Jobs, Quotes, Invoices, Expenses

Here you will find what you need to know about Jobs and Quoting.

Michael O'Riley avatar Jenny Hsu avatar Nate Mateu avatar +4
29 articles in this collection
Written by Michael O'Riley, Jenny Hsu, Nate Mateu and 4 others
Creating and Planning Jobs

Creating a Job!

Want to know how to create and plan a job in Streamtime? Look no further
Polina Evmenova avatar
Written by Polina Evmenova
Updated over a week ago

Items & checklists

Get familiar with our job page design and organise yourself using checklists.
Polina Evmenova avatar
Written by Polina Evmenova
Updated over a week ago

Pricing Options when Creating Job Items

Find out how you can setup your job items - Item hours vs team member hours, Item sell rates vs team member sell rates, fixed priced items.
Michael O'Riley avatar
Written by Michael O'Riley
Updated over a week ago

How does In Play, Paused, and Complete work?

What do the three status levels mean, how do they affect each other, and how can I best use it in my workflow?
Sarah Nguyen avatar
Written by Sarah Nguyen
Updated over a week ago

Move logged time between items or jobs

We're all humans. Sometimes time can get logged against the wrong item within a job, or against the wrong job entirely. Here's a quick fix!
Shivi Cashyap avatar
Written by Shivi Cashyap
Updated over a week ago

Job Activity Log & Posts (Job Brief etc)

The Job Activity Log and 'Posts' form the foundation for future collaboration work while offering huge benefits themselves.
Michael O'Riley avatar
Written by Michael O'Riley
Updated over a week ago

Tracking your job plan, performance and profitability with the burnup

Take a deep dive into how your project is progressing by looking at the details of your job burnup
Shivi Cashyap avatar
Written by Shivi Cashyap
Updated over a week ago

How to manage non-billable / internal time

Keen to know how much time gets spent on admin? No problem. This article explains two ways of managing non-billable time in Streamtime.
Polina Evmenova avatar
Written by Polina Evmenova
Updated over a week ago

How do job numbers work in Streamtime?

Assign a job number to a job in Streamtime, or don't. It's up to you.
Nate Mateu avatar
Written by Nate Mateu
Updated over a week ago

Duplicating jobs and creating templates

Duplicating from a master job to reuse a project that's already been built
Paddy Morgan avatar
Written by Paddy Morgan
Updated over a week ago

Archived jobs and where to find them

When you should archive a job, and how to refine your searches to find those jobs in the future
Jenny Hsu avatar
Written by Jenny Hsu
Updated over a week ago

Managing your accounting

How to set up and manage your accounts to get the most out of Streamtime
Shivi Cashyap avatar
Written by Shivi Cashyap
Updated over a week ago

How do I create a retainer?

Create, manage, and track progress against retainers in Streamtime.
Paddy Morgan avatar
Written by Paddy Morgan
Updated over a week ago

Setting and viewing a project milestone

Create milestones on jobs to mark important stages, events and deadlines.
Paddy Morgan avatar
Written by Paddy Morgan
Updated over a week ago

Can I track my team's holidays in Streamtime?

Use Streamtime to keep track of your team members' sick days, annual leave, and any other time off.
Paddy Morgan avatar
Written by Paddy Morgan
Updated over a week ago

Item Statuses

Items are controlled by their status — Paused, In Play, or Completed
Jenny Hsu avatar
Written by Jenny Hsu
Updated over a week ago