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