Batch actions allow you to apply the same action to multiple items within a list - simple, right?
How to get started
To apply a batch action to an item within a list, all you have to do is click the tick box that will appear on the right-hand side when hovering over an item within the list.
You can tick as many items as you want from your list, and then click the three dots in the bottom right of your screen to choose your action.
Number of batch actions you can perform
Job cost reports are limited to 10 downloads at any one time.
There are no restrictions on any other batch action.
Where to view in progress batch actions
Open the activity panel (lightning icon) from the menu bar. Any batch actions that you've started will appear at the bottom of this panel, with a progress bar.
Click got it to clear these out once complete.
Which batch actions are available and where
Batch actions work throughout Streamtime. Keep reading to see which options are available in each area.
Jobs:
Apply and remove labels
Generate JCRs (limited to 10 JCR's at one time)
Pause jobs
Play jobs
Complete, archive and restore jobs
Assign a job lead
Expenses:
Assign and remove labels
Approve or decline expenses
Revert expenses to drafts
Mark expenses as paid
Send expenses to your accounting package
Generate PDF's
Quotes:
Assign and remove labels
Approve or decline quotes
Mark quotes as sent
Generate PDF's
Invoices:
Assign and remove labels
Mark invoices as sent
Send invoices to your accounting package
Generate PDF's
Team Members:
Assign branch
Send invitations
Assign and remove labels
Add and remove permissions
Hibernate and restore team members
Companies:
Assign and remove labels
Archive and restore companies
Delete companies
Change company types
Contacts:
Assign and remove labels
Archive and restore contacts
Delete contacts
Breakdown of all available actions
The below table explains what each batch action does.
Action | Product area | Description |
Assign labels | Jobs, Expenses, Quotes, Invoices, Companies, Contacts & Team Members | Allows you to label multiple items within a list, allowing for easy filtering & report pulling. You can also assign master labels this way |
Remove labels | Jobs, Expenses, Quotes, Invoices, Companies, Contacts & Team Members | Allows you to remove any previously added labels from multiple items within a list. Note: Once a label is deleted, the items in question will not be included in future reports that are filtered by the removed label |
Generate Job Cost Reports | Jobs | Create a Job Cost Report for multiple jobs in your list, allowing you to gain insight into how your jobs are doing. |
Pause | Jobs | Pause multiple in play jobs to help keep your team focussed on the now |
Play | Jobs | Reinstate paused jobs to bring them back into play, allowing you to prioritise your teams time |
Complete | Jobs | Set multiple jobs to completed within a list view |
Archive | Jobs, Companies, Contacts | Archive multiple items at once, allowing you to keep your lists looking their best |
Restore | Jobs, Companies, Contacts, Team Members | Restore multiple items from your archive to see them within your active list |
Approve | Expenses, Quotes | Approve multiple quotes or expenses, from multiple jobs, at the click of a button! |
Revert to draft | Expenses | If you need to make amendments to multiple previously approved expenses (or you accidentally approved multiple expenses), you can revert them all at once |
Decline | Expenses, Quotes | Decline multiple expenses or quotes at once, helping you keep track of your jobs with ease |
Mark as paid | Expenses | Keep on top of your paid expenses to help make sure your job is tracking as it should |
Mark as sent | Quotes, Invoices | Mark multiple quotes or invoices as sent to keep track of your current status |
Send to your accounting package | Expenses, Invoices | Send expenses and invoices to your accountancy package to allow for easy sending to clients! |
Generate PDFs | Expenses, Quotes, Invoices | Generate multiple PDFs, for multiple expenses, quotes or invoice |
Delete | Companies, Contacts | Allows you to delete multiple companies or contacts |
Assign branch | Team Members | Allows you to assign a branch to the team member when you have multiple identities set up with Streamtime |
Send invitations | Team Members | Invite new team members to Streamtime in bulk |
Add and remove permissions | Team Members | Easily manage who has access to what within Streamtime |
Hibernate | Team Members | Hibernate team members who are leaving the company temporarily |