bid. Request Quote emails them. |
| RFIs | Questions to the client, with an open count. See RFIs. |
| Budget | A summary of the bid's budget and Open budget |
| Proposal | The bid's proposals and their sent revisions |
| Bid Form | Submit or log the bid, and the submission history |
| Messages | Every email in and out for this bid. See Messages and email. |
Overview
- Project details: click the pencil to edit the name, scope of work, location, due date and time, Phase, sealed bid delivery and Site walk.
- Clients: every client on the bid, each with its contact. The primary client comes first.
- Source: the original invite email and link.
- Team: the lead and the other people on the bid. Add member adds teammates, who get an email.
- Agent chats: your chats about this bid. New chat starts one with the bid pinned.
- Notifications: open alerts on the bid. Add flags something for the team.
- Activity: a timeline of status changes, assignments, emails and comments. Type in Add a comment... to leave a note for the team.
Phases: Conceptual / ROM, Budget (SD), Design Development (DD), Design Assist, GMP, Hard Bid, Design-Build, Value Engineering.
Files
- Make folders, upload by drag and drop, move files, download a folder as a ZIP and delete.
- Share all files sends the files to someone. See File sharing.
- Click a PDF to view it. Takeoff happens in a workspace, so select drawings and click Add to workspace.
- The Workspaces view lists this bid's workspaces and New workspace.
Lead and team
The lead estimator owns the bid. Click Lead estimator to open Assign Estimator. The team is everyone else working on it. Both count as "mine" on Opportunities, the Hub and follow-ups.
Assigning someone else sends them an email. Assigning yourself does not.
On a phone or in Agent mode
In Agent mode the bid page opens as a tab beside the chat. On a phone, bid pages use the desktop layout.
What the agent can do
Pin the bid in a chat (or click Open in Agent) and the agent starts with its details and files. It can answer questions about the drawings and specs with page citations, update the bid, manage its team and comments, and work on its RFIs, budget and proposal.