For the owner who is also the office
You are the estimator, the scheduler, the accounts department, and the person who actually does the work. Frankie is the part of that you can hand over without hiring anyone, and it does not need a weekend of setup before it earns its keep.
On the job
The admin that happens between jobs
Quote it before you forget the numbers
Talk the job through on the drive back. Frankie does the arithmetic, holds the figures, and can write the quote up as a message you send yourself.
You sayFour hundred square feet at nine fifty a foot, plus two days of labour at six hundred. What is that with tax?Understand the invoice
Photograph the supplier bill. Frankie reads the line items back, flags anything that looks like a duplicate charge or a rate that changed.
You sayDid they charge me the same delivery fee twice on this?Keep the promises you made out loud
Every “I will call you Tuesday” becomes a reminder that reaches you as a text or a phone call, not a note you lose.
You sayRemind me Tuesday morning to ring the Hendersons back about the kitchen.Customers it actually remembers
Save the people and the places once. Frankie knows which Henderson, which site, and which number to use.
You sayWhat did I tell the Hendersons about the lead time?Read the contract you were sent
The subcontract, the terms, the insurance renewal. Plain language, out loud, and you can ask follow up questions about it.
You sayWhat am I liable for in this section?Its own address for paperwork
Each account gets a private email address. Forward the invoice, the permit, or the spec sheet and it is waiting to be explained.
You doForward the PDF from the site office, ask about it later.Getting started
Nothing to sign
There is no annual contract and no usage meter. Talk to Frankie all day, on every job, and nothing about the arrangement changes.
Set an account up, put him to work on a real week, and decide from there.
Questions
Before you try it
Is this a CRM or a project tool?
Can my team share one account?
Does it work on a job site with one hand free?
Hand over the paperwork half of the job
Create an account, save your customers and suppliers, and start talking to it on the drive home.
Start freeFree on iPhone and Android
Free to start, and no card is asked for. Set Frankie up the way you want him, and decide about a plan once you have met him properly.
