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Setting Up Your Organization
After signing in for the first time, you need an organization to start tracking time. An organization is your company or team workspace. It holds your customers, services, employees, and time entries.
Creating an Organization
- After signing in, you'll see the Setup page
- Enter your organization name
- Click Create Organization
You'll be set as the Owner with full permissions, and an employee entity will be created for you automatically.
Free trial
Every new organization starts with a 14-day free trial of the Starter plan. You get full access to all Pro features during the trial, no credit card required.
Initial Configuration
After creating your org, we recommend setting up in this order:
1. Add Your Services
Go to Manage → Services and add the services your team bills for (e.g., "Consulting", "Development", "Design"). Each service can have:
- A rate (hourly price)
- A billable flag (billable by default)
- An external ID for QuickBooks mapping
2. Add Your Customers
Go to Manage → Customers and add client companies. If you use QuickBooks, you can import customers directly from there (see QuickBooks Integration).
3. Add Your Team
Go to Manage → Employees to add employee entities for your team members. Then go to Manage → Users to invite them by email.
When an invited user signs in with Google, they'll automatically join your organization.
4. Connect QuickBooks (Optional)
If you use QuickBooks Online, go to Manage → Integrations to connect your account. This enables automatic time entry sync and record imports. See QuickBooks Integration for details.
5. Install the Chrome Extension (Optional)
For AI-powered time entry creation from Gmail, install the Chrome Extension.
Organization Settings
Organization-wide settings are available under Manage → Company Settings:
- Time Entry Locking: Prevent edits to entries before a specific date or older than a set number of days. See Time Entry Locking.