# Tidy Docs

> Tidy is agent estimating and bid management software for construction subcontractors, made by Automated Construction. These docs explain every feature, how to use it, and how an AI agent can work in Tidy for a user (the Tidy agent in the app, or your own agent over MCP).

Every page is also plain Markdown at the same URL plus `.md`. All pages in one file: https://automatedconstruction.io/tidy/docs/llms-full.txt . Machine-readable index with full page bodies: https://automatedconstruction.io/tidy/docs/search-index.json .
App: https://tidy.automatedconstruction.io . MCP server: see https://automatedconstruction.io/tidy/docs/features/mcp-server .

## Introduction to Tidy

- [Introduction to Tidy](https://automatedconstruction.io/tidy/docs/introduction.md): What Tidy is, who it is for, and how these docs are laid out.
- [Quickstart](https://automatedconstruction.io/tidy/docs/get-started/quickstart.md): Sign up, bring in your first invite, and take it from drawings to a submitted bid.
- [Key concepts](https://automatedconstruction.io/tidy/docs/get-started/key-concepts.md): The words Tidy uses, from opportunity and client to workspace, subject, assembly and agent token.
- [Find your way around](https://automatedconstruction.io/tidy/docs/get-started/navigating-tidy.md): The sidebar, the Agent and Co-work modes, the account menu and the shortcuts worth knowing.
- [Plans and limits](https://automatedconstruction.io/tidy/docs/get-started/plans-and-limits.md): What Free, Pro, Max and Enterprise include, how seats work, and the daily limits that apply to every plan.
- [Docs for AI agents](https://automatedconstruction.io/tidy/docs/get-started/docs-for-ai-agents.md): How agents read these docs. llms.txt, Markdown pages, the JSON index, and the docs tools inside Tidy and over MCP.

## How to use Tidy

- [Bring in bid invites automatically](https://automatedconstruction.io/tidy/docs/guides/bring-in-bid-invites.md): Set up forwarding so every invite lands on your board on its own, and paste the odd one for the agent to read.
- [Assign and claim bids](https://automatedconstruction.io/tidy/docs/guides/assign-and-claim-bids.md): Decide which invites to bid, take one for yourself or hand it to an estimator, and add a team.
- [Manage tasks and your calendar](https://automatedconstruction.io/tidy/docs/guides/manage-tasks-and-calendar.md): Plan your week on the Hub. Add tasks with due dates, pin notes, move bid dates on the calendar, and let the agent keep the list current.
- [Decline a bid](https://automatedconstruction.io/tidy/docs/guides/decline-a-bid.md): Pass on an invite politely in one click, with or without an email to the client.
- [Set up a workspace](https://automatedconstruction.io/tidy/docs/guides/set-up-a-workspace.md): Put a bid's drawings in a workspace, check the sheet names, share it with your team and load addenda later.
- [Run a takeoff](https://automatedconstruction.io/tidy/docs/guides/run-a-takeoff.md): Measure areas, lengths and counts by hand, with the fast tools that trace rooms and find symbols for you.
- [Run an AI takeoff](https://automatedconstruction.io/tidy/docs/guides/run-an-ai-takeoff.md): Have the agent do the first pass on a drawing, then review and accept what it measured.
- [Use Tidy on your phone](https://automatedconstruction.io/tidy/docs/guides/use-tidy-on-your-phone.md): Install Tidy Mobile, check drawings on site, raise observations with photos and accept AI takeoffs.
- [Build a budget](https://automatedconstruction.io/tidy/docs/guides/build-a-budget.md): Turn your takeoff into a priced budget. Create it, add assemblies, link quantities, set margins and send it to the proposal.
- [Request vendor pricing](https://automatedconstruction.io/tidy/docs/guides/request-vendor-pricing.md): Email suppliers a price table from your budget, record their answers and apply the prices to your components.
- [Level subcontractor quotes](https://automatedconstruction.io/tidy/docs/guides/level-sub-quotes.md): Compare sub quotes item by item on the leveling board and carry the best covered bid into your budget.
- [Create and send a proposal](https://automatedconstruction.io/tidy/docs/guides/create-and-send-a-proposal.md): Build a branded proposal from your budget, check it in the live preview, send it, and revise it when the client asks.
- [Submit a bid](https://automatedconstruction.io/tidy/docs/guides/submit-a-bid.md): Email your bid to every client from Tidy, or log one you sent another way, so follow-ups start on time.
- [Send RFIs](https://automatedconstruction.io/tidy/docs/guides/send-rfis.md): Raise questions from the drawings, send them to every client in one go, and log the answers before bid day.
- [Follow up on bids](https://automatedconstruction.io/tidy/docs/guides/follow-up-on-bids.md): Approve AI-drafted follow-ups in a few clicks, set the cadence, and close the loop when the client answers.
- [Use records to run your pipeline](https://automatedconstruction.io/tidy/docs/guides/use-records.md): Build a shared tracking sheet for every bid, publish it to the team, and use it as a work queue for agents.
- [Set up weekly reports](https://automatedconstruction.io/tidy/docs/guides/set-up-weekly-reports.md): Send your team a Monday roadmap, a Wednesday list of loose ends and a Friday follow-up list.
- [Get the most out of the Tidy agent](https://automatedconstruction.io/tidy/docs/guides/work-with-the-tidy-agent.md): How to give the agent the right context, set it up to work your way, and prompts that work for bids, takeoff, RFIs, budgets, leveling and tasks.
- [Connect your own agent](https://automatedconstruction.io/tidy/docs/guides/connect-your-own-agent.md): Use Tidy from Claude, ChatGPT, Gemini or another assistant in five minutes, and set it up to work safely.
- [Manage your team](https://automatedconstruction.io/tidy/docs/guides/manage-your-team.md): Invite estimators, change roles, reset passwords, sign someone out everywhere, and deactivate or delete a user.
- [Manage billing and seats](https://automatedconstruction.io/tidy/docs/guides/manage-billing.md): Step by step for admins. Upgrade from Free, buy seats, choose who gets one, and cancel or undo.

