The Streamtime Client facing interface allows your Clients to accept and decline their Quotes, and submit comments online. As an Account Manager, you'll get a notification and can take action to begin the job or start ordering that print work! Clients will also be able to see all Active Jobs for their Company when they log in.
Please note that you will need to ensure you've got access to Streamtime Web first. Please contact our Support team to arrange this, or if you've got sufficient IT skills please follow the instruction here.
Step 1. Setting up your clients so they can sign in online
Once you have created a company in Streamtime you'll then need to add each of the contacts at that company under the People tab (1).
When you create a person in Streamtime you'll need to make sure they have an email address (1) and a password (2) assigned to them, this will be how they sign into their web interface to view their quotes and jobs.
Once you have done the setup you can then send your clients the URL they'll need to access their web interface, as well as their username (email address) and password. The URL is usually https://yourcompanyname.mystreamtime.com/clients
If you're working online you can send your new Client an invitation to set up their own password online. Please note that it is possible to revoke this access once it has been set up.
Step 2. Setting Up default Approved/Declined Quote Statuses for Streamtime Web
More information on Streamtime statuses here.
Visit Setup > System Setup > Quotes area, scroll down to the heading Defaults, here you can set what statuses your quotes change to once your client approves or declines your quote using the Client facing interface.
Viewing Quotes in the Client facing interface
When your clients sign into the Client Web interface they can see only quotes with specific statuses, as defined in the System Setup:
Quotes on the "To Be Approved" status are always visible to your client.
Quotes on the "Approved" status are showing only when they are also 'active'. So if a client approves a quote today, it's likely he can still see that approved quote tomorrow. Later – when the job is finished – we will lock the job and automatically lock and deactivate the related quotes, making them disappear from the web too.
Quotes on the "Declined" status are showing only when they are also 'active'. This will be rather exceptional. But if you are making a revised version of a quote that was formerly declined, you could still give your client access to the declined quote for comparison, just by making it active.
Quote Detail in Client Web Interface
When they view the quote they will see all the quote details and can choose to Accept or Decline the quote.
Accepting Quotes
To accept the quote they simply need to click the Accept button.
This will change the status of the quote in Streamtime Web,
and also change the Quote status in your Streamtime database.
The status will be changed to whatever you set it to default to in Setup > System Setup > Quotes (as above).
Declining Quotes
To decline the quote they simply need to click the Decline button. There's also the option to add notes.
This will remove the quote from the quotes list inside the web portal,
and also change the Quote status in your Streamtime database.
The status will be changed to whatever you set it to default to in Setup > System Setup > Quotes (as above).