Getting started

Creating your first client, proposal, project, invoice, and forms

12 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

Set up your account

Hectic account settings

Written by Michelle Lee
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