Your Personal Assistant
Cathy Freeman
The one who holds the whole business in her head. Cathy reads your inbox and tells you what actually matters, keeps your diary, orders your gear from the right supplier, chases the customer you said you'd ring back, and remembers what you told her three months ago. Text her from the van and it's handled.
The full list · 23 things
Everything Cathy can do.
Not a feature list from a brochure — every line here is something the live Cathy already does on a real business.
Your inbox and diary
06Checks your inbox and tells you what's worth reading
Reads a specific email out to you when you ask
Writes and sends emails on your behalf
Tells you what's on today, tomorrow or next Thursday
Creates calendar events and sends the invite
Moves or cancels an appointment and tells the customer
Ordering materials
07Orders the gear for a job in plain English
"Order the splitty for George's job" — she finds the job and the quote herself.
Locks onto that customer and won't drift to another one mid-conversation
The wrong-address failure, designed out.
Prices what she can off your price database
Asks the educated question for what she can't
A 7.1kW head needs 1/4–1/2 pair coil, so she asks how many metres — not what size.
Splits the order across the right supplier for each item
Drafts the purchase order and waits for you to approve it
Ticks "stock ordered" off the job checklist once it's away
Keeping the jobs moving
05Takes a site update at knock-off and files it
Hours on the job, what you're waiting on, when you're back.
Puts a job on hold with the reason showing, so it can't go quiet on you
Drafts the text to the customer and sends it once you approve
Keeps your to-do list and ticks things off
Gives you a morning brief: what's on, what's outstanding, what came in overnight
Memory
05Remembers every call, text and email with a customer
Pulls up the history before she answers
"You quoted them in March and they went quiet."
Saves the notes you tell her to save, and finds them again
Finds a contact by name, number, address or half a memory
Creates new contacts and keeps them clean
What you'd say to him
- You“Order the splitty for George's job, plus some pair coil and drain.”
- You“What have I got on tomorrow?”
- You“Remind me to ring Sarah about the switchboard.”
- You“We finished at Ferguson's but we're waiting on copper — let her know.”
Plain English. No commands, no menus, no “press 1 for accounts”.
What he won't do
- Send a customer anything you haven't approved
- File an order against a job she isn't certain about — she asks
- Delete anything
Limits are the point. A crewmate that'll do anything is a crewmate that'll do the wrong thing.
Where it all shows up
What Cathy puts on your board.
- Your to-do list and the tasks she's handballed back to you
- Purchase orders waiting on approval
- Job notes, time on the job and on-hold reasons
- Contact history — every conversation, in one timeline
Crewmates
Tasks
Everything the crew needs a decision on
Waiting on your say-so
Invoice INV-0901 · S. Ferguson — $2,480
Johnny priced 6.5h labour + materials off your list. Ready to send.
Post: “Battery install finished in Kyneton”
3 photos from that job · Facebook, Instagram, Google
Came in overnight
Missed-call message · 0491 57• ••• · 11:42pm
“No power to half the house.” Ringo flagged it urgent and told them you'd ring first thing.
Purchase order · Coil, drain, brackets — $412
Cathy split it across two suppliers.
Take a few hats off.
Tell us about your business and we'll set your crew up with you — your number, your tools, your voice. The first ten are being onboarded by hand.