🕰️ Est. Time: 10 minutes
🎯 Goal: Understand how to create a Job in Streamtime, and what the different Job areas mean and do
🔑 Requirements: Access to the the Jobs list and permission to create Jobs
Whether you're a seasoned user or a newcomer, this article will walk you through the steps of creating and planning a Job in Streamtime. By the end of this article, you'll understand the core functionalities of a Streamtime Job, and be able to create one with ease.
Job Structure
Before we jump in, it's good to understand how Jobs are set up in Streamtime - so let's make it simple.
Everything starts with a Job in Streamtime - and your Job consists of Phases, which contain Items and Expenses. Within the Job, you will map out your planned hours, Timelines, and handle your financials.
Creating a Job
You can create a Job in Streamtime in a few simple clicks - see below steps:
Head to the Jobs list
Click the ➕ Create job button to start creating.
Go through the Job setup section - ensuring you fill in all the relevant info in the pop up.
Click Create & Plan. This takes you directly into the job so you can begin planning.
💡 Shortcut: If you hit 'J' on your keyboard it will bring up the pop up for creating a new Job
It's a good idea to make sure your job plan is set up to make Quoting and Invoicing your client straightforward, so consider this when building your Job.
Job Settings
Your Job settings is where you can amend the key details of the Job - to get to it, simply follow the below video steps:
The details you can amend in the Settings tab are below:
Job Name
This is straightforward: it's the name of your job.
Company
This is the company you're doing the job for. Importing from another system? Take a look 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.Group
If your Job is contained within a Group, it will show in this field. You can also select a Group to add it to from this area. To learn more about groups, head here.Job number
Job numbers in Streamtime can align with any job numbering system you utilise. For a deeper dive into job numbers within Streamtime, refer to this article.PO Number
If your client gives you a purchase order for this job, this is where you'll add it. It helps keep things tidy for invoices, quotes, and related tasks.
Billable/Non Billable
This allows you to set the Job as Billable or Non Billable - you can learn about Non Billable Jobs and how to use them here.Branch
If your agency has a few branches, select 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.
💡 When amending your Rate card, you can choose to keep the Rates as they were on the previous Rate Card, or amend in line with the new one - make sure to choose the correct option before saving!
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, click New phase and enter the phase name.
To add an Item or Expense into your Phase, simply click 'add Item' or 'add Expense'
Now add your Start & End Date
💡 You can also use the Timeline view to set start and end dates in a more visual way, and set any dependencies or milestones across the project!
Now can add your team or role plan your Items, and add planned time.
And add any checklists or descriptions
💡 By creating Master Items, you can pull through pre-created Items to your Job to reduce admin.
You can move items and phases around to suit, and then when you're ready, you can send out your Quote.
And even start scheduling your team.
Final Considerations
When it comes to planning your Jobs, it's important to think about how you'll be reporting in the future, and also how you can create scalable workflows to ensure the admin spent on the initial set up is as effective as possible.
Below are some additional resources to support: