Tutorials
Learn Timix.AI, step by step
Hands-on walkthroughs of the flows you’ll actually run — from first-time setup to month-end billing — each with the exact steps and screenshots from the product.
Getting started
First-time setup: your first 15 minutes in Timix.AI
Create your account, check the organization Timix.AI sets up for you with your time zone and currency, and use the setup checklist to get it ready to track billable hours.
Open tutorial →Understanding the hierarchy
The mental model the whole app is built on — how Customer, Project, Task and SubTask nest under your organization, and why every time entry lands at the SubTask level.
Open tutorial →Project structure & billing types
Build the customer → project → task structure your work hangs off, and set the billing type (T&M, Fixed, Overhead) and budget that decide how each project bills.
Open tutorial →Daily use
Logging time
The daily habit: log hours against the work you did using the day or week view or the live timer, then submit the period for approval.
Open tutorial →The approval workflow
The quality gate between logged time and billing: review submitted timesheets in the queue, approve them, or reject with a reason — and keep a full audit trail.
Open tutorial →Budgets & alerts
Set hour and amount caps on projects, configure warning and critical thresholds, and let the Dashboard surface overruns before month-end.
Open tutorial →Month-end & billing
Closing the month: the basics
The routine that freezes a finished period: get time approved, then lock the month so approved hours and totals can't shift under you.
Open tutorial →Closing the month: billing customers
Turn a month of approved hours into invoices: select which entries to bill, relate the invoice to a customer's PO / frame order, preview the draw-down, and generate it.
Open tutorial →Admin & advanced
Roles & permissions
Who can see and do what: the six roles, how financial data stays protected, and how to invite members and assign the right access.
Open tutorial →Work schedules & holidays
Set the right weekly hours and non-working days for each person — so capacity and utilization always reflect reality.
Open tutorial →Custom fields
Define extra fields for any entity — time reports, customers, projects, tasks, sub-tasks — so your team captures the organization-specific data that standard records don't cover.
Open tutorial →Organization branding
Make the workspace feel like yours: set a primary color, upload your logo, and control how your organization name appears.
Open tutorial →Importing your data
Stand up a whole Customer → Project → Task → SubTask structure at once from a CSV — download the template, fill it in, validate, and import.
Open tutorial →Integrations & API
No-code connectors
Connect Timix.AI to the tools you already use — Zapier, Make, and Workato for no-code flows, and signed outbound webhooks that push real-time events to your endpoint.
Open tutorial →Working with the API
Generate an API key, authenticate your requests with it, and call the REST API to read and write your data — with a real endpoint and a copy-paste example.
Open tutorial →The MCP server & AI assistant
Two in-app AI tools plus an MCP server: enable them, connect your own AI assistant with an API key, and control exactly what sensitive data it can see.
Open tutorial →Ready when you are
Ready to try it?
Timix.AI tracks billable hours, budgets, utilization and margin in one place — free for 90 days, no credit card.