Clients are the bread-and-butter of your freelance world. As such, the Hectic design team makes the client file the center of all functionality within Hectic.

In Hectic, a "client" refers to either of these:

  1. Active client: A person or company you are currently working for

  2. Prospect: A person or company you will potentially work for in the future

It all begins with a client, so, let's add one!


Add a client

Pick a client you'd like to add to Hectic first.

Remember, you don't need to be doing actual work for this person right now; they can be someone you are talking discussing potential partnerships with (i.e. prospect).

If you're new to freelancing and don't have an active client yet, that's okay. Hectic is still the right tool for you. You'll still make a client file for a prospect so that you can create a proposal, build forms, and track communication for that prospect.

Pro-tip: Use forms with a lead gen block embedded in your web site to add clients and all their information with just a click.


To add a client, use the quick add clients button from Homebase or click Clients and click the blue + in the right corner.

Add as much or as little information as you know for your client. Only your client's name is required. Edit client details or add invoicing and payment settings like fee structure and rounding increments by clicking on your new client and choosing edit from their overview screen.

Pro tip: Any client information you add here will automatically populate for you in other areas of Hectic like agreements or invoices.

Keep all your client work in one place

Star clients you work with the most so they stay pinned to your left panel.

Each tab within clients is robust with features and functionality connecting all of your projects, invoices, contracts, forms, and more to your client. No more searching through emails, notebooks, or Slack messages.

Tab

Function

Overview

  • At-a-glance contact information, payment structure, contacts, attached files

  • Project overview

  • Revenue and time worked trends

  • Client notes

Invoices

  • Client lifetime invoicing statistics

  • Invoice history with easy to read statuses (draft, sent, paid, late)

  • Create new invoice

  • Review past invoices

Deposits

  • Request a deposit prior to starting work (fixed amount or percentage)

  • Apply deposits to invoices, if you choose

Timesheets

  • At-a-glance time statistics, including total time, time by project, and what remains to be invoiced

  • Add new time entry

  • Adjust a past time entry

Agreements

  • Create a proposal, contract,

    or quote

  • View proposal status

  • Easily access signed proposals (to keep scope creep at bay)

Forms

  • Collect client information for easy reference later

  • Use your discovery (or any) form template to get the same information from each client

    Pro tip: These forms also integrate with our Meeting scheduler

Meetings

  • Past and upcoming meetings with this client

  • Click any meeting and choose "add time entry" to quickly add to a timesheet

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