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Freelancer Setup

Setting up Heyweek as a solo freelancer takes only a few minutes, and once it's done your work, your clients, and your billing all live in one place. This guide

Setting up Heyweek as a solo freelancer takes only a few minutes, and once it's done your work, your clients, and your billing all live in one place. This guide walks you through the essential first steps: creating a workspace, adding a client, setting up a project, tracking time, and sending your first invoice.

Create your workspace

Your workspace is the home for everything you do in Heyweek — projects, clients, time entries, and invoices all belong to it.

  1. Sign in and create a new workspace, giving it a name that fits your business.
  2. Fill in your basic business details (the ones that will appear on invoices), like your name or company name and contact information.
  3. Set your preferences, such as currency and time zone, so totals and timestamps look right from the start.

You can always come back and refine these settings later.

Add your first client

Clients keep your projects, files, and invoices organized around the people you work for.

  1. Open your clients list and add a new client.
  2. Enter their company or contact name and billing details — these get pulled into invoices automatically.
  3. Save the client so it's ready to attach to projects and invoices.

Set up a project

A project is where the actual work — tasks, tracked time, and files — comes together.

  1. Create a new project and link it to the client you just added.
  2. Outline the work by breaking it into tasks or a simple board so you can see what's ahead.
  3. Add any starting files or notes you want to keep alongside the work.

Start tracking time

With a project in place, you can start capturing billable hours right away.

  1. Open the timer, type a short description of what you're doing, and pick the project.
  2. Press start when you begin work, and pause or stop as needed.
  3. Log anything you did away from your desk with a manual entry by duration or start and end time.

Tracked time rolls up into reports and is ready to bill, so nothing slips through the cracks.

Send your first invoice

When it's time to get paid, your tracked hours are already waiting.

  1. Start a new invoice and choose the client to bill.
  2. Pull in tracked time and add any articles (line items) for fixed charges.
  3. Review the details, then send it by email and watch its status from sent to paid.

Next steps