Rate schedules in Traffio allow the system to automatically determine how a client should be billed for a booking, streamlining the invoicing process by applying the appropriate rates. These rates can be customised and applied to individual clients, specific projects, or even individual bookings, offering flexibility in how billing is structured.

Before creating a rate schedule, you must ensure that all chargeable items are set up in the company’s resources and item classifications. Traffio includes a set of pre-made generