17. Summary – Getting the Most out of freehand

A skilled craftsman working on a skateboard design in a cluttered workshop.

17. Summary – Getting the most out of freehand

You’ve now seen how freehand brings everything together—clients, commissions, projects, quotes, invoices, tasks, and planning—all in one organised space.
Here’s a quick recap of the key things you can do:

Add and manage clients – Keep all client details and their linked work in one easy-to-access record.


Create commissions and projects – Track every piece of work with clear statuses, notes, and tasks.


Stay organised with tasks & priority tasks – Never lose track of important steps in your workflow.


Use quotes and invoices – Send clear quotes for approval, request deposits or full payments, and let freehand handle the linked balance invoices automatically.


Keep clients informed – Clients can log into their portal anytime to see their project status, quotes, and invoices without needing to email you.


Plan smarter – The Tasks, Deadlines, and Planner pages give you total visibility over your workload today, this week, and in the months ahead.


Save time with templates – Quickly respond to enquiries or reuse frequently needed information.


Optional Message Centre – Keep all communication for a project in one place, if you prefer.


Manage your account easily – Update your details, change your password, and manage your subscription from one page.

💡 Tips for Getting the Most Out of freehand

  • Start simple. Add a client and create a single commission or project to get familiar with the workflow.
  • Keep your statuses updated. This helps you and your clients stay clear on what stage each project is at.
  • Use priority tasks wisely. They’re perfect for steps that need to happen before a project officially begins, like responding to enquiries.
  • Take advantage of templates. They’ll save you time on repetitive admin and keep your responses consistent.
  • Control what clients see. Toggle quotes, invoices, and the messaging centre on only when you’re ready.
  • Check the Planner Page daily. It acts like your dynamic diary, showing exactly what needs your attention today.