Streamtime

Everything you need to set up for success

Getting started with Streamtime

Empower your key team members to drive Streamtime adoption and champion change

Make the most out of super users

Ensure your team works smoothly with a clear, structured approach to managing projects

Creating clear and scalable workflows

This article will help you move your projects from your previous tool into Streamtime in a few hassle-free, easy steps

Migrating to Streamtime from Other Tools

Consider how new business processes sit within your agency.

New business: Creating a clear and scalable workflow

Put your best foot forward with best practice Streamtime setup.

Setup

Are you part time? If you work only a few hours per day or week - customise your To Do screen to suit.

Set your working hours

Import your companies and contacts into Streamtime from another app with simple, step-by-step guidance to ensure a smooth setup and avoid common mistakes.

Importing Contacts

Define your currency, job number format, default terms and more

Set up your company profile and branches

Learn how to effectively manage companies and contacts in Streamtime. A comprehensive guide to organising client and supplier relationships.

Companies and Contacts

Company Settings

Invite your team, set roles, and manage permissions to streamline collaboration

Adding and managing your team

How do I set my billable hourly rate?

Streamtime’s Access Levels & Permissions let your team work smoothly, ensuring everyone has the tools they need while keeping data secure.

Access Levels and Permissions in Streamtime

Streamtime's tips on calculating your team members' cost rates for accurate profitability reporting, as well as handling pay rises.

Calculating Team Member Cost Rates and handling Pay Rises

Discover how to manage offboarding: deleting or hibernating accounts, reallocating tasks, and ensuring a smooth team transition. 🚀

Offboarding a team member

Define roles to set billable rates and organise your team

Team member roles

Scope out your team and to do's processes to help support healthier workflows

Team & To Do's: Creating a clear and scalable workflow

Team Settings

Apply different rates for different clients, projects or currencies

Setting up rate cards

Currently operating across international borders? Need to run jobs in foreign currencies, manage expenses in another currency? No problems!

Understanding exchange rates

Modify, rename and delete rate cards as needed

Using and managing rate cards

Rate Cards and Multiple Currencies

Find answers and get help from Intercom Support and Community Experts

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