Docs Introduction to Tidy
Find your way around
The sidebar, the Agent and Co-work modes, the account menu and the shortcuts worth knowing.
Two modes
The switch at the top of the sidebar flips between two modes:
- Co-work: the app itself. Bids, drawings, budgets, proposals and settings.
- Agent: chat with the Tidy agent, with your sessions, projects, skills and plugins in the sidebar.
The Co-work sidebar
| Group | Pages |
|---|---|
| Home | My Hub, Workspaces, Budgets, Cost Library |
| Bidding | Opportunities, Published Records, Proposals |
| Documents | RFIs |
| Network | Clients, Vendors |
| System | Admin (admins only), Integrations, Settings |
Your company name and logo sit at the top. The bottom shows your plan and your account menu with Settings, Send feedback, Report a bug and Sign out.
The Agent sidebar
New session, Search, your Projects and chat sessions, Skills & Plugins and Activity. See Tidy agent.
Moving between them
- Open in Agent on a bid or a drawing starts a chat about it.
- Links in agent answers open in a viewer docked beside the chat.
- Agent in a workspace's top bar opens the chat beside the drawing.
- Copy agent token copies a pointer to what you are looking at, for any agent. See Agent tokens.
Shortcuts
| Keys | Where | Action |
|---|---|---|
| Ctrl + K | Agent | Search your chats |
| Enter / Shift + Enter | Agent chat | Send / new line |
| Ctrl + click | Lists | Open a bid in a new tab |
| Esc | Workspace | Back to the Select tool |
| Ctrl + F | Workspace | Find text on the drawing |
See Takeoff tools for every drawing shortcut.
On a phone
Tidy Mobile opens on phones and covers the Agent and Workspaces. See Tidy Mobile.