Getting Started with PraxisMS

What is PraxisMS?

PraxisMS is a time tracking and team management platform designed for businesses of all sizes. Whether you're a freelancer tracking billable hours or a company managing dozens of employees, PraxisMS provides the tools you need to:

• Track time accurately with real-time timers or manual entries
• Generate reports for payroll, job costing, and productivity
• Manage your team with flexible permission levels
• Organize work with optional Job Costing and Task Manager modules

Creating Your Account

Joining an Existing Company

If your employer uses PraxisMS, they'll send you an invitation email. Here's what to do:

1. Check your email for an invitation from PraxisMS
2. Click the Accept Invitation link in the email
3. Create a password for your account
4. Complete your profile information
5. You're ready to start tracking time!

Creating a New Company

Starting fresh? You can create your own company account:

1. Visit praxisms.ca/register
2. Enter your company name and your contact information
3. Choose a password (minimum 8 characters recommended)
4. Verify your email address
5. You'll be the Billing Administrator with full access

Your First Login

When you log in for the first time, here's what you'll see:

praxisms.ca/dashboard

Complete Your Profile

Before diving in, take a moment to set up your profile:

1. Click your name in the top-right corner
2. Select My Profile
3. Add a profile picture (optional but recommended)
4. Verify your name and email are correct
5. Set your timezone if different from your company's default

Understanding the Dashboard

The dashboard is your home base in PraxisMS. Here's what each section does:

praxisms.ca/dashboard

Dashboard Widgets

Navigation Sidebar

The left sidebar provides access to all PraxisMS features:

• Dashboard - Your home view
• Time Card - View and edit your time entries
• Reports - Generate various reports (admin only)
• Jobs - Manage jobs/projects (if enabled)
• Tasks - Task lists and assignments (if enabled)
• Team - Manage users (admin only)
• Settings - Company configuration (admin only)

Starting Your First Timer

PraxisMS makes time tracking simple. Here's how to start:

Using the Timer Sidebar

The timer sidebar appears on the right side of your screen:

1. Click the Start Timer button (or the play icon)
2. Select a Quick Task category (e.g., "General Work", "Meeting", "Admin")
3. Optionally select a Job if Job Costing is enabled
4. The timer starts counting automatically
5. When you're done, click Stop

Adding Notes

You can add notes to your time entries to describe what you worked on:

1. While the timer is running, click the Notes field
2. Type a brief description of your work
3. Notes are saved automatically

Notes are helpful for job costing reports and keeping track of what you accomplished.

Switching Companies

Some users belong to multiple companies in PraxisMS. If you do, here's how to switch:

1. Click your name in the top-right corner
2. Look for the Switch Company option
3. Select the company you want to switch to
4. You'll be redirected to that company's dashboard