👋 Hey there! Are you looking to create a job in Streamtime? Whether you're a seasoned user or a newcomer to the platform, you've come to the right place. In this article, I'll walk you through the simple steps of creating and planning a job in Streamtime. With these easy-to-follow instructions, you'll be able to create a job and plan it out with ease! So, let's get started.
🏗️ Job Structure
Before we jump in, it's good to get a handle on how a job is set up in Streamtime and understand a few important terms. Let's make it simple.
In a nutshell, a job in Streamtime starts with Phases, which then split into individual Items. After that, we divvy up time to our team members.
👩🏻🎨 Job Creation
Creating a job in Streamtime is straightforward. Just go to the menu and navigate to the jobs area.
Here, all you'll need to do is hit ➕ Create job to bring up the new job card and start creating.
Pro Tip: If you just hit 'n' on your keyboard it will also bring up the card 😉.
Now, you just need to name and assign your job to a client. Make sure the job is linked to the right rate card and a branch, if applicable. Once content with all the details, click Create & Plan. This takes you directly into the job so you can begin planning.
It's a good idea to make sure your job plan is set up to make quoting and invoicing your client straightforward. You can do that right here if you need to add a new client contact. You also have complete freedom to create a job number the way you see fit. Streamtime will remember the last number used to keep things consistent. You'll find these options in the Settings Tab.
⚙️ Job Settings
Great, you've set up a new job in Streamtime. Next, go to the settings tab to input important details like Job Number, Job Name, Company Name, Contact Name, Branch, PO Number, and Labels.
This diagram shows you where each setting in the job settings tab is located and how they work:
Job Name
This is straightforward: it's the name of your job.
Labels
Labels pack a punch. They're instrumental in generating robust reports and offer much more. To set them up, head to master settings. If you're keen to understand the full potential of labels, have a look at this article.
Job Number
Job numbers in Streamtime can align with any job numbering system you utilise in your accounting package and so forth. For a deeper dive into job numbers within Streamtime, refer to this article.
Company
This is the company you're doing the job for. Fancy importing from another system? Have a gander at this article.
Contact
The designated contact from the client's company for this specific job. While a company may have several contacts, the one listed here is your primary liaison for this project. If you need to import these from another system, refer to this article.
PO Number
When your client gives you a purchase order for this job, this is where you'll slot it in. It helps keep things tidy for invoices, quotes, and related tasks.
Branch
If your agency has a few branches up its sleeve, jot down the one looking after this job here. It's not about who can work on it, but where the job's reports will get filed. Keen to know more about branches in Streamtime? Have a look at this article.
Rate Card
Rate cards let you line up various price points for roles, items, and outgoings. This spot is for the rate card you're using for the job. Curious about rate cards? Dive into this article.
Exchange Rate
If you're dealing in a different currency than usual, this is the rate you locked in at the job's start. Wondering how Streamtime manages foreign currency? Give this article a read.
🔮 Job Planning
Before creating items in a job, it's a good idea to break down the job into phases. Phases are a way to group similar tasks together, which makes it easier to plan and track progress. To create a phase, just click New phase and enter the phase name.
To plan your job, simply hit on the new item button
Now name your Item and add your Start & End Date
You can also schedule your items in a timeline view giving you a clearer overview
You can also create any dependencies in this view. Check out this article for more info on dependencies.
Add your team.
Add your checklist
Lastly, any additional information
If you want to pre-populate your list to make it even easier, you can create your list in Items under Master Settings in the ⚙️ menu.
You can move items and phases around to suit, and now you are ready to send out a Quote.
And even start scheduling your team.
⏬️ TL;DR
To create a job in Streamtime, go to the jobs area and hit create job.
Give your job a name and client, link it to the accurate rate card and a branch, then hit create & plan.
Ensure your job plan has everything you need to easily quote & invoice your client.
Add labels to group jobs together or identify a type of job.
Break down the job into phases to group similar tasks and make it easier to plan and track progress.
Name your item and add start and end dates, schedule in a timeline view, and create any dependencies.
Add your team and a checklist to the job plan, and any additional information.
Pre-populate your list by creating it in Items under master settings.
Move items and phases around as needed, and send out a quote and start scheduling your team.