Docs Features
Notifications
Alerts on your bids such as addenda, date changes and overdue bids, plus the emails Tidy sends when you are assigned.
A notification is an alert on a bid that someone should act on: an addendum came in, the bid date moved, the bid is overdue. It stays open until someone resolves it.
Types
Revised plans, Addendum, Bid date change, Scope change, Site walk, Award notification, Cancellation, Update, Overdue and Task. Each has an urgency: critical, high, medium or low.
Where they show
- A small pill with a bell beside the project name on the board, the Hub and the calendar. Click it to see every open alert for that bid.
- The Notifications card on the bid's Overview.
- The Notifications list on your Hub, most urgent first.
- The weekly unresolved bids email, if your admin turned it on.
Where they come from
| Source | Example |
|---|---|
| Client emails | A reply on the bid's thread that looks like an addendum or a date change |
| Your team | Click Add on the bid's Notifications card to flag something |
| Overdue bids | Every hour, Tidy flags any Undecided, Accepted or Needs Revision bid whose due date has passed |
| Overdue tasks | Your own task passed its due date. Only you see it. |
An overdue notice resolves itself once the bid is submitted, declined, closed or given a new date, and Tidy leaves a comment saying why.
Resolve or hand off
- Resolve marks it handled.
- Send to agent opens a new Agent chat with the alert filled in. Review it and send.
Emails Tidy sends you
- Assignment: when someone makes you the lead on a bid or adds you to its team. Assigning yourself sends nothing.
- Weekly reports, if your admin adds you. See Weekly reports.
- Publish requests to admins, when a member asks to share a record.
Overdue bids and tasks are shown in Tidy only. They do not send email.
Not available yet
There are no notification settings to mute types or choose email or push, no reminder before a due date, and no calendar sync with Google or Outlook.
What the agent can do
The agent can list unresolved notifications, add one to a bid and resolve them.