🕰️ Est. Time: 10 minutes

🎯 Goal: Understand the moving parts of your onboarding journey

🔑 Requirements: Admin and finance permissions

Great businesses don't just happen, they're built on strong foundations.

Setting up your Streamtime account properly ensures you and your team can plan, track, and deliver work with confidence.

This guide walks you through the key steps to get started, so you can focus on what really matters: running your business, not your admin. Let’s dive in!

Before setting things up, make sure you can log in and have the right permissions.

Already have an account?
Log in to Streamtime and ensure you have the relevant permissions. If you’re unsure, check with your admin.
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Need to create an account?
​Sign up here and follow the steps to get started.

Don't forget to bookmark your Streamtime account for easy access in the future!

We know questions will naturally come up as you set up your account. If you need support, here’s how you can reach us.

New to Streamtime? If you’re not already in touch with our team and want to ensure you're set up for success, we’d love to guide you through the process. Before diving into onboarding, reach out to us, and we can help tailor your setup and give you a nice checklist to work from.

Super users are the ones who'll champion bringing Streamtime into your business. They'll have deep knowledge of the team, processes and tools, and will learn how Streamtime can support that moving forward.

Learn more about empowering your super users and setting expectations.

Set up your company profile by defining key elements like logo, currency, job number format and more.

Follow our guide to applying your company settings and creating any necessary branches.

You don't need to invite your team to Streamtime just yet but creating their profiles will help throughout your onboarding journey, and save you time later.

Here's how you can set up roles and manage permissions.

Know where to look for your subscription details, invoice history and payment details.

Learn how to manage your payment details and invoice recipients.

To save time and reduce admin, set up master items and expenses for the regular work your business does. This will help you maintain consistency, reduce admin and make reporting a breeze.

Follow our guides for creating master items and expenses.

Each team member needs a role within Streamtime so you can take advantage of smarter job planning, manage permissions and rate cards in bulk, and easily filter your reports.

Learn more about setting up roles for your team.

Set up rate cards for different projects, clients, or currencies to ensure that your pricing structure is organised and easy to apply across various items, expenses, and roles.

Understand how to set up rate cards.

Organise your work by tagging projects, quotes, team members and more with labels. Labels help you categorise and pull reports, making it easier to find what you need.

Here's how to create and use labels for better reporting.

Once your core setup is complete, it’s time to focus on your workflows—this is where the real magic happens. Your workflows shape everything from internal admin tasks to client-facing processes like quoting, invoicing, scheduling, and logging time.

Thinking through your workflows now will help you build strong template jobs, making project setup faster and more consistent. Your templates should reflect the way your team works, ensuring every new job follows a structured process.

Once your templates are in place, you’ll use them to migrate ongoing jobs from your previous platform, keeping your transition to Streamtime smooth and organised.

Need help mapping out your workflows? Take a look at our guide to how you approach jobs.

With your setup complete and workflows in place, it’s time for team training. We’ll tailor the training to your specific setup and agreed processes, ensuring that everyone on your team knows how to use Streamtime effectively based on your agreed ways of working.