Getting started

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

11 articles in this collection
Written by Geoff Mina and Michelle Lee

Which Hectic plan is right for me?

Choose from Essentials, Pro, or Teams plans.

Written by Michelle Lee
Updated over a week ago

Import your data

Import clients, contacts, projects, deliverables, expenses, and time entries from another software.

Written by Michelle Lee
Updated over a week ago

Get started with Hectic features

Set up your account

Hectic account settings

Written by Michelle Lee
Updated this week

Add your first client

All your client information in one place (e.g., projects, invoices, timesheets, forms, and more.)

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 this week

Navigating Hectic

Learn how to move quickly through Hectic to find what you need.

Written by Michelle Lee
Updated this week

Create your first agreement

Set expectations in writing. Learn how to create a client quote, proposal, or contract that communicates your services.

Written by Michelle Lee
Updated this week

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 this week

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 this week

How Hectic's features work together

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 this week