Over time, freelancers need to organize information about clients and completed projects. And here you will need a special Database of clients and projects for freelancers.

What is “one more notebook” for?

There are often situations when you need to find information about a project completed some time ago, or its client. Sometimes it is not easy to do this, especially if the result is needed urgently. It is generally problematic to find out some data if several months have passed.

Real examples:

  1. The client is hysterical, his website is broken. But the freelancer made one-time edits on this site and did not save the username and password to the site. As a result, while the freelancer was looking for access in the mail, the site was repaired by the hosting support.
  2. The client applies a couple of weeks after the completion of the previous project (text editing) with a new task. But the freelancer does not remember whether the client paid for the previous project, and at what rate he worked with this particular client.
  3. Freelancer received 2 urgent tasks from regular clients. Only one of them can be done on time. The second client must be politely refused. To choose which client is more important to him, the freelancer would like to know how many projects and for what total amount each of them ordered. Few people keep such statistics.
  4. The client disappeared in Telegram without paying for the project. However, the freelancer remembers that he received a letter from the client by mail for a very long time, while the mailbox is regularly cleared of old letters. How to find out the client’s mail?
  5. The freelancer is interested in the statistics of his work. Have income increased? How much does he earn per month, per day? How many orders per month, per year? And the clients?
  6. Regular clients sometimes do not pay immediately, especially if the amounts are insignificant, and tasks are given regularly. How not to forget who, how much and for what exactly owes, if there are more than three such debtors?

All these questions can be easily answered by the Database of clients and projects for freelancers.

With the help of the Database, a freelancer can see a full report on his income and projects every day. If a regular client contacts a freelancer, he can easily find a link to his site and passwords in the Database. He can also look at all the projects of this client, completed by him, read his notes on them, go to the archive folders with files.

The base is made as simple and convenient as possible. It has been tested in real work by real freelancers. The result is very positive.

All that is needed is to enter into the Database tables of each of your new clients and each of your projects. Gradually, the base is being filled, and the benefits of it will be visible to the freelancer in a month.

Database functions

  • Accounting for clients, their contacts, statistics of cooperation, storage of links and passwords.
  • Accounting for projects, storing links to technical specifications, reports, project folders.
  • Statistical information: revenues, debts, number of projects, etc.
  • Simple calculators.

Security

There are no macros and scripts in the Database. It is an independent, self-contained, personal offline database. For greater confidence in the safety of information, you can set a password on the Base file (File => Information => Book protection => Encrypt using a password).

Important features of working with the Database

  1. You need to enter data only in two tabs: “Clients” and “Projects”. In this case, the lines must be filled in one after another, leaving no blanks.
  2. Some of the cells have a drop-down list of values: when you select a cell, an arrow appears on the right, which you need to click on.
  3. On the “Clients” and “Projects” tabs, some of the data is colored red – they are generated automatically, so they do not need to be filled in, and also cannot be deleted when clearing tables.
  4. At the end of the tables on the tabs “Clients” and “Projects” there is an inscription “Below the formula and rules you need to stretch”, you need to understand it literally. After you fill in all the lines up to the line with the inscription “You need to stretch below the formula and rules”, you need to select the entire previous line and stretch it down the required number of lines.
  5. Tables and diagrams on the “Statistics” tab are generated automatically; you do not need to make any changes on this tab.
  6. On the “Statistics” tab there is a button “Enable calculation?” with options “Yes” and “No”. This button runs array formulas that calculate most of the statistics. Unfortunately, on old computers or with a large amount of data, array formulas significantly slow down the operation of the database. Therefore, you can disable the calculation of statistics when it is not needed, and enable it only when viewing statistics.
  7. Adding paragraphs inside cells is done by pressing Alt+Enter.

How to work with the Database

  1. Fill in a row the “Project categories” cells on the “Service” tab.
  2. Enter client data on the Clients tab: in advance or when adding each new project.
  3. Complete the project line as you work on each new project.
  4. If necessary, view the automatic results on the “Statistics” tab.

Questions, wishes, comments, updates

Any questions about the work of the Base, as well as wishes and comments, you can write in the comments at the bottom of this page.

The current version of the Database will also be available for download on this page.
Current version: 1.1.

Instructions for using the Database in screenshots with explanations

Switching tabs, auto-complete, highlighting debts
Switching tabs, auto-complete, highlighting debts
How to open to see long text in cells
How to open to see long text in cells
Adding links to files, folders and pages on the Internet
Adding links to files, folders and pages on the Internet
Drop-down lists in Database
Drop-down lists in Database
Service page: filling in project categories
Service page: filling in project categories
Statistics: enable data calculation
Statistics: enable data calculation
Clearing old data on the Projects and Clients tabs
Clearing old data on the Projects and Clients tabs

Support the developer

The database is available for download for free, but if you suddenly want, you can make a symbolic money transfer using this form.

Where to get tasks?

Perhaps, while reading this article, you have a question where to get so many orders so that they need a Database of clients and projects for freelancers.

The bulk of orders for freelancers come from regular clients, and they are easiest to find on freelance sites. One of the most famous such sites is Freelancehunt. In our opinion, Freelancehunt has the most comfortable working conditions and there are no financial restrictions (there is no need to buy access to projects or a Pro profile). By the way, Freelancehunt published an article about the our base (read more).

Changelog

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