Get up and running in minutes with onboarding guides
What this feature does
Adopting a new tool shouldn't require a computer science degree. Our interactive onboarding guides and personalized setup checklists ensure you and your team can start getting value out of the platform on day one.
A guided onboarding experience that ensures your workspace is configured perfectly before your team logs their first hour.
How to set up your workspace
Create your first project
A project is what time, expenses and invoices hang off, so it is the right first move.
Invite your team
Send invites by email. People can start logging time as soon as they accept.
Track your first hour
Start a timer on real work. One entry is enough to see how the rest of it fits together.
Send your first invoice
Approve that time and turn it into an invoice, which is the whole loop in one go.
What admins and owners see
The checklist tracks itself
Each step marks itself done from what actually happened, not from you ticking a box.
Progress is recorded once
The first time a step is completed is what gets stored, so the record does not shift about.
Hide it when you are done
The checklist can be dismissed once you are set up, and it stays hidden for that workspace.
What your team sees day to day
Nothing to configure
A new member does not have to set anything up. They start a timer and get on with it.
Notices are already on
Every kind of notice starts switched on, so a first approval or mention is not missed.
Popular features
Employee time tracking your team will actually use
One click starts a timer, or people type hours in by hand. Every entry ties to a client, project, and task, so the record stays clean.
Explore Time Tracking→Bill for every hour you earn
Mark each entry billable or non-billable while you work. Approved hours roll straight into reports you can bill from.
Explore Billing→See where the time really goes
Break hours down by client, project, and team member. Find the work that pays off and the projects that run over.
Explore Reports & Dashboards→Expense management software built for client work
Log a cost against the project it belongs to, attach the receipt, and send it for approval. Approved expenses go on the client invoice.
Explore Expenses→Invoicing software that bills from tracked hours
Approved time turns into itemised invoice lines with tax and multiple currencies handled for you. Check it over, then send it.
Explore Invoicing→
Keep projects on track and in budget
Define project phases, set budget caps, and track work progress in real-time. See margins and utilization without building reports manually.
Explore Project Management→Configure custom rates for every agreement
Manage complex billing agreements with ease. Set client rates, assign member role pricing, and handle multi-currency projects with zero confusion.
Explore Rates→Timesheets your team submits on time
Hours build into a timecard as people work. Send the week for approval, lock it once it is signed off, and bill from a number that cannot quietly change.
Explore Timesheets→A worked example
From empty workspace to first invoice
You create a project, invite your team, and track your first hour. Each step ticks itself off the checklist as it happens. Sending the first invoice finishes the list, and once you are set up the checklist can be dismissed for good.
Limits and edge cases
- The checklist marks steps from what happened, so a step cannot be ticked off by hand.
- Dismissing it is remembered in that browser, so it can come back on a different machine.
- Only the first time a step happens is recorded. Doing it again changes nothing.
- Getting started covers the basics. Rates, budgets and policies are set up separately.
Frequently asked questions
- How long does it take to get set up?
- Most agencies have their workspace configured, their first project created, and their team invited within 15 minutes.
- Is there a checklist to follow?
- Yes, we provide an interactive onboarding checklist that guides you through the essential setup steps.
- Can you help me migrate my data?
- Absolutely. We offer automated import tools for most platforms, and our support team is available to assist with custom CSV migrations.
- Do you offer training for my team?
- Yes, we provide extensive video tutorials, written guides, and weekly live training webinars specifically designed for new users.
- Can I book a personalized demo?
- Yes, our product experts are happy to jump on a call, walk you through the platform, and answer any specific questions you have.
- Is there a sandbox environment?
- Your new account comes pre-loaded with a sandbox project containing sample data so you can test features without messing up your real records.
- How do I configure my billing rates?
- The onboarding guide walks you through setting up your default workspace rates, as well as specific rates for roles and individuals.
- What if I get stuck during setup?
- Our support team is available via live chat to answer questions and help you troubleshoot any issues during your onboarding.
- Do you have best practice guides?
- Yes, our resource center is full of guides on how to structure your projects, manage approvals, and optimize your workflows.
- Is onboarding support free?
- Yes, all onboarding resources, including live chat support and webinars, are completely free for all users.
Start tracking time today
Set up TimeTracker in minutes and put getting started to work. Track hours by client, project, and task, and bill for every hour your team works.
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