The guided tour

The first time you land on the dashboard, Biddy offers a quick look around — about 4 minutes, and you can bail out at any step. It's an orientation, not a deep dive, so you know where everything lives before you dig in.

What's in it

The look-around walks you through the app one stop at a time:

1. The plan — a quick hello and the three things worth doing first.
2. Your dashboard — the whole page lights up (without dimming the rest) while Biddy sets up what you're looking at.
3. Projects — search any job, client or address, or tap a stage (Drafts, Ready, Sent, Won, Building) to land on exactly those projects.
4. Pick up where you left off — the last three jobs you opened, each with a Continue button that takes you back to where you stopped.
5. My tasks — the tasks you made or were handed. Setup work lands here too, badged Setup, once your pricing basics are in.
6. Since you were here — what happened since your last visit, like a client opening a proposal or a payment landing, and who's on site now.
7. Activity and the bell — what's happened while you were on a job, and where to find it on a phone.
8. The sidebar — Projects, Tasks, Time & Team, Catalog, Settings and Community, named in one breath so you know the map.
9. Catalog — the dropdown opens and Biddy names each piece: Services, Materials, Find Products. Your Pricing templates and Proposal Settings live under Settings.
10. Settings — the business side, with Stripe payments called out so you get paid the moment a client signs.
11. A quick look at Tasks, Projects, and Community — you actually land on each page for a second so it's not just a name on a list.
12. The finish — Biddy gives you three buttons so you know exactly where to start: set your pricing, set up your templates, or create your first project.

On your first real project, small tips point out each step as you reach it — add photos and a voice note per room, check the dimensions the AI found, tighten the scope, take a last look at the proposal. Dismiss any one with the ×, or tap "Got it, stop the tips" to clear them all. (Tips only show on real jobs, never the sample project.)

Where to start after the tour

The tour ends on three buttons. Take them in any order, though pricing first pays off on every proposal after it:

• Set my pricing — the guided pricing walkthrough: teach BidCraft how you charge.
• Set up my templates — opens Settings → Pricing templates, where under Your job types you install proven starter templates, generate one, or upload a past proposal.
• Create my first project — go end-to-end on a real job.

Skipped them? Your pricing and your job types both live at Settings → Pricing templates. Same place, any time.

Setup steps in My tasks

Once your pricing basics are in, follow-up setup work starts showing up in My tasks on the dashboard, each one badged Setup so it reads as onboarding rather than job work — the rest of the pricing interview, your first project template, and Set up your proposal settings (about 4 minutes). For that one, Biddy takes you to Settings → Proposal Settings and opens the cards for you — first Payment schedule, pointing at the quick picks (50 / 50, Thirds, All on completion or Custom), then Layout & pricing, pointing at Line breakdown and Prices your client sees. You set each one right there, tap Save on the card, and tap Next in the bubble.

Tap one to open it right there — no page hop. They're role-aware (owners and admins see all of them) and self-completing: finish the work and the matching step checks itself off automatically. Do them in any order. Knock them all out and you'll cross your first level while you're still getting set up — a small celebration you've earned.

Because they're ordinary tasks, they also show up in Tasks → My Day alongside everything else, and the progress bar at the bottom of the card counts them.

On a phone

The tour runs in the Biddy bottom sheet, which opens at about three-quarters of your screen. On steps that highlight something on the page behind it, the sheet drops to half height so the highlighted thing stays visible — then returns to your height on the next step.

You can drag the bar at the top of the sheet to resize it any time. Steps that aren't pointing at anything stay at whatever height you picked, so if you like the taller sheet for reading, it stays put.

How to pause

The welcome look-around has no pause button — it's short enough that you either Skip the rest or just close Biddy (more on that below). The longer walkthroughs (your first project, the catalog, your profile) do: tap "I'll come back later" and Biddy closes, but you won't lose your place. Two things bring you back:

• A small terracotta dot on the floating Biddy pill — tap it to resume right where you left off.
• A "pick up where you left off" bubble that floats in on whatever page the paused guide belongs to (it knows the pricing interview lives on the dashboard, a template build on a template page, and so on). Tap Resume to jump straight back in, or dismiss it if you're busy — it resurfaces the next time you pause.

Page reloads, browser closes, switching devices — your spot survives. It's saved on the server per-person, not in a cookie, so each teammate keeps their own place.

Closed Biddy mid-tour? No problem — the tour doesn't barge back in. The next time you open Biddy on that conversation you'll see a small "Want to pick it back up?" message with two buttons: Resume the tour drops you right back on the step you left; End the tour wraps it up for good. Until you choose, the tour stays quiet — no surprise page jumps, no highlights.

How to replay

Tap the replay arrow in the Biddy chat header (it's the circular-arrow icon next to the trash can). The welcome tour fires from step one. You can do this any time, even years from now after you've forgotten where everything lives.

How to skip

A few ways:

• The first tour step has an "I'll explore on my own" button — Biddy closes and stays out of your way.
• Any step has a Skip the rest button that jumps straight to the wrap-up.
• The opening step also has buttons to jump straight to setting your pricing or setting up your templates if you'd rather skip the look-around and get to work.

[!tip] Skipping the look-around costs you nothing — the app teaches each area in context as you reach it, and Pricing templates is always one tap away under Settings.

If you already knew the old dashboard

The dashboard was rebuilt around picking up where you left off. If you were using BidCraft before that change, Biddy points out the new layout once, with three short bubbles: your last three jobs, the search and stage strip, and the quick-actions strip, where you snap receipts as you buy materials, with a reminder to clock in when you start your day. Tap Got it on the first two and Done on the last, or just carry on. It shows one time per person and doesn't come back. You won't see it while the look-around above is still waiting for you, since that covers the same ground.

What if I never see the tour

The tour auto-opens on a fresh dashboard if:

• You haven't completed the pricing interview yet (or even just the Essentials section), AND
• Your Biddy chat history is empty

If both gates are already passed, Biddy assumes you've been around the block and doesn't nag. You can always trigger it manually via the Replay tour button in the Biddy header, or by visiting /?welcome=1 in your browser bar.

Bring teammates through

When you invite a new teammate from the Team tab on Time & Team, they get the same auto-open tour on their first login. The tour adapts to their role — crew see Today and Time orientation instead of the full catalog deep-dive, salespeople see catalog and projects but skip the admin sections, and owners/admins get the whole thing. Their tour state is per-user (not per-org), so each person walks through it at their own pace.