Streamtime Classic - 'How To'

How do I change the default user when starting Streamtime Classic?

How to replace the default Streamtime login details

Written by Nate Mateu
Updated over a week ago

Streamtime is running a bit slow, how can I speed it up?

If your Streamtime database is slow to load, here are the areas you can optimise.

Written by Jenny Hsu
Updated over a week ago

Best Practices - Optimisation of Streamtime Database

Keep your Streamtime database in order to optimise performance for you and your team.

Written by Jenny Hsu
Updated over a week ago

Best Practices - Optimisation of Client / FileMaker Pro

Follow these suggestions to make sure your client machine is optimised to access Streamtime.

Written by Jenny Hsu
Updated over a week ago

Best Practices - Optimisation of Server / FileMaker Server

Ensure your server is setup in the best possible way.

Written by Nate Mateu
Updated over a week ago

Housekeeping - how to keep your Streamtime database current & tidy

Help improve performance by keeping your database up to date.

Written by Jenny Hsu
Updated over a week ago

Unlocking Jobs, Quotes, Orders and Invoices in Streamtime

'Your access privileges do not allow you to perform this action' error - caused by the quote/job/invoice being locked.

Written by Jenny Hsu
Updated over a week ago

Making changes to your Rate Card (Cost Matrix) items

The 'heart and soul' of Streamtime Classic. Changes in here can have knock-on effects.

Written by Jenny Hsu
Updated over a week ago

Working with Multiple Currencies in Streamtime

How to setup your Streamtime to allow for multiple currencies.

Written by Miel De Rycke
Updated over a week ago

Adding and Removing Licenses

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Written by Derek Lingley
Updated over a week ago

How to perform a Find in Streamtime

Searching (performing a find) in Streamtime explained in detail.

Written by Jenny Hsu
Updated over a week ago

How do I search by a date range?

Find records within a certain date range. Once you know how, it's a whole new world!

Written by Jenny Hsu
Updated over a week ago

Can I access Streamtime Classic from outside the office?

The most popular ways to connect to your Streamtime Classic database remotely.

Written by Miel De Rycke
Updated over a week ago

Single User - How to back up your database

Single User? Here's how to make sure your Streamtime database is backed up in case the worst happens.

Written by Ryan Clement
Updated over a week ago

Migrating Streamtime to New Server

How to move Streamtime to a new server in your office.

Written by Miel De Rycke
Updated over a week ago

How do I create Reminders in Streamtime?

See how reminders work in Streamtime.

Written by Jenny Hsu
Updated over a week ago

Text Formatting in Streamtime

If your text is displaying with unusual colours, font or style it has most likely come across when copied from a 3rd party app.

Written by Jenny Hsu
Updated over a week ago

How do I delete in Streamtime?

See how to delete information from Streamtime. FYI - there is no undo option.

Written by Jenny Hsu
Updated over a week ago

Duplicating in Streamtime

The different duplication options available in Streamtime explained.

Written by Jenny Hsu
Updated over a week ago

How can I import my contacts into Streamtime?

Import multiple contact records into Streamtime Classic using this article.

Written by Jenny Hsu
Updated over a week ago

Using the Sort field to create Contact Lists

How to tag people and companies in Streamtime.

Written by Michael O'Riley
Updated over a week ago

How can I rename company contacts in Streamtime?

Update your client company name using these steps.

Written by Michael O'Riley
Updated over a week ago

How do I create correspondence in Streamtime?

Keep track of important pieces of correspondence within your Streamtime company records.

Written by Michael O'Riley
Updated over a week ago

Exporting a Company list with Contact names included

Need to export your contacts from Streamtime Classic?

Written by Michael O'Riley
Updated over a week ago

How do I create correspondence templates?

Setup templates to be used when selecting to email records out of Streamtime.

Written by Michael O'Riley
Updated over a week ago

How can I add contacts to Streamtime?

Add new company records and keep track of prospects, clients and suppliers.

Written by Michael O'Riley
Updated over a week ago

How do I create a quote or estimate in Streamtime?

Creating a quote to send to your client.

Written by Jenny Hsu
Updated over a week ago

How do I create discounts on quotes and invoices?

Add discounts or extra fees to your quote/invoice using these steps.

Written by Michael O'Riley
Updated over a week ago

Creating a Quote Template

Create a quote template for common jobs.

Written by Michael O'Riley
Updated over a week ago

Using Headings and Indents on Quote line items

Format your quotes so they are easier for your clients to read.

