Contacts

One address book, four roles

Frametry keeps everyone you work with in one Contacts area, sorted into:

• Clients — homeowners or owners paying for the job
• Subs — subcontractors and trade partners
• Vendors — suppliers and material houses
• Team — people inside your company

Adding a contact

From the sidebar, open Subs, Clients, Vendors, or Team, then click + New contact. Enter the name, company, email, and phone. You can pick a trade for subs or a company for vendors.

Importing a list

If you already have a spreadsheet, click Import CSV at the top of any contacts page. Match your columns to Frametry’s fields and review the preview before importing.

Working from a contact

Open any contact to see every project they’re on, recent activity, and contact details. From the ⋯ menu you can invite a client or sub to log in to their portal, send them a message, or edit their info.