Categories
TEST THE WATERS
The take off
Activating your account and recovering password
Onboarding your staff
Access control
What's in it for me?
(6 articles)
FOCUS ON YOUR CRAFT
Project Marketing
Tasks tracking and reporting
Go with the flow
Manage the files you deliver
Notes
(6 articles)
FROM SMALL SCALE TO SMART GROWTH
Birthday reminders?
Agenda and Contacts
Classified information
Customizing your workflow and templates
General Messages to your staff
(7 articles)
INTEGRATIONS
Quickbooks Integration
Quickbooks Integration Setup
Invoicing with Quickbooks integration
(3 articles)
FIND EVERYTHING IN ONE PLACE
Need some help sending files? Frank lends you a hand
Move communications to Frank
Large Files Transfers
Searching for information
Tasks due on a given day?
(5 articles)
IT, HARDWARE AND MAINTENANCE
SiteMap and Security Keys
Do I need an IT guru to set up Frank?
How do I back up my data?
Is my information safe with Frank?
Can I change suscriptions at will?
(8 articles)
KEEP AN EYE ON NUMBERS
Reporting
Payments to project staff
Budgeting
Project Financials
(4 articles)
Latest Articles
Manage the files you deliver
Classified information
Tasks due on a given day?
If I want to fire Frank, do I lose my information?
So what's do I need to put Frank to work?
Guide for...