Companies vs Contacts
Hustle uses a simple two-level structure for managing your clients:
Companies
The businesses you invoice. Store company name, registered address, and billing information.
Contacts
Individual people at those companies. Store names, job titles, emails, and phone numbers.
You can switch between Companies and Contacts views using the tabs at the top of the Clients page.
Adding a Company
To add a new company to your client list:
- Navigate to Clients Click "Clients" in the sidebar to open the client management area.
- Ensure you're on Companies Make sure the "Companies" tab is selected at the top.
- Click Add Click the "Add" button in the top right corner.
- Enter company details Fill in the company name, address, and any other relevant information.
- Save the company Click "Save" to add the company to your list.
Adding a Contact
To add an individual contact:
- Navigate to Clients Click "Clients" in the sidebar.
- Switch to Contacts Click the "Contacts" tab at the top of the page.
- Click Add Click the "Add" button in the top right corner.
- Enter contact details Fill in their name, job title, email address, and phone number.
- Link to a company (optional) Select which company this contact belongs to from the dropdown.
- Save the contact Click "Save" to add the contact to your list.
Searching and Filtering
As your client list grows, use the search bar to quickly find what you need:
- Type a company name to filter the list
- Search for contacts by name or email
- Results update as you type
Click on any row in the table to view the full details for that company or contact.
Archiving Clients
When you stop working with a client, you can archive them instead of deleting:
- Archived clients are hidden from your main list
- Their invoice history is preserved
- You can view archived clients by toggling the "Archived" switch
- Archived clients can be restored at any time
Why Archive Instead of Delete?
Archiving keeps your invoice history intact for tax and accounting purposes. You can always refer back to past invoices even if you're no longer working with that client.
Client Details
Click on any company or contact to view their full profile, including:
- Contact information - Address, email, phone number
- Invoice history - All invoices sent to this client
- Outstanding balance - Any unpaid amounts
- Notes - Any additional information you've added
From the detail view, you can edit the client's information or create a new invoice for them directly.
Clients on Mobile
The mobile CRM makes managing clients easy on the go:
Switching Views
Use the segment control at the top to switch between Companies and Contacts. Tap either option to switch views instantly.
Browsing Clients
Clients are displayed as cards showing:
- Company/contact initials avatar
- Name and email address
- Number of contacts (for companies)
Tap any client to view their full details.
Searching
Use the search bar at the top to quickly find clients by name or email. Results filter as you type.
Adding New Clients
Tap the central + button in the bottom navigation to access the quick create menu, then choose "New Company" or "New Contact".
Client Details
The mobile detail view shows all client information in a scrollable card layout. You can view linked contacts, see invoice history, and create new invoices directly from this screen.