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Jobs, Quotes, Invoices, Expenses
Jobs, Quotes, Invoices, Expenses
Here you will find what you need to know about Jobs and Quoting.
+5
32 articles in this collection
Written by
Aaron Green,
Michael O'Riley,
Jenny Hsu
and 5 others
How do I quote?
Quoting easily is essential. Create and customise quotes, send them to clients for approval, and automatically create budgets in Streamtime.
Written by
Sarah Nguyen
Updated over a week ago
Invoicing in Streamtime
Invoice jobs by time & expenses, quote, or job plan. Set up deposits, bill in stages or percentages, and track invoicing easily.
Written by
Sarah Nguyen
Updated over a week ago
How to create a Credit Note
Create, manage and track Credit Notes in Streamtime.
Written by
Nate Mateu
Updated over a week ago
Using a custom template for your quotes, invoices and purchase orders
Organisations can now upload HTML custom templates to refine the layout, look and feel for their commercial documents.
Written by
Sarah Nguyen
Updated over a week ago
Managing your projects with Priorities
Use a Priority board for a kanban approach to managing your jobs, with notes, tasks, and checklists.
Written by
Paddy Morgan
Updated over a week ago
Creating and Planning Jobs
Creating a Job!
Want to know how to create and plan a job in Streamtime? Look no further
Written by
Polina Evmenova
Updated over a week ago
Items & checklists
Get familiar with our job page design and organise yourself using checklists.
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.
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?
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!
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.
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
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.
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.
Written by
Nate Mateu
Updated over a week ago
Create template jobs
Create templates and duplicate them to save time. Use job duplication for repeat jobs and retainers.
Written by
Jenny Hsu
Updated over a week ago
Duplicating jobs and creating templates
Duplicating from a master job to reuse a project that's already been built
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
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
Written by
Shivi Cashyap
Updated over a week ago
Job Schedule, Team Capacity and Team To Do
Easily track your team’s tasks in one clear view, and rearrange them on the fly.
Written by
Jenny Hsu
Updated over a week ago
Personalising your Jobs List
Setting up your WIP job list exactly how you want
Written by
Paddy Morgan
Updated over a week ago
How do I create a retainer?
Create, manage, and track progress against retainers in Streamtime.
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.
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.
Written by
Paddy Morgan
Updated over a week ago
Quoting
Setting Quote and Invoice numbers
You would like to set your quote and invoice numbers to match your accounting system or just to a different number sequence? Read on.
Written by
Polina Evmenova
Updated over a week ago
Can I apply discounts to Quotes / Invoices?
Include a discount (%) in your quote or invoice
Written by
Jenny Hsu
Updated over a week ago
Fixed fee projects and value pricing
What are the different ways I can cost my job?
Written by
Aaron Green
Updated over a week ago
Online Quote Approval
Send quotes to clients direct from Streamtime, and have them approve their quotes online too
Written by
Jenny Hsu
Updated over a week ago
How do I add my company's Terms & Conditions to a quote?
Include T&Cs on your quotes. Setup a master T&Cs, or make changes to these to show differently on different quotes
Written by
Paddy Morgan
Updated over a week ago
Unable to download my quote / invoice
If you are having trouble downloading a quote or invoice when clicking the PDF button, then your browser could be blocking pop-ups
Written by
Paddy Morgan
Updated over a week ago
Invoicing
Recording payments in Streamtime
Mark an invoice as 'Paid' within Streamtime, or record the payment in Xero or QuickBooks and pull this information to Streamtime
Written by
Paddy Morgan
Updated over a week ago
Expenses
Tracking Third-Party Expenses against Jobs
Track third-party costs and purchase orders against your jobs using Expenses
Written by
Jenny Hsu
Updated over a week ago
Creating and Sending a Purchase Order to your Supplier
Purchase Orders allow multiple expenses to be ordered from your supplier, individual markups applied and included in quotes or invoices.
Written by
Michael O'Riley
Updated over a week ago