Create invoices, track time, view reports, and more with the updated Client Hub in FreshBooks.
The strength of your client relationships depends on the strength of your client knowledge. The more you know and understand about them and their business, the more the relationship can grow.
But as much as you’d like to absorb everything you possibly can, it can be tricky to stay on top of when you’re managing several different clients at the same time. Not to mention, you have your own business to run.
To help, FreshBooks has updated the Client Hub with a streamlined workflow so you can manage all your client activities from one place.
What Is the Client Hub?
The Client Hub allows you to create invoices, track time, view reports, and manage everything related to a particular client from one centralized place.
What’s Been Updated in the Client Hub?
The Client Hub now has new tabs for Invoices, Expenses, Estimates, Proposals, and Projects specifically related to whichever client you’re looking at.
How Can the Client Hub Help Me?
By organizing everything into one place, the Client Hub saves you from having to toggle back-and-forth between different sections in your FreshBooks account.
For example, when you want to create a new Invoice, Expense, or Estimate for a client, all you have to do is click the Create New button. Here’s what it looks like in-app:
What Else Can the Client Hub Do?
Your clients benefit from Client Hub too! Keep them in the loop on completed work, or projects in progress by sharing reports like:
- Client Account Statement
- Invoice Details
- Payments Collected
- Retainer Summaries
- Time Entry Details
Have Questions About the Client Hub?
Check out the FAQ or get in touch with our team of Support Rockstars who are always ready to help you out.
This post was updated in May 2021.