CC people on invoices/quotes without saving them as contacts for the company- This task also included significant updates to the 'flow' of the modal to make it quicker for people to enter a list of new/existing contacts without having to click around through all the fields

Labels on Quotes, Expenses and Companies

Alt drag blocks from the ToDo schedule

Improved onboarding for the Schedule - persistent image appears when you have only 1 user in your organisation

Completed ToDos now take away from availability (eg at the end of a day, you don't have 8hrs available again)

'Save And Plan' now the primary action when creating a job

Painted vs Estimated hours in schedule now updated in real time as you paint/edit a block

Better notices for when actions will charge users (create user modal + creating/waking up user from job item)

Users are no longer 'awakened' if they are hibernated and you put their job item into play

Hide billable rate from users who don't have access to any financials (ie cost rates, jobs and dashboard)

When changing tabs/navigating to the jobs lists, doesn't show old data before triggering search

Fixed bug where cost rate wasn't getting populated on an expense for a master item

Fixed being able to search for quotes, expenses and invoices via the job's label

Profit columns now go red when they are in negative

'Invoice This Month' default segment updated to have correct filters applied

Huge schedule release including ToDo schedule - see Video

Removed the separation of schedule from ToDos that people create - anything that is on someone's ToDo page will appear on the schedule and vice-versaHibernating users - We are now able to hibernate users which will stop charging for them, then bring them back to active at any time and resume charging. Gives more flexibility for temporary users/freelancers etc

Improved company/contact import process. Better feedback to users as to what issues are occurring and better visibility of template file

Moved the 'Team Schedule' out of its own tab and into the 'group by' list of the 'Jobs Schedule'

The "Quick Search" on the jobs list now removes whatever segment/filters you have active to search all records rather than filtering what you have visible

We now allow blank line items on invoices and quotes rather than forcing $0Cleanup of the user management page to add 'Hibernated Users' and make it clear what is free, what is paid for, etc

We can now grant access to the 'ToDo User Toggle' for standard customers. This might be a selling point to charge a standard customer $<x> extra per user for switching ToDos without paying the full premium price.

Cleanup of master item list to fix terminology around 'cost' and 'sell' rates

Now support apostrophes in email addresses

Fixed an issue deleting a job with large amount of items, time, etc logged on it

Fixed an issue with the job side menu not calculating correctly when deleting users from an item

Creating an invoice from a quote will now copy over the tax applied

Disabled the send button when sending a quote/invoice if you are in the process of adding a new recipient

Fixed up onboarding to remove references to features we no longer support + add in QuickBooks integration

Export format for company/contact now matches the import format

3 dots always visible in margin down right side of list views allowing user to archive & delete

Job / Item selector drop down in ToDo screen is now larger, allowing more jobs to be visible when clicking 'add new' and 'Find a job' in ToDo screen.

Subscriber now has the ability to change URL of their Streamtime app'Team Member' filter in list views now shows deleted users to find jobs/time entered by old staff.

ToDo card now supports same time entry as job items (1h 30m, 1:15, 0.5 etc)Quote/invoice can now be marked as sent without having to email them from Streamtime. 'Mark as sent' in 3 dot menu

Invoicing unbilled time workflow (Create Invoice > select 'use time & expenses') which will take the user to the used/planned section of the job where they can filter and invoice. Allows 'unbilled time' to be invoiced.

Now possible to edit time in time list and used/planned modal

The new columns in the list views (profit etc) are now present in the export

Favourites menu - the selected favourite will now be displayed in blue textIn list views, the text highlighting the segment being viewed no longer cropped. Export buttons in list views have been moved to the footer

Character limit of quote description has been increased to match what Xero accepts (3000 characters)

Quotes/invoices linked to archived jobs will now display the 'restore' message in header to make it clearer the related job is archived

Changing password now requires current password to entered first

Searching quote and invoice list views now includes searching job numberPlaceholders have been added to the job item view to show the item rate if it's blank (add rate) and the description (add description) to make it clearer when the job item is using the item rate but it is blank.

If a Pro Rata invoice is less than the Buyline minimum transaction amount then auto VOID the invoice instantly.