## Features

- [Opportunities](https://automatedconstruction.io/tidy/docs/features/opportunities.md): Your company's bid board. Every invite you are bidding or deciding on, with statuses, assignees, due dates, filters and exports.
- [Bring in bid invites](https://automatedconstruction.io/tidy/docs/features/bid-intake.md): Three ways invites get into Tidy. Forward them to your bids address, paste them for the agent to read, or type them in.
- [The bid page](https://automatedconstruction.io/tidy/docs/features/bid-detail.md): One opportunity's full page. Details, team, files, vendors, RFIs, budget, proposal, bid form and every email, in tabs.
- [My Hub](https://automatedconstruction.io/tidy/docs/features/hub.md): Your home page. Your own bids as a calendar, board or table, your tasks, notifications, follow-ups to approve, records and statistics.
- [Tasks and pinned notes](https://automatedconstruction.io/tidy/docs/features/tasks-and-notes.md): Your private to-do list on the Hub, with due dates, notes, links to bids, floating pinned notes and overdue reminders.
- [Clients](https://automatedconstruction.io/tidy/docs/features/clients.md): The companies that invite you to bid and the people at them, with bid portals, history, win rate and email.
- [Workspaces](https://automatedconstruction.io/tidy/docs/features/workspaces.md): A members-only takeoff room for one project. Holds the drawing sheets, every measurement and markup, observations and the AI takeoff queue.
- [Takeoff tools](https://automatedconstruction.io/tidy/docs/features/takeoff-tools.md): Every measuring and markup tool in the workspace viewer, how scale works, subjects, dimensions, the Markups List and exports.
- [AI takeoff](https://automatedconstruction.io/tidy/docs/features/ai-takeoff.md): Ask the Tidy agent to measure a sheet. Its results land as dashed proposals that an estimator accepts or deletes.
- [File sharing and activity](https://automatedconstruction.io/tidy/docs/features/file-sharing.md): Save invites for outside people on a file or a whole bid, and see who opened or downloaded what. Guest access is coming next.
- [Tidy Mobile](https://automatedconstruction.io/tidy/docs/features/tidy-mobile.md): The phone app for agent chat and workspaces. View sheets, accept AI takeoffs, drop observation pins and hand work to the agent.
- [Budgets](https://automatedconstruction.io/tidy/docs/features/budgets.md): The internal cost model for a bid. Assemblies priced from your libraries and driven by takeoff quantities, with margins, tax and a push to the proposal.
- [Cost Library](https://automatedconstruction.io/tidy/docs/features/cost-library.md): Your company's reusable assemblies, materials, labour roles, equipment and contract scopes, with price list import.
- [Subcontract leveling](https://automatedconstruction.io/tidy/docs/features/subcontract-leveling.md): Compare subcontractor and vendor quotes for the same scope side by side, see who covers what, and carry one price into the budget.
- [Vendors and pricing requests](https://automatedconstruction.io/tidy/docs/features/vendors.md): Your directory of suppliers and subs, their contacts, manufacturers and price book, plus pricing request emails from the budget.
- [Proposals](https://automatedconstruction.io/tidy/docs/features/proposals.md): Build a branded proposal from your budget with line items, alternates, tax, terms and revisions, then send each client their own copy.
