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, set up your organization with the right time zone and currency, and use the setup checklist to get a new workspace 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.