Written by Michael O'Riley
Updated over a week ago

How do I hide line items on Quotes and Invoices?

Merge quote line items to create a simplified version for your clients.

Written by Michael O'Riley
Updated over a week ago

How do I create a quote with subtotals?

This article takes you through how to create a quote or estimate with subtotals.

Written by Michael O'Riley
Updated over a week ago

How do I show different options on a Quote?

Offer your client a range of quote options to choose from using one of these options.

Written by Michael O'Riley
Updated over a week ago

How to Approve and Decline quotes online using Streamtime Web

Once setup, your clients can approve or decline new quotes via a client portal. This article shows you how.

Written by Michael O'Riley
Updated over a week ago

Task items missing when adding time?

Written by Michael O'Riley
Updated over a week ago

How can I complete my tasks in Streamtime Web?

Written by Michael O'Riley
Updated over a week ago

How can I add time & materials to jobs in Streamtime Web?

Written by Michael O'Riley
Updated over a week ago

How can I add time to tasks in Streamtime Web?

Written by Michael O'Riley
Updated over a week ago

How can I add time against tasks?

Written by Michael O'Riley
Updated over a week ago

How can I record internal time?

Written by Michael O'Riley
Updated over a week ago

How can I complete and uncomplete tasks?

Written by Michael O'Riley
Updated over a week ago

Completing Multiple Tasks in Streamtime

Written by Michael O'Riley
Updated over a week ago

How can I add time or materials to a job?

Written by Jenny Hsu
Updated over a week ago

How can I edit or delete time entries?

Written by Michael O'Riley
Updated over a week ago

How do I see extra time spent on a job?

This article helps project managers find time entries that were not recorded against tasks.

Written by Miel De Rycke
Updated over a week ago

How can I select multiple staff for tasks or jobs?

Written by Michael O'Riley
Updated over a week ago

How can I schedule in Streamtime?

Written by Michael O'Riley
Updated over a week ago

How do I schedule unassigned tasks?

Written by Michael O'Riley
Updated over a week ago

Managing Retainer Work in Streamtime – Creating retainer tasks on any job

Written by Jenny Hsu
Updated over a week ago

Managing Retainer Work in Streamtime - Creating Retainer Jobs

Written by Michael O'Riley
Updated over a week ago

Creating a timeline of milestones on a job

Written by Michael O'Riley
Updated over a week ago

Creating Tasks on the Task Calendar

Written by Michael O'Riley
Updated over a week ago

Allocating time on the weekend in the Task Calendar

Having trouble allocating time on the weekend in the Task Calendar? This article will show you how to get around this issue.

Written by Paddy Morgan
Updated over a week ago

How can I capture and invoice client amendments?

Written by Michael O'Riley
Updated over a week ago

Understanding Billable vs Non Billable time

Written by Michael O'Riley
Updated over a week ago

How do I add expenses to a job?

Written by Michael O'Riley
Updated over a week ago

How can I move time between jobs?

Written by Michael O'Riley
Updated over a week ago

Splitting Tasks

Written by Michael O'Riley
Updated over a week ago

How do I create and assign tasks?

Written by Michael O'Riley
Updated over a week ago

Making Tasks Billable or Non Billable

Written by Michael O'Riley
Updated over a week ago

How do I add purchase orders to a job in Streamtime Classic?

Written by Jenny Hsu
Updated over a week ago

Locking/Unlocking multiple Jobs

Written by Jenny Hsu
Updated over a week ago

What is a project in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Managing Projects in Streamtime

Written by Michael O'Riley
Updated over a week ago

Managing Projects - one quote, one job, one invoice

Written by Michael O'Riley
Updated over a week ago

Managing Projects - create individual jobs and invoice each job separately

Written by Michael O'Riley
Updated over a week ago

Managing Projects - one job for invoicing and individual jobs to capture time & orders

Written by Michael O'Riley
Updated over a week ago

How do I create Custom Fields so I can label/tag my jobs?

Written by Michael O'Riley
Updated over a week ago

How do I manage freelancers/contractors in Streamtime?

Written by Michael O'Riley
Updated over a week ago

What's the difference between job owner and manager?

Written by Miel De Rycke
Updated over a week ago

How do I create custom specification fields for purchase orders?

Written by Michael O'Riley
Updated over a week ago

How do I create a request for tender and associate it with a quote?

