My Hub

My Hub is your personal home page and where Tidy opens after you sign in. It shows only your work: the bids where you are the lead or on the team, your tasks and the alerts on your bids.

#Where to find it

Sidebar: My Hub (under Home). It has three tabs: Main, Records and Statistics.

#Main

• Summary bar: total bids, total contract value, active pipeline, won and lost value, win rate and follow-ups due, for the date range you pick.
• Pending Follow-Ups: AI-drafted chase emails waiting for you. Click one to edit it and Preview & send. See Follow-ups.
• My Opportunities: your bids as a Table, Stages board or Calendar. It opens on the calendar's week view.
• My Tasks, Notifications and Activity down the right side.

#Stages board

Columns for Undecided, Accepted, Submitted and Needs Revision, plus Won and Lost drop zones. Drag a card to change its status. Dropping on Won or Lost asks for a close date and gives you a few seconds to undo.

#Calendar

• Tabs for Due Date, Follow-up and Submitted dates, in Month or Week layout.
• Drag a chip to another day to move the due date or follow-up date.
• Site walks and your own dated tasks show on the Due Date tab.

#Notifications

Open alerts on your bids, most urgent first: addenda, date changes, scope changes, overdue bids and your overdue tasks. Click one to see the email or details. Resolve clears it. Send to agent opens a new Agent chat with the alert filled in, ready for you to send. See Notifications.

#Activity

Your recent comments and file uploads.

#Records

A spreadsheet of every bid in progress, with your own columns and saved views. See Records.

#Statistics

Stat cards, a status ring and monthly charts for your bids, with Export PDF. Admins get a Company view switch with company-wide figures and a leaderboard by estimator and client.

#On a phone

Opening Tidy on a phone goes to Tidy Mobile, which covers the Agent and Workspaces. Add ?view=desktop to the address to use the full site.

#Related

• Tasks and pinned notes
• Manage tasks and your calendar