Quickstart

This walk-through takes one bid from invite to submitted. Plan on about 30 minutes the first time.

#1. Create your company

1. Go to tidy.automatedconstruction.io/signup.
2. Enter your name, company name, work email and a password, or click Sign up with Google.
3. Click the link in the confirmation email.

You land on My Hub as your company's admin, on the Free plan. No card is needed.

#2. Invite your team

Open Admin > Team Management, click Invite User, and enter each person's name, email and role (Estimator or Admin). See Manage your team.

#3. Bring in an invite

Forward a bid invite email to bids@tidy.automatedconstruction.io. In a minute or two it appears on Opportunities > Undecided, and you get a confirmation reply.

Or click + Opportunity, open Add With Agent, paste the email and click Create with agent.

#4. Decide and assign

On Opportunities, click Bidding on the new row. Choose Assign to me or pick an estimator. The bid moves to Accepted.

#5. Measure the drawings

1. Open the bid and go to Files. Upload the drawings if they did not come with the email.
2. Select the drawings and click Add to workspace.
3. In the workspace, set the scale on a sheet and measure with Area, Length or Count. Give each measurement a Subject, such as "ACT-1".

Or click Agent in the workspace and ask it to take off the ceilings. See Run an AI takeoff.

#6. Price it

Click Budget in the workspace, add an assembly from your cost library and link it to a takeoff subject. Set your margins. See Build a budget.

#7. Send the proposal

Click Send to proposal on the budget. Check the lines, terms and the client contact, then click Send and Submit Bid. The bid moves to Submitted.

#8. Follow up

Tidy drafts follow-ups on a schedule. Approve them from Pending Follow-Ups on your Hub. When the client answers, set the Award to Won or Lost.

#Next steps

• Get the most out of the Tidy agent
• Connect your own agent
• Key concepts