Docs Features
Admin console
The company-owner area. Team, company identity and branding, auto-delete rules, weekly reports, proposal defaults, billing and archived bids.
The Admin console is where admins run the company account. Open it from the sidebar under System > Admin. Estimators do not see it.
It has five tabs: Dashboard, Team Management, Settings, Billing and Archived Opportunities.
Roles
Tidy has two roles.
| Role | Can do |
|---|---|
| Admin | Everything an estimator can, plus the Admin console: team, billing, company settings, shared libraries and approving Published Records |
| Estimator | All the day-to-day work: bids, workspaces, takeoff, budgets, proposals, RFIs, the agent |
Everyone in a company sees the company's bids, clients and vendors. Workspaces are the exception: they are shared with their members, and an admin can open one to the whole company.
Dashboard
- Main: active opportunities, submitted, won and estimator counts, upcoming deadlines, team workload and a company activity feed.
- Stats: company-wide pipeline statistics, monthly charts, a leaderboard by estimator and by client, and Export PDF.
Agent usage is reported in Agent mode under Activity, not here.
Team Management
Invite people, change roles, reset passwords, move paid seats, sign people out of every device, deactivate and delete. See Manage your team for the steps.
Settings
Settings has these sub-tabs.
Main
- Company Identity: logo (up to 2 MB), Brand colour, short name, legal name, initials, email, phone, website and address. These show in the sidebar, in outgoing emails and on proposal PDFs. The brand colour changes buttons, links and the active sidebar item right away.
- Auto-Delete Policies: how many days (1 to 365) before Tidy deletes undecided bids past their due date, declined bids, lost bids and archived bids. Restoring a bid from Archived stops its deletion.
- Due Date Auto-Adjust: an internal deadline offset of 0 to 30 days. Tidy shows every due date that many days early so your team finishes ahead of the client's date. The real date is kept and shows on hover.
- RFI Follow-ups: when on, the AI drafts a follow-up for unanswered RFIs (3 business days after sending, or 2 days before the questions-due date). Nothing is sent until a teammate approves it. On by default.
- Webhook overrides: advanced. Points the inbox refresh at your own automation if Automated Construction set one up for you.
Clients
Manage the company client list. See Clients.
Reports
Turn on the three weekly team emails and choose the day, time and recipients for each. See Weekly reports.
Proposal
Company defaults for every proposal: scope Categories (with CSI codes), Units, Pricing & tax, Estimating margins and burden, Terms, the Email template, PDF Branding and company Documents. See Proposals.
Billing
Plan, seats, agent allowance, upgrade and cancel. See Billing.
Archived Opportunities
Every archived bid, with the days left before auto-delete. Restore brings a bid back. Delete removes it and its files for good.