Getting started
From account to your first hour logged
In the order that saves you the most backtracking. With the account, a client and a project you can already track time; the rest comes when you need it.
Set up the company
- 01
Create your company account
It doesn’t ask for a card. It’s five screens, with a verification email after the first one. Whoever creates the company joins as Admin. Think about the name: it has to be unique in Wolovy and can’t be changed afterwards.
More detailCreate your company account
- 02
Get the basics set up
An Admin checks the company’s country (it decides the time zone), the modules you’ll use and, if you’ll notify clients by email, the mail server.
More detailWhat to set up first
- 03
Invite your team
Each person joins with their email and a role: Admin, Project Manager or Worker. They get a link to create their password, valid for 24 hours.
More detailInvite your teamWhat each role can do
- 04
Set the hourly rate and costOptional
To see profitability, each person needs a rate/h and a cost/h. Only Admins see and change them.
More detailSet each person’s hourly rate and cost
Start working
- 05
Create your first client
One by one, with the + button, or import the whole list by CSV. Only clients are imported.
More detailCreate a clientImport clients from a CSV
- 06
Create your first project
Pick the client and name the project. The code appears by itself, with the year and a number. If you want a cap, enter the hour limit.
More detailCreate a projectSet an hour limit
- 07
Log your first hour
Press play on the project card, on a task or on a calendar entry. Only one timer runs per person.
More detailTrack time with the timer
- 08
Hand out the tasksOptional
In Project Management you create the task project, pick the associated project, which is where the hours count, and sort the tasks by status.
More detailCreate a project in Project ManagementTasks, statuses and priorities
Show the result
- 09
See which project makes money
With hours logged and rates set, each project shows up with its traffic light. Admins see it, and in Wolovy’s menu it’s called Economic Health.
More detailA project’s budget, cost and final priceHow the traffic light works
- 10
Open a client’s portalOptional
An Admin turns on the Client Portal module, which comes switched off. Then you create the portal, publish a report and send the link. The client doesn’t need an account.
More detailCreate a client’s portalPublish a reportThe portal’s private link
And then
What usually comes next, in the Help centre.