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Adding a client
Adding a client

Need to add a new client into Traffio? This guide will show you how

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

The client section allows you to create and manage your clients and client contracts from a centralised point.

Create a Client profile

  1. Click on clients in the sidebar

  2. Select + New in the right-hand corner.

  3. Fill in the information

  4. Press create.

    Clients can have unique requirements. You need to add the client's information into the system. so it's important to go through and correctly set up their requirements.

Client Information Glossary

A few key definitions of this process will help you understand the unique configurations that can be applied when setting up a client.

Fatigue policy

A fatigue policy is the rules applied to employees to ensure they are sufficiently rested to reduce fatigue on shifts.

Setting the home depot.
Clients are associated with a depot. If you are a user with multiple depots, this allows you to segment your clients so that the depot only sees its appropriate clients.

Cancellation Windows

The cancellation window is that the client can cancel a job before it becomes a late cancellation and charged.

Payroll Tax
Bookings for this client are exempt from payroll tax.

Non-billable client
By default, bookings for this client will not appear in the billable bookings.

Cash only client
A cash deposit is required before each booking can go-ahead.

Meal allowance options

Some clients require a unique meal and break the rules to be applied. These define how breaks are paid when employees are working for this specific contact.

Default rate schedule
The rate schedule is at what rates you charge your client. This is set up in billing. Once applied to the client the system can automatically apply these rates when generating invoices.

Note: You can override this on a per-project basis in the project detail screen.

Invoice payment term

The invoice payment term is the time from when the invoice is sent out to what due date to applied. Once set the system knows what due date to apply when generating an invoice.

Client ABN and billing details

These details will be applied when an invoice is generated for the client.

Note: You can change and update these details at anytime in the client profile.

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