Docs How to use Tidy
Send RFIs
Raise questions from the drawings, send them to every client in one go, and log the answers before bid day.
1. Set the questions deadline
On the bid's RFIs tab, set the Questions due date from the invite. Tidy counts down to it and reminds you to send drafts in time.
2. Draft as you price
- From a drawing: right-click the markup or measurement you have a question about and choose Add to RFI. A snapshot of that spot is attached.
- From the RFIs tab: click New RFI.
Write one question per RFI. Fill in a Proposed answer, the assumption you will price if nobody replies. Clients answer faster when they only have to say yes.
3. Send them together
- Tick the drafts and click Send.
- Choose which clients get them. Each client gets one plain-text email listing all the RFIs.
- Review each email, then click Send.
The RFIs get numbers (RFI-001, RFI-002) and become Open.
4. Log the answers
When a client answers (by email, addendum, phone or portal):
- Open the RFI.
- Under Official response, enter the answer and its Source, and attach the addendum if there is one.
- Save, then Close RFI.
Tick Client replied on the sent email so Tidy stops drafting chasers.
5. Let Tidy chase
Unanswered RFIs get a polite follow-up draft after 3 business days, or 2 days before questions are due. Approve them with your other follow-ups.
Ask the agent
- "Read the RCPs and specs for this bid and draft RFIs for anything that conflicts, each with a proposed answer."
- "Record the answer to RFI-004 from Addendum 2: ceiling height is 9 ft."
- "Which RFIs on my bids are still open?"
The agent can draft and record, but sending is always your click.