Messages and email

Each bid's Messages tab is its email history: every email in and out for that job. Emails you send from Tidy go out from your company's bids address and are saved here automatically.

#What lands here

• The invite you forwarded.
• Client replies on the bid's email thread. These also raise a notification.
• Replies a teammate sends from their own email on that thread.
• Everything sent from Tidy: messages, quote requests, RFIs, submissions, follow-ups and declines.

Click a message to read it. Reply keeps the reply in the client's thread.

#Write a message

1. On the bid's Messages tab, click New Message.
2. Add recipients, or click Add Client to add the bid's clients.
3. Turn on Broadcast to send each client their own personalized copy. Nobody sees the others.
4. Type a subject and message. Type {{ to insert a variable such as the client name, first name, project name or your name.
5. Attach files if needed. Click Generate follow-up with AI for a draft.
6. Click Preview, check each email, then Send Message.

Your email signature (set in Settings) is added to the end.

#The bids address

Tidy sends and receives through one company mailbox. On the shared platform it is bids@tidy.automatedconstruction.io. There is no per-person Gmail or Outlook connection, so email from Tidy never comes from your own address.

#Limits

Each distinct To, CC and BCC address counts. Over the limit, Tidy tells you when you can send again. Attachments over 20 MB may not be delivered.

#What the agent can do

The agent can open a pre-filled follow-up, submission or decline email for you to send, and add team comments. It cannot send email or read a bid's message history.

#Not available yet

No search, labels or unread markers in Messages, no shared inbox across all bids, and no open or read tracking.

#Related

• Follow-ups and declines
• Bid submission