A lean TimeTracker setup for a solo consultant or a team of two or three: what to turn on, what to skip, and when the Free plan stops being enough.
If you are one person, most of TimeTracker is machinery you do not need yet.Set up four things: your rate, your clients, your projects, and a way to bill. Skip everything else until a real problem asks for it.
The example: a solo consultant working with three clients – Bluebird Coffee, Harbor Logistics and Fenwick Legal.
As one person you can switch most of it off and switch it back on later. Nothing is deleted by turning an app off.Keep on: Projects & tasks, Time tracking, Timesheets, Reports, Invoices.Turn off: Work schedules, Time off, Time Clock, Location rules, Resource planner, Expenses, Client portal, Webhooks.You do not need schedules to compare against when there is nobody to compare. You do not need a planner to allocate one person.→ Apps settings · Apps and modules
Keep Budgets on if you quote fixed prices. It is the one Pro feature worth turning on early, because it is the only thing that tells you a fixed price job has gone underwater.
3
Set your own billable rate
Set your default billable rate once at the workspace or person level, and every hour you track picks it up.If clients pay different prices, set the rate on the client instead. A client rate beats the workspace default, and a project rate beats both.→ Set a person rate · Client rates · How rates are chosen
A cost rate for yourself is optional. Some consultants set one at their own notional salary rate so margin means something. Setting a cost rate is a Pro feature. See Cost rates.
4
Create a client for each company you bill
Even if a client only ever has one project, create the client. Invoices attach to clients, not projects, and it takes ten seconds.→ Create a client
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Create one project per engagement
Not one project per client. One per engagement.Bluebird Coffee might be a $40,000 website redesign and a 40 hour monthly retainer. Those are two different deals with two different shapes, and merging them means you can never tell which one pays.→ Create a project · Client projects
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Track time, with or without tasks
You can track time straight against a project. Tasks are optional.Add tasks when you want to know where the hours went inside a job, or when you are quoting from estimates. Skip them for open-ended advisory work.→ How to track time · Using the timer · Add time manually
Only if you want to invoice from tracked time, because an invoice built from time pulls approved entries. If you invoice manually with your own lines, you can skip approvals entirely.
Can I use TimeTracker for free forever?
Yes, up to 3 people, and nothing expires. You can track, submit and record everything. You cannot approve, invoice or export. See Free vs Pro.
What if I bring in a freelancer for one project?
Add them as a Contractor. It is the narrowest staff role – they track time and work tasks but cannot see your client list or build reports. Remember they count as a seat. See Manage contractors.
Do I need tasks at all?
No. Time can be tracked straight against a project. Add tasks when you want to know where the hours went inside a job. See How to track time.
Can I get my data out if I leave?
Yes. An Owner can export the whole workspace in open formats. See Export your data.