Streamtime Classic - 'How To'
By Nate and 6 others7 authors122 articles
- Streamtime is running a bit slow, how can I speed it up?
- Best Practices - Optimisation of Streamtime Database
- Best Practices - Optimisation of Client / FileMaker Pro
- Best Practices - Optimisation of Server / FileMaker Server
- Housekeeping - how to keep your Streamtime database current & tidy
- Unlocking Jobs, Quotes, Orders and Invoices in Streamtime
- Making changes to your Rate Card (Cost Matrix) items
- Working with Multiple Currencies in Streamtime
- Adding and Removing Licenses
- How to perform a Find in Streamtime
- How do I search by a date range?
- Can I access Streamtime Classic from outside the office?
- Single User - How to back up your database
- Migrating Streamtime to New Server
- How do I create Reminders in Streamtime?
- Text Formatting in Streamtime
- How do I delete in Streamtime?
- Duplicating in Streamtime
- How can I import my contacts into Streamtime?
- Using the Sort field to create Contact Lists
- How can I rename company contacts in Streamtime?
- How do I create correspondence in Streamtime?
- Exporting a Company list with Contact names included
- How do I create correspondence templates?
- How can I add contacts to Streamtime?
- How do I create a quote or estimate in Streamtime?
- How do I create discounts on quotes and invoices?
- Creating a Quote Template
- Using Headings and Indents on Quote line items
- How do I hide line items on Quotes and Invoices?
- How do I create a quote with subtotals?
- How do I show different options on a Quote?
- How to Approve and Decline quotes online using Streamtime Web
- Task items missing when adding time?
- How can I complete my tasks in Streamtime Web?
- How can I add time & materials to jobs in Streamtime Web?
- How can I add time to tasks in Streamtime Web?
- How can I add time against tasks?
- How can I record internal time?
- How can I complete and uncomplete tasks?
- Completing Multiple Tasks in Streamtime
- How can I add time or materials to a job?
- How can I edit or delete time entries?
- How do I see extra time spent on a job?
- How can I select multiple staff for tasks or jobs?
- How can I schedule in Streamtime?
- How do I schedule unassigned tasks?
- Managing Retainer Work in Streamtime – Creating retainer tasks on any job
- Managing Retainer Work in Streamtime - Creating Retainer Jobs
- Creating a timeline of milestones on a job
- Creating Tasks on the Task Calendar
- Allocating time on the weekend in the Task Calendar
- How can I capture and invoice client amendments?
- Understanding Billable vs Non Billable time
- How do I add expenses to a job?
- How can I move time between jobs?
- Splitting Tasks
- How do I create and assign tasks?
- Making Tasks Billable or Non Billable
- How do I add purchase orders to a job in Streamtime Classic?
- Locking/Unlocking multiple Jobs
- What is a project in Streamtime?
- Managing Projects in Streamtime
- Managing Projects - one quote, one job, one invoice
- Managing Projects - create individual jobs and invoice each job separately
- Managing Projects - one job for invoicing and individual jobs to capture time & orders
- How do I create Custom Fields so I can label/tag my jobs?
- How do I manage freelancers/contractors in Streamtime?
- What's the difference between job owner and manager?
- Year by Month Financial Overview
- Total Time and Sales by Client
- Time and Materials (by Staff and Job)
- What is Gross Profit?
- Time & Materials by Project
- Time & Materials by Day
- Tasks by Job
- Profitability by Job
- Job Summary Report
- Job Profit with Margins
- How can I Forecast Gross Profit in Streamtime?
- Getting quick financial details on a job in Streamtime
- Timesheet by Category (formerly called Detailed Category)
- How do I run reports in Streamtime?
- Client Manager Performance
- Category Income vs Time Logged
- Amount to Invoice Report
- Setting up Client Budgets
- Quoted vs Actual vs Invoiced
- Job Cost Report (JCR)
- Time and Materials by Staff
- Timesheet Week View
- Estimated Task Time vs Total Timesheet Entries
- Billable vs Non Billable Timesheet Summary
- Staff Capacity Report
- Detailed Costs by Job
- Creating custom reports with the data from Streamtime Classic
- How can I get a WIP report out of Streamtime?
- Quarterly Costs and Revenue Report
- Sales (by Cost Matrix items)
- Quoted vs Actual vs Invoiced with Variances
- Timesheet Summary (Weekly)
- Total Time and Sales by Job
- Detailed Cost & Sell by Job
- How do I change my company logo on my Quote or Invoice?
- How do I change my company address details on my Quote or Invoice?
- How do I change the terms and conditions on my Quote?
- How do I add payment details on my Invoice?
- Duplicating Printform and Adding it to Print Centre
- Editing PrintForms - Change the Font & Style
- How to edit text in print forms
- Printform printing over multiple pages
- How to fix print forms when text is getting cut off
- Templates - Adding Useful Fields