> ## Documentation Index
> Fetch the complete documentation index at: https://docs.timetracker.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Guides

> Step by step workflows that connect clients, projects, time, approvals, budgets and invoices into one routine your team can run every week.

Feature pages tell you what a button does. Guides tell you how to run your business.

Each guide is a numbered journey. It names the person who does each step, gives the order, and links to the feature page that explains the detail.

<Note>
  New to TimeTracker? Start with the [quickstart](/getting-started/quickstart). It gets you to your first tracked hour in about ten minutes. Come back here when you are ready to run a full client job.
</Note>

## Start here

<CardGroup cols={2}>
  <Card title="Track work for a client" icon="route" href="/guides/track-work-for-a-client">
    The whole chain, end to end. Client, project, budget, tasks, time, approval, invoice, payment.
  </Card>

  <Card title="Set up a new workspace" icon="rocket" href="/guides/set-up-a-new-workspace">
    The order to do things in on day one so you do not have to redo them later.
  </Card>

  <Card title="Switch from another tool" icon="arrow-right-arrow-left" href="/guides/switch-from-another-tool">
    Pick a cutover date, decide what history to carry, and move without losing a week.
  </Card>

  <Card title="Import clients and projects" icon="folder-plus" href="/guides/import-clients-and-projects">
    What you can and cannot bring in, and the fastest manual path.
  </Card>
</CardGroup>

## Your weekly and monthly rhythm

<CardGroup cols={2}>
  <Card title="Weekly timesheet routine" icon="calendar-check" href="/guides/weekly-timesheet-routine">
    Fill on Friday, approve on Monday. The habit that keeps your data clean.
  </Card>

  <Card title="Month-end close" icon="calendar-days" href="/guides/month-end-close">
    Chase missing time, approve it all, close the period, invoice, reconcile.
  </Card>

  <Card title="Monitor project profitability" icon="chart-line" href="/guides/monitor-project-profitability">
    The fifteen minute weekly check that catches a project going under.
  </Card>
</CardGroup>

## Getting paid

<CardGroup cols={2}>
  <Card title="Quote to invoice" icon="file-invoice-dollar" href="/guides/quote-to-invoice">
    Turn task estimates into a quote, then turn approved time into a bill.
  </Card>

  <Card title="Run a monthly retainer" icon="repeat" href="/guides/run-a-monthly-retainer">
    A budget that resets every month, and what to do when a month runs over.
  </Card>

  <Card title="Export hours for payroll" icon="file-export" href="/guides/export-hours-for-payroll">
    Build the report your payroll provider actually wants, then send it monthly.
  </Card>
</CardGroup>

## Set up for your business

<CardGroup cols={3}>
  <Card title="Agency" icon="building" href="/guides/setup-for-an-agency">
    Many clients, a delivery lead and a finance lead, and a client portal.
  </Card>

  <Card title="Consultant" icon="user" href="/guides/setup-for-a-consultant">
    One or two people. Skip what you do not need. Start free.
  </Card>

  <Card title="Remote team" icon="globe" href="/guides/setup-for-a-remote-team">
    Timezones, schedules and approvals that work without a shared office.
  </Card>
</CardGroup>

## People operations

<CardGroup cols={3}>
  <Card title="Onboard a new employee" icon="user-plus" href="/guides/onboard-a-new-employee">
    Invite, role, group, schedule, rates and first project in one sitting.
  </Card>

  <Card title="Offboard an employee" icon="user-minus" href="/guides/offboard-an-employee">
    The checklist that closes every door and strands nothing.
  </Card>

  <Card title="Manage contractors" icon="handshake" href="/guides/manage-contractors">
    When to use the Contractor role instead of Member, and how the margin works.
  </Card>
</CardGroup>

## How to read a guide

Every guide follows the same shape.

| Part                      | What it gives you                                                 |
| ------------------------- | ----------------------------------------------------------------- |
| Plan and app requirements | What has to be switched on or paid for before the workflow works. |
| Who does what             | The role that performs each step.                                 |
| Numbered steps            | The order, with a link to the full instructions for each one.     |
| A worked example          | Real numbers from Northwind Studio, our example agency.           |

The examples all use the same cast, so numbers carry from one guide to the next.

| Person        | Role            | What they do here                      |
| ------------- | --------------- | -------------------------------------- |
| Maya Ellis    | Owner           | Sets the workspace up.                 |
| Tom Whitfield | Admin           | Runs day to day operations.            |
| Priya Raman   | Project Manager | Owns delivery and approves timesheets. |
| Daniel Okafor | Finance         | Sends invoices and records payments.   |
| Sarah Lin     | Member          | Senior designer. Tracks time.          |
| Jonas Bergman | Member          | Developer.                             |
| Ana Ferreira  | Contractor      | Freelance copywriter.                  |
| Ruth Castillo | Client          | Portal contact at Bluebird Coffee.     |

## Related guides

<CardGroup cols={2}>
  <Card title="Quickstart" icon="bolt" href="/getting-started/quickstart">
    The ten minute version.
  </Card>

  <Card title="How TimeTracker works" icon="diagram-project" href="/concepts/how-timetracker-works">
    The model behind every guide on this page.
  </Card>

  <Card title="Roles and capabilities" icon="shield-halved" href="/concepts/roles-and-capabilities">
    Who is allowed to do each step.
  </Card>

  <Card title="Free vs Pro" icon="tags" href="/billing/free-vs-pro">
    What each plan includes.
  </Card>
</CardGroup>