- [Bid submission](https://automatedconstruction.io/tidy/docs/features/bid-submission.md): Email your proposal or bid form to the client from Tidy, or log a bid you sent elsewhere. Moves the bid to Submitted and starts follow-ups.
- [RFIs](https://automatedconstruction.io/tidy/docs/features/rfis.md): Numbered questions to the client while you price. Draft from a drawing, send several at once, chase unanswered ones and record the official answer.
- [Follow-ups and declines](https://automatedconstruction.io/tidy/docs/features/follow-ups.md): AI-drafted chase emails after you submit, approved in one click, plus polite decline emails when you pass on a bid.
- [Messages and email](https://automatedconstruction.io/tidy/docs/features/messages.md): Every email in and out of a bid, a composer with mail merge and AI drafts, and the company bids address that sends and receives.
- [Notifications](https://automatedconstruction.io/tidy/docs/features/notifications.md): Alerts on your bids such as addenda, date changes and overdue bids, plus the emails Tidy sends when you are assigned.
- [Records](https://automatedconstruction.io/tidy/docs/features/records.md): A spreadsheet of every bid in progress with your own columns, formulas and views. Agents read and write it, which makes it the place to run agent work across your pipeline.
- [Weekly reports](https://automatedconstruction.io/tidy/docs/features/reports.md): Three team emails on a schedule you choose. What is due this week, which bids need a follow-up, and what nobody has acted on.
- [Tidy agent](https://automatedconstruction.io/tidy/docs/features/tidy-agent.md): The AI agent built into Tidy. Ask about your pipeline and drawings, and have it measure, price, draft and update, with your approval.
- [Agent permissions](https://automatedconstruction.io/tidy/docs/features/agent-permissions.md): Choose Allow, Ask or Block for each thing the agent can do, pick a preset mode, and control headless runs for connected agents.
- [Skills and plugins](https://automatedconstruction.io/tidy/docs/features/skills-and-plugins.md): The agent's plugins (new bids, follow-ups, submissions, declines, takeoff, budgeting) and how skills and memory teach it your way of working.
- [Use Tidy from Claude, ChatGPT and other agents](https://automatedconstruction.io/tidy/docs/features/mcp-server.md): Connect Claude, ChatGPT, Gemini, Perplexity, Grok and other MCP clients to Tidy. Sign in as yourself and work in Tidy from your own assistant.
- [Agent tokens](https://automatedconstruction.io/tidy/docs/features/agent-tokens.md): A short code for every bid, file, workspace, budget, proposal and more. Copy one and paste it into any agent to point it at exactly what you are looking at.
- [Admin console](https://automatedconstruction.io/tidy/docs/features/admin-console.md): The company-owner area. Team, company identity and branding, auto-delete rules, weekly reports, proposal defaults, billing and archived bids.
- [Your account and settings](https://automatedconstruction.io/tidy/docs/features/account-and-settings.md): Sign in, sign up, reset your password, and the personal Settings page with profile, dark mode, email signature and signed-in devices.
- [Billing](https://automatedconstruction.io/tidy/docs/features/billing.md): The Billing page in the Admin console. Upgrade, change plans, manage seats, cancel and undo a cancellation.
- [Security and privacy](https://automatedconstruction.io/tidy/docs/features/security-and-privacy.md): How Tidy keeps each company's data separate, how AI agents act as you, and what stays human-approved.