Jobs, Quotes, Invoices, Expenses

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 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

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

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

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