Written by Michael O'Riley
Updated over a week ago

Creating media orders in Streamtime Classic

Written by Michael O'Riley
Updated over a week ago

Different amounts when transferring items on Invoices/Quotes from Purchase Orders

Written by Michael O'Riley
Updated over a week ago

PDF of Invoice says COPY

Written by Michael O'Riley
Updated over a week ago

How can I add a discount to an Invoice in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Can I track Client payments in Streamtime?

Written by Michael O'Riley
Updated over a week ago

How do I create an invoice in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Year by Month Financial Overview

Written by Michael O'Riley
Updated over a week ago

Total Time and Sales by Client

Written by Michael O'Riley
Updated over a week ago

Time and Materials (by Staff and Job)

Written by Michael O'Riley
Updated over a week ago

What is Gross Profit?

Written by Michael O'Riley
Updated over a week ago

Time & Materials by Project

Written by Michael O'Riley
Updated over a week ago

Time & Materials by Day

Written by Michael O'Riley
Updated over a week ago

Tasks by Job

Written by Michael O'Riley
Updated over a week ago

Profitability by Job

Written by Michael O'Riley
Updated over a week ago

Job Summary Report

Written by Michael O'Riley
Updated over a week ago

Job Profit with Margins

Written by Michael O'Riley
Updated over a week ago

How can I Forecast Gross Profit in Streamtime?

Written by Miel De Rycke
Updated over a week ago

Getting quick financial details on a job in Streamtime

Written by Michael O'Riley
Updated over a week ago

Timesheet by Category (formerly called Detailed Category)

Written by Michael O'Riley
Updated over a week ago

How do I run reports in Streamtime?

Written by Michael O'Riley
Updated over a week ago

Client Manager Performance

Written by Michael O'Riley
Updated over a week ago

Category Income vs Time Logged

Written by Michael O'Riley
Updated over a week ago

Amount to Invoice Report

Written by Michael O'Riley
Updated over a week ago

Setting up Client Budgets

Written by Michael O'Riley
Updated over a week ago

Quoted vs Actual vs Invoiced

Written by Michael O'Riley
Updated over a week ago

Job Cost Report (JCR)

Written by Nate Mateu
Updated over a week ago

Time and Materials by Staff

Written by Michael O'Riley
Updated over a week ago

Timesheet Week View

Written by Michael O'Riley
Updated over a week ago

Estimated Task Time vs Total Timesheet Entries

Written by Michael O'Riley
Updated over a week ago

Billable vs Non Billable Timesheet Summary

Written by Michael O'Riley
Updated over a week ago

Staff Capacity Report

Written by Michael O'Riley
Updated over a week ago

Detailed Costs by Job

Written by Michael O'Riley
Updated over a week ago

Creating custom reports with the data from Streamtime Classic

Written by Miel De Rycke
Updated over a week ago

How can I get a WIP report out of Streamtime?

Written by Michael O'Riley
Updated over a week ago

Quarterly Costs and Revenue Report

Written by Michael O'Riley
Updated over a week ago

Sales (by Cost Matrix items)

Written by Michael O'Riley
Updated over a week ago

Quoted vs Actual vs Invoiced with Variances

Written by Michael O'Riley
Updated over a week ago

Timesheet Summary (Weekly)

Written by Michael O'Riley
Updated over a week ago

Total Time and Sales by Job

Written by Michael O'Riley
Updated over a week ago

Detailed Cost & Sell by Job

Written by Michael O'Riley
Updated over a week ago

How do I change my company logo on my Quote or Invoice?

Written by Michael O'Riley
Updated over a week ago

How do I change my company address details on my Quote or Invoice?

Written by Michael O'Riley
Updated over a week ago

How do I change the terms and conditions on my Quote?

Written by Michael O'Riley
Updated over a week ago

How do I add payment details on my Invoice?

Written by Michael O'Riley
Updated over a week ago

Duplicating Printform and Adding it to Print Centre

Written by Michael O'Riley
Updated over a week ago

Editing PrintForms - Change the Font & Style

Written by Michael O'Riley
Updated over a week ago

How to edit text in print forms

This article explains how to make small changes to print templates in the print forms layouts: text boxes, white space, formatting

Written by Miel De Rycke
Updated over a week ago

Printform printing over multiple pages

Written by Michael O'Riley
Updated over a week ago

How to fix print forms when text is getting cut off

Written by Michael O'Riley
Updated over a week ago

Templates - Adding Useful Fields

This article will help you add popular fields to your templates

Written by Nate Mateu
Updated over a week ago