This tutorial will show you how to create a file for a client or a prospect that will allow you to track all information related to this client in one place (e.g., projects, invoices, time-worked, proposals, notes, revenue trends and more.)


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 select "+ New client" in the left panel.

Add as much or as little information as you know for your client. Only your client's name is required. Enter business information in the first tab and invoicing and payment information (including rounding your billing increment or raising your default hourly rate) on the second tab.

Easily update your client's details by mousing over a client's name and clicking the pencil icon.

Pro tip: Any client information you add here will automatically populate for you in other areas of Hectic like proposals 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. Use the 3 dots next to their name to quickly add a project, proposal, invoice, or time entry.

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

  • Client notes

  • Track hours worked and revenue trends

  • Set payment terms

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

Time worked

  • 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

Proposals

  • Create a proposal with built-in terms

  • 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

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