Client Management in Teetrack: Rates, Currency, and Contact Info

The client management problem for freelancers

Most time tracking tools treat "client" as a free-text field you re-type on every report. That means your client's name can be "Acme," "Acme Inc," or "Acme Inc." depending on the day. Their billing rate lives in a sticky note. Their address lives in an email thread from six months ago. If you are a freelancer managing multiple clients, this ad-hoc approach to client management leads to billing-rate errors, missed payments, and wasted time that should be billable.

Teetrack's new client management feature solves this by giving every client a first-class record in your account. A client in Teetrack stores the company name, email, phone, full postal address, tax ID, notes, a default hourly rate, and a default currency. You create the record once and then link it to as many projects as you need. No more re-typing, no more inconsistencies.

Setting up clients in Teetrack

Setting up client management in Teetrack takes about five minutes. Open the Clients page from the sidebar, click Create Client, and fill in the form. The only required field is the client name, so it's normal to add names and hourly rates first, then come back later to add addresses and tax IDs for your records.

• Name: The company or person you are billing. Teetrack enforces uniqueness per account so you cannot accidentally create duplicates.
• Email & phone: For quick reference when you need to chase a late payment.
• Address fields: Street, city, state, ZIP, and country. These are handy when your records need a billing address.
• Tax ID: VAT numbers, EINs, or any identifier your accountant asks for.
• Hourly rate & currency: This is the magic. Set a default rate and currency on the client and Teetrack auto-fills them into every new project you create for that client.
• Notes: Free-form text for payment terms, PO numbers, and reminders like "always CC the finance team".

Linking clients to projects

Once your clients exist, the Create Project and Edit Project forms show a new searchable Client dropdown. Select a client and two things happen immediately: the project's hourly rate updates to the client's default rate, and the currency switches to the client's currency. You can still override these per project, but starting from the client defaults saves a couple of minutes on every new project.

This link between client and project is the backbone of Teetrack's client management. Every time track you log against that project is now implicitly associated with the client. When it is time to report or export, that association carries forward automatically.

Client management and multi-currency freelancing

A common freelance scenario is paying in GBP for some clients, EUR for others, and USD for yet more. Set the currency once on each client record and every new project inherits it. Combined with Teetrack's multi-currency Summary totals, end-of-month billing collapses from an hour of cross-referencing to a few minutes of exporting a per-client timesheet.

How client management fits into the Teetrack workflow

• Create clients on the Clients page with name, rates, and contact info.
• Create projects and select a client. Billing defaults auto-fill.
• Track time against projects on the dashboard as usual.
• Export per-client timesheets from the Summary view. The client filter auto-applies once a track is linked to a project whose client is set, keeping every export clean and accurate.
• Review summaries with the client column for at-a-glance organization.
• Export PDFs and CSVs that now include the client name in the header.

FAQ: Client management in Teetrack

Can I assign multiple projects to the same client? Yes. A client can have unlimited projects. Each project keeps its own billing settings after creation.

Does the client hourly rate override the project rate? No. The client rate is a default that auto-fills when you create a new project. Once the project exists, its rate is independent and can be changed without affecting the client or other projects.

Can I filter the Summary by client? Yes. The Summary view supports filtering by client so you can see billable hours per client at a glance.

Is my client data private? Absolutely. Client records are scoped to your account with strict multi-tenant isolation. No other user can access your client data.

What currencies are supported? USD, EUR, GBP, CAD, and AUD. The currency is set per client and inherited by new projects.

Start managing your clients today

If you have ever billed the wrong rate, mixed up clients on a report, or spent twenty minutes hunting for a client's tax ID, Teetrack's client management is built for you. Head to teetrack.it, open the Clients page, and create your first client record. Every project from that point forward carries the right client context automatically.