Streamtime Classic - 'How To'
By Nate and 6 others7 authors122 articles
How do I change the default user when starting Streamtime Classic?
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