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Getting started
Getting started
Creating your first client, proposal, project, invoice, and forms
11 articles in this collection
Written by
Geoff Mina
and
Michelle Lee
Hectic - a complete overview
See how everything in Hectic works together to help you freelance smarter, not harder.
Written by
Michelle Lee
Updated over a week ago
From discovery to invoicing: the client lifecycle
Learn strategies + best practices for working with your clients
Written by
Geoff Mina
Updated over a week ago
Create and use forms
Hectic's versatile forms feature helps you connect with your clients from capturing a lead to setting up meetings.
Written by
Michelle Lee
Updated over a week ago
Add your first client
Keep all your client information together
Written by
Michelle Lee
Updated over a week ago
How to create, edit, and manage a client
This guide will show you how to keep track of your clients in Hectic.
Written by
Michelle Lee
Updated over a week ago
Create your first proposal
Set expectations in writing. Learn how to create a client proposal that communicates your services as well as timeline, cost, and terms.
Written by
Michelle Lee
Updated over a week ago
Create your first project
Create your first client project so that you can track your time, send invoices, and keep track of project details.
Written by
Michelle Lee
Updated over a week ago
Send your first invoice
Need to send an invoice right away? No problem, we got you covered. Learn how to send an invoice before doing anything else in the app.
Written by
Michelle Lee
Updated over a week ago
Navigating Hectic
Learn how to move quickly through Hectic to find what you need.
Written by
Michelle Lee
Updated over a week ago
Sales pipeline
Create prospects and keep track of your commitments to them in sales pipeline.
Written by
Michelle Lee
Updated over a week ago
Which Hectic plan is right for me?
Choose from Essentials, Pro, or Teams plans.
Written by
Michelle Lee
Updated over a week ago