Help center

Timvo guide

Step-by-step instructions for freelancers and agencies. Bookmark this page — it covers every major feature.

Sign in to run the interactive setup tour inside the app.

Agency workspace overview

How Team mode differs from solo freelancer mode.

  1. Org dashboard is home for agency-owned clients and internal reporting.
  2. Staff roles: Owner, Admin, Manager, Viewer — set in Settings → Team.
  3. Contractors are external; they keep a solo Timvo account linked to you.
  4. Dual-role users can switch between /org and solo / via the banner link.
Go to Org dashboard

Org clients & projects

Centralize client work under your organization.

  1. Create clients under the org — not tied to one person’s solo account.
  2. Add projects with rates; org staff log time against team clients.
  3. Services catalog keeps billing codes consistent across projects.
  4. Share selected work to end clients via portal when appropriate.
Go to Org clients

Staff time tracking

Employees and managers on payroll.

  1. Invite team members with admin/manager/viewer roles.
  2. Staff use the sidebar timer with Team clients filtered first.
  3. Org Logs show all staff entries on org projects.
  4. Managers review utilization in Org Reports.
Go to Org logs

Contractors & invites

Bring freelancers onto specific projects.

  1. Org → Contractors → invite by email.
  2. Assign projects; contractor sees them as Org · Client in their timer.
  3. Contractors submit timesheets; you approve in Timesheets.
  4. Map contractor project names to org projects for clean reporting.
Go to Contractors

Timesheets & approvals

Weekly submit → review → approved org time.

  1. Contractors submit a week from their solo dashboard.
  2. Managers open Timesheets, approve or request changes.
  3. Approved entries count as org billable time in logs and reports.
Go to Timesheets

Assignments board

See who is staffed on which engagement.

  1. Assignments link contractors and staff to active projects.
  2. Useful for capacity planning and handoffs.
  3. Update when projects start, pause, or complete.
Go to Assignments

Org reports

Agency-wide visibility.

  1. Track billable vs non-billable across the org.
  2. Compare projects and clients for margin decisions.
  3. Export insights for finance and account management.
Go to Org reports

Org settings

Profile, team, and preferences.

  1. Org profile: name, branding used in contractor-facing emails.
  2. Team: invite, change roles, remove members.
  3. Personal prefs: timezone and locale for each staff user.
Go to Org settings

FAQ

How many seats are included on Team?
Team includes 3 seats (owner + 2). Add extra seats on the pricing page when billing launches.
Can contractors see our other clients?
No — contractors only see projects explicitly assigned to them.
Do contractors need their own Timvo account?
Yes. They sign up (or sign in) and accept your invite; work syncs via project shares and timesheets.

Need more help? Email support@timvo.work