Re-ordering and saving of column in saved segment

Ability to export companies and people to make it clearerBug

iPad scrolling issue resolved (todo sidepanel)

Date click in schedule jumps to team view

Adding expense line items directly to a quote is not pulling through the description or sell $$

Navigating from Quote to Job and click Job took you to Quote with Job Id error

Used totals on jobs were incorrect in some cases - weren't including job items using item rate (when the rate field was blank)

Total Profit summary at bottom of column was incorrect

Quote introduction formatting issues

Major updates to the list screens:

New side bar design with "Favourites" instead of segments

Ability to order favourites so you can put most important at the top

New columns available (including profit) for all tabs

New design for adding filters

Added refresh button for QuickBooks/Xero to update payment details

Setting and Moving start/end dates for a job as well as a specific job item

Lazy Loading the ToDo sidebar to give major performance improvements

Schedule no longer 'blocks' user from painting/modifying while the previous modification is saving

Schedule will now show start/due dates for an item that are off the edge of the screen

Can now "Jump to Job" from the invoices and quotes lists

Speed improvements to Schedule

If you don't enter a 'Cost Rate' for an expense, it will default to the 'Sell Rate' so that there is $0 profit for the expense

Moved the Company, Contact and 'team on job' into the overview on the right

By default, the ToDo screen will HIDE the side panel

Can no longer turn off all columns in the jobs list screens

Fixed issue with moving time between items from a job

Fixed issue with multiple ToDos getting created if you create and modify a ToDo very quickly

Fixed issue with sorting jobs by their creation date

User without permissions to schedule screen no longer sees the 'upsell' screen

Removed all "notification" code to speed up certain areas of the app

"Styles" on Quotes and Invoices - added a "To the point" style for ants

Ability to set terms & conditions, tax codes and payment terms (invoice only) for all quotes/invoices.

Cost by Value - you can now set the total price for an item without setting hours and rate. Once you have set the hours and the total price, the rate will be calculated automatically.

Job Labels - quickly add a label to a job from either the job's right hand bar or directly from the jobs list

Export from all job lists (jobs, quotes, invoices, time & expenses)

We now track the payments and paid status for external invoices. Any time we fetch the details from xero/QuickBooks (either via the black '?' or the new refresh button, we will store the payment details.

Overall discount on quotes & invoices

New columns in the job list - see the team on the job as well as the labels

New permissions are in the profile page with descriptions of what they will doWe now remember whether you prefer the card/list view in the job page when navigating there

Updated position of columns in jobs/quotes/invoices list to make job name more prevalent

When editing an expense, if you have filled in some of the "more options" information we will open it by default when you open the expense

Issue resolved where active job items existed on job with a 'complete' status

Fixed issue in safari for not being able to download the quote until it has been sent

Filtering for budget in jobs list now takes into account approved quotesModals not appearing for copy to/connect to QuickBooks/Xero on invoice pageInvoices are now read only once the job has been archived

Fixed issue with customers receiving invoices/quotes with line items still in edit mode

Fixed an issue with currency/country dropdown not displaying the actual saved value (looks like it reverts every time you re-login)

Editing an expense from the expense list under a job now updates the list once you have saved changes

Deleting a user temporarily breaks the job page when they are assigned to an item (frontend bug only)

Hide error message about payment exceeding balance before we have fetched the outstanding balance from Xero/QuickBooks

ToDos are now limited to 24 hours maximum (8 hours for Zapier)

Fixed bug with time view where you couldnt expand/collapse rows properlyStreamtime (Ben) invoices wording change

 Massive speed boost to jobs/quotes/invoices/expenses lists by introducing lazy loading (we load 30 rows at a time)

Massive speed boost to the schedule for people with lots of jobs

Responsive sweep for ipad and mobile devices (Our app is now limited to 1024px on mobile and will let you pinch to zoom)

Can now turn off the line item totals on/off for a quote and only show the full total

Schedule loads data when moving dates more user friendly

Action menu on quotes and invoices from the list screen (can delete)

Deleting a job now deletes/voids related quotes and invoices

Expenses list is now the same style as the Jobs/Quotes/Invoices list

Job cards view (recent, due soon, etc) is now its own tab rather than being hidden in the jobs list

Optimised loading of app on first load, should make every entry to the app faster

Better loading state for schedule instead of just spinner

Adding character limits to fields in invoice to stop people typing more than what is stored

Modals that are bigger than the screen will allow you to scroll to see the bottom  

QuickBooks Integration

Visible paused items are now included in availability calculations in the schedule

Fixed issue with team member dropdown not showing correct users

Fixed issue with company filter in jobs list

Editing item on a Job Item clears the description

Adding a logo to a quote has been fixed

Fixed issue with expense calculator (markup%)

Fixed issue with quote terms formatting when pasting

User can't change the job/item of a ToDo if it has come from the schedule

Fixing rounding on schedule for <1hour blocks snapping back to 1 hour 

Purchase Orders! Track references, supplier details and markup % on expenses

Schedule is now synchronised with ToDo screen

Any scheduled block will create ToDos across the days that the block spans

Blocks spanning non working days will create ToDos on those days

Availability  is now based on ToDos rather than blocks.

