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Creating a rate schedule
Creating a rate schedule

This articles guides you through the steps to properly set up a rate schedule

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

Rate schedules allow the system to know how a client should be billed for a booking. This will flow into your invoicing so all your rates are automatically applied.

You can create in-depth rates that can be applied to individual clients, stand-alone projects or even individual bookings. Rate schedules give you the flexibility to structure your schedules and how you rate your clients.

Getting started

Before creating a rate schedule, you will need to ensure that all the items your charge for have been created in the company's resources and item classifications. Traffio comes with a set of generic items, bespoke items will need to be created prior to creating the rate schedule. Find out more

Setting up your first Rates Schedule

  1. Navigate to the billing page on the sidebar

  2. Select Rate Schedules on the top toolbar

  3. Click new.

  4. Rate Schedule Information

    Enter your rate schedule information.

    Name your Schedule name. Try to differentiate your schedule names so you know what projects or customers they apply to.

  5. Shift Configurations

    set your shift configurations. Move the blue bar to set where your shifts begin charging and finish charging.

6. Weekend start

Next, choose how your days are billed. This will let the system know what time weekend rates start and end.

7. Separate travel time charges

Choose whether the time charges apply to you.

8. Cutover Thresholds

Choose when your rates change to a different threshold.

9. Crew Billing

Toggle if you devolve to a smaller crew rate

Select when crew's ordinary time starts.

10. Payroll Effects

Toggle on if employees will only be paid double time when they work for a client or project that uses this rate schedule.

Then click Save.

Once you save, a revisions tab will appear on the top left corner. Select this tab and then select the draft revision. You can begin toggling on the rates you want to add to the rate schedule.

Adding items to your rate schedule.

Toggle on the items you would like to apply to the rate schedule.

Use the blue cog button to change the way the unit it billed.

If applicable, apply the minimum hours that this item is billed.

Apply the rate for the item.

Apply Billing Mode

Learn more about billing modes here

Apply Rates for the item


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Once you have applied your rates to all your items, click Publish and then Activate.

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