Here is a quick overview of the different features and functions in Taimer.

Learn how to:

  • Navigate through the software
  • Use the navigation sidebar
  • Access the Taimer settings

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: All (Access to some features may be limited. Please check your permissions and plans for feature availability)

Your Taimer account

Once you sign in to Taimer, you will be directed to your Taimer account. This is where the magic happens!

The Taimer platform consists of the main page, the navigation sidebar, the header, and the Taimer settings.

The navigation sidebar

You can access all the features available for your plan from the sidebar.

Here you can find the Taimer Dashboard, BI-reporting, Contacts, Sales, Projects, Financials and Integrations.  

Click on a feature to see the sub-features that are grouped under it.  Features that are not available can be easily purchased as an add-on by clicking on the lock icon and following the instructions given. 

All features are discussed at length in the feature specific pages.

The header

The header consists of multiple functions. These are- Add New, Support, Reports, Notifications, Stopwatch, Taimer Chat and your Profile.

Add new
You can add a lead, activity, expense, travel expense, account, and an invoice from the Add New tab. This can also be done from the feature page of each individual feature.

If you need assistance with navigating through your account, visit our Knowledgebase or watch the video tutorials available in the Support section. You can even chat with us directly from here. Visit our support page to learn more. 

To view and export company or project-related reports, click on the Reports tab.

Knowledge Base

Search articles straight from chatbot and also visit our knowledge base for answers to your questions.

Chat with us

If you need help and want to chat with our customer success team simply click on the support tab in the header and chat with us by starting a New conversation.

Taimer settings

You can access your profile and the Taimer settings by clicking on the rightmost icon.

Before you get started with your Taimer account, we recommend that you update your profile. Click here to learn more about updating your profile and other details. 

Invite Users
If you would like to invite new users and set up permissions, you can do so by visiting the Invite user page. Click here to learn more about user management. 

You can access the Taimer settings from here. You can update your company details, access licenses, enable feature settings, upgrade your plan and access all the available integrations from the Taimer settings.  To learn more about how to use the Taimer settings, checkout the Taimer Knowledgebase. 

Share the love

Share the love by referring Taimer to a friend or a colleague. You can get some amazing discounts or even win a cash prize for every subscriber that you refer. Click on Tell a Friend to learn more about our referral program. 

Other related articles:

Account and project hierarchy in Taimer

How to contact support

How to update billing and subscription

Taimer onboarding packages

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