Jobs, Quotes, Invoices, Expenses

Here you will find what you need to know about Jobs and Quoting.

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26 articles in this collection
Written by Michael O'Riley, Ryan Clement, and Nate Mateu and 3 others
Creating and Planning Jobs

Creating a Job!

Want to know how to create and plan a job in Streamtime? Look no further
Written by Ryan Clement
Updated over a week ago

How do job numbers work in Streamtime?

Assign a job number to a job in Streamtime, or don't. It's up to you.
Written by Nate Mateu
Updated over a week ago

Item Stages

Is something not showing up on the team schedule or in your To Do screen? You might not have the right stage set against the item.
Written by Danielle Wilson
Updated over a week ago

Create template jobs

Create templates and duplicate them to save time. Use job duplication for repeat jobs and retainers.
Written by Danielle Wilson
Updated over a week ago

Duplicating Jobs

Duplicating from a master job is a great way to create job templates.
Written by Patrick Morgan
Updated over a week ago

Scheduling & Team Capacity

Easily track your team’s tasks in one clear view, and rearrange them on the fly.
Written by Ryan Clement
Updated over a week ago

To Do Schedule

Let's take you through just how the To Do Schedule works
Written by Ryan Clement
Updated over a week ago

Personalising your Jobs List

Setting up your WIP job list exactly how you want
Written by Ryan Clement
Updated over a week ago

How do I create a retainer?

Create, manage, and track progress against retainers in Streamtime.
Written by Patrick Morgan
Updated over a week ago

How do I set a milestone on a job?

Create milestones on jobs to mark important stages, events and deadlines.
Written by Patrick Morgan
Updated over a week ago

Completing and Archiving Jobs

What to do when a job is completed. How to archive your jobs to refine your Active jobs (WIP) list through job statuses
Written by Danielle Wilson
Updated over a week ago

Can I track my team's holidays in Streamtime?

Use Streamtime to keep track of your team members' sick days, annual leave, and any other time off.
Written by Patrick Morgan
Updated over a week ago