Story 1: Service turns into revenue
After service capture, data can move into monthly billing, customer approval and final invoicing.
Everything important for each role from first entry to approval, invoice and payment.
This guide explains the key user stories in practical order and clarifies role permissions.
Roll out Timefolio without detours.
Lean navigation, clear ownership.
| Role | Focus | Can do | No access |
|---|---|---|---|
| System | Platform governance | All modules including status, logs, docs and translations | - |
| Manager | Operational leadership | Customers, users, imports, reporting, team process | No System-only log/status/docs/translations |
| User | Daily service work | Capture services, work with projects, optional billing by flag | No user/customer administration |
| Guest | Transparent visibility | Read-only scope and process status visibility | No mutating business actions |
Examples from real operations.
After service capture, data can move into monthly billing, customer approval and final invoicing.
Existing spreadsheet data can be imported so teams do not restart from scratch.
Customers get transparent service context and approve or reject with reason.
Dashboards, reports and AI-based navigation expose approval speed, open billing, invoice status and process risk.
Users can open a sortable monthly overview in the profile, inspect every included service and download a PDF for their own records.
A user types "New entry Example Ltd. today 8–11 certificate" and gets a confirmed entry instantly. The same pattern works on the dashboard and billing screens for navigation, month filters and open-invoice views.
Import safely instead of rebuilding data manually.
Most frequent questions answered quickly.
They stay documented and protected against accidental edits.
Yes. Role scope and permissions are built for parallel team operation.
Approval runs through a unique token link with clear status handling.
Yes. In the profile, System, Manager and User can open a monthly overview of their own services, inspect the included entries and download a PDF per month.
Status changes and core actions remain traceable throughout the process.
Yes. Content can be maintained in your translation workflow.
Logged-in users can use the Feedback form in the footer to send a message directly to the team.
Timefolio is web software for service tracking, customer approval, billing and reporting.
It is built for international service teams, agencies, consultancies and SMEs that invoice customer work and need one clean workflow from service entry to payment.
Yes. Timefolio is built in Switzerland, follows Swiss quality expectations and supports Swiss QR invoicing for CH customers while still working for international billing scenarios.
Yes. Customers can approve or reject through a secure approval link with PDF context.
Yes. It centralizes capture, approval and billing that many teams otherwise manage in spreadsheets.
Yes. Monthly billing, invoice text, invoice PDF, online invoice link, payment tracking and payment-method-specific flows are part of the core workflow.
Yes. The interface is optimized for desktop and mobile usage.
Yes. Existing xlsx data can be imported for a faster rollout.
Yes. The AI command bar supports entry capture, dashboard navigation and billing filters. Natural-language prompts create entries, open the right list or prefill the next billing step without dropdown-heavy navigation.
Yes. System, Manager, User and Guest each have a clearly defined scope.
Yes. Manager access can be limited to the users and customers inside their scope.
Yes. Users can sign in without password through a one-time code flow.
Yes. Accounts can work with one-time-code login until a password is set.
Yes. Services can be linked to customers, projects and tasks.
Yes. Dashboards and reports make revenue, approval status and process quality visible.
Start directly in the product or align your team with the flow.