🕰️ Est. Time: 15 minutes

🎯 Goal: Understand all the key parts of the job page (beta)

🔑 Requirements: Admin and finance permissions

Welcome to the new Job Page. It’s built and designed with your business in mind—helping you plan and price your projects, stay on top of key job information, and make smarter decisions for your team and business 💙

If you’re new to Streamtime, this is a great way to start learning more about the Job Page and its features. After all, the Job Page is your personal control centre, offering real-time insights into how your projects are tracking! If you’ve been with us for a while, we encourage you to switch to the new Job Page (Beta) and get familiar with its benefits. We’ll be moving everyone over to the new version soon—so the earlier you jump on board, the better 🌅

Don't have time? Watch our 3-min update video highlighting new features here 👇

As we’re still fine-tuning this feature, feel free to share your feedback by emailing help@streamtime.net or using the chat bubble within the app.

Let’s break down the Job Page into bite-sized, easy-to-digest sections—each serving up exactly what you need, when you need it.

The Key Info section gives you everything you need to know about the job so far. You'll see key figures like your Budget, Total Used Sell / Planned values, and Profit Margin calculations on the left-hand side for a quick snapshot of performance.

Additional details in this section are based on what you've entered in the job's Settings area.

The Settings area lives within the Job Page and can be accessed by clicking on the job name or the Settings icon near the Create Button. As you add information such as the Contact Name, Purchase Order Number, or the Group the job is linked to, this data will appear in the Key Info section. Learn more about Groups here.

Progress bars give you visibility into the key components of the job: time, expenses, quotes, and invoices. Here's how they work:

Time (H) How much time is logged vs how much is planned across the job as a whole. The tooltip gives you a breakdown of this per team member.

Time ($) We also show your time progress in financial terms. If you’re pricing per hour at the same rate, your hours and financial view of time could be the same. However, if you use different pricing methods, or team members log time at different sell rates — for example, you’ve got a senior and a junior working on the same item — then you might eat into your planned time sell figure at a different rate than your planned hours.

Scheduled When you plan time, you’ll see how much of your job still needs to be put into the Schedule. Plans shift, so planning time in Streamtime doesn’t automatically create To Dos. Knowing how much is left to schedule of your job is key to knowing how far through you are, and similarly, knowing if you’ve scheduled more hours than you planned for. This section will also show you any hours that have been assigned to a role but not a person.

Expenses are third party costs on the job. Expense statuses help denote what’s used vs planned from an expenses point of view. Draft expenses represent a plan for what is to be spent, anything approved or paid is classed as used. This bar shows how much of your planned expenses are used.

Quotes After you plan, you’ll send quotes out to your clients. This bar tracks how much has been approved from what’s sent, and how much still pending client approval. As your quotes are approved, they’ll add to your job budget.

Invoiced You want to make sure you’re getting paid fairly and on time for your work, so keeping track of your invoices on a project is really important. This bar shows what’s paid, awaiting payment, and in draft.

Think of Pulse Check as your built-in Streamtime advisor. It highlights areas of concern based on how the job has been set up and managed and gives quick-action tips to improve your workflow and profitability.

Here’s what you might see in Pulse Check:

If you’ve used Streamtime before, you’ll notice that the Job Burnup chart has levelled up. Here's what's new:

The cumulative chart displays job’s performance against its plan. In the Used/Planned (H) view:

If the blue surpasses the grey, you’re over budget on time. Switch between Hours, Sell ($), or Cost ($) views as needed.

The non-cumulative chart option shows historical and future breakdowns:

The chart’s grouping adapts based on the job length - data can be viewed by week, month, quarter, or year.

The Dates panel highlights key moments in your job’s timeline: job creation, item start/end dates, milestone deadlines, and invoice issue dates and their statuses. Click on any listed item to jump to its location—whether it’s an item, milestone, or invoice.

Next to Dates, you'll find the Activity panel. Here, all key actions on the job are logged. You can also collaborate directly within Streamtime—comment, post updates or add briefs and notes for your team.

To manage your Repeating To Dos, click the icon at the top-right of the panel.

Read more about Repeating To Dos.

Everything in Streamtime begins with the Job Plan. Getting the Job Plan right is crucial to success, as it’s connected to every part of the platform. It serves as a central source of truth, keeping the wider team aligned and informed, with access levels tailored to their roles. From project managers to finance teams, it supports all key stakeholders in managing jobs effectively.

The key elements of the job plan are:

Phases are broader segments of your project deliverables, allowing you to organise related items and expenses under for better clarity. At a glance, phases display helpful summary data such as Used vs. Planned Time (H and $) and Current vs. Planned Profit Margin (%), based on the items and expenses within that phase.

Items represent your project’s deliverables, key actions, or even simple milestones. For example, an item might be “Graphic Design” or “Social Media Setup.” They reflect the core services you provide and help you track time and costs associated with each. Think of them as the line items that will eventually appear on your invoices.

Streamtime offers multiple ways to price items—per item, per person, or at a fixed price. Each method suits different project needs, and many of our users mix and match depending on the project. Learn more about item pricing here.

Each item on a job can include details such as start and end dates, assigned team members, Used/Planned (H), item rate, Used/Planned ($), and item status (In Play, Paused, or Completed). Learn more about job statuses here.

For easier project management, items can also be grouped into Phases.

Expenses cover any third-party costs associated with a project. This could include freelancers, external suppliers, license fees, or even travel costs like taxis. Essentially, these are any out-of-pocket expenses that go beyond your internal team’s time. Learn more about tracking third-party costs here.

In Streamtime, there are two types of third-party costs: Expenses and Purchase Orders, both of which can be created directly from the job plan. You can also quickly edit an expense without needing to open the full modal.
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By default, all expenses are grouped under their own "Expenses" phase in the job plan—but you can easily drag them into another phase, just like with items.