If the user has unscheduled items or moves the scheduler's items around, this will be reflected in the Availability

If the scheduler modifies the block in any way, the ToDo will be reverted back to what the scheduler has said

Scheduler can now add notes to blocks for the user in their ToDo screen that is separate to the user's notes.

If the user doesn't add notes to the ToDo, we will use the scheduler's notes for invoicing/reporting

Filter down for jobs, users, items and companies on the schedule

More performance improvements to the schedule

Hide and re-order team members on the schedule

Blocks can no longer be dragged outside the visible schedule

Availability and Availability only include scheduled items (not paused items)

Availability no longer shows in the past

Schedule now displays hours/day for the blocks, as well as the availability showing hours/day available.

We also display a new colour (light grey) for when the user has nothing scheduled for the day

ToDo sidebar no longer shows schedule information (as the ToDo's are already created)

Minor issue where availability would show multiple separate "Full" blocks adjacent to each other instead of joining them

Fixed issue with availability intermittently not appearing

Improved flow of adding users to an item to show all paused users

Improved speed of job lists when lost of 'summable' columns are visible

Fixed issue in safari where jumping from the Jobs List had a small clickable area (thanks safari...)

created to make it easier for users to find/see quotes & invoices. Each list has it’s own filters available and default segments

User Stories it solves:- As an Account Manager I want to see all my quotes so nothing falls through the cracks
- As a Studio Manager I need to see the pipeline of work coming so we can brace for impact- As an Account Manager I want to see how much I have billed my clients to know my value to the company.
- As an Accountant or Business Owner I want to know which jobs need billing to stay on top of cash flow. (most likely hot fixed after release)
- analytics was moved into this area as time and materials so we weren’t left with two area’s performing very similar functions

technical change to how we handle the lists - so they are faster

hid notifications in todos - not being used and they are slow. if nobody notices, they may not return.

stop loading completed tab in ToDos (maybe after release)

new toggle in schedule to hide jobs in planning

List views will NOT load every time you navigate to them. New message ‘Last updated’ and allows refreshed.

When will page refresh

clicking on the last updated message

refreshing the browser

creating a new job

logging out and back in

adding or modifying filters

Quote text formatting when sending to client online (bullet points etc)

Job segment filters were changing from ‘OR’ to ‘AND’ when navigating away

Navigate away message much clearer - defaults to ‘stay on page'

Premium plan out

New design for ToDo sidebar to be more consistent between scheduled job items and job items that aren't using the schedule

Fixed issues with Xero connection constantly getting dropped 

Performance improvements to schedule page

New flow for signing up when choosing plan + credit cards

Fixed job list "sort by number"

Fixed invoice "show recipients" link

Team view on Schedule

ToDo sidebar/Magic Button - These now take into account the work the scheduler has done in prioritising and assigning tasks

Full day personal To Dos affect availability and show up in schedule

Disable painting blocks on the schedule in the past

Display extra information when creating an invoice from a quote

Improved notification for why a complete job item is 'locked' and you can't change the status

When adding line items to quotes/invoices we will now show the list of items to choose from

If you try to navigate away from the job page while in edit mode, we will show an 'Are you sure?' error

Display job numbers in analytics

Performance improvement for ToDo page when organisation has lots of active jobs

Performance improvement for Jobs page for when job has loads of time assigned to it

Fixed overlapping text issue with terms and conditions on quote/invoice

Scheduling BETA

Play/Pause individual users on a job item

Create an invoice from a quote

Adding new line items to quotes/invoices

Quote/Invoice terms are now saved per invoice. Updating the terms no longer affects old invoices

Performance Improvements

'Financial Structure' of a job removed. It is now done on a per item basis

'Team Schedule' is now called 'Team To Do'

Sorting fixes on job list

Fixing billing date issue when customer is charged in last few days of the month

Scheduling BETA

Play/Pause individual users on a job item

Create an invoice from a quote

Adding new line items to quotes/invoices

Quote/Invoice terms are now saved per invoice. Updating the terms no longer affects old invoices

Performance Improvements

'Financial Structure' of a job removed. It is now done on a per item basis

'Team Schedule' is now called 'Team To Do'

Sorting fixes on job list

Fixing billing date issue when customer is charged in last few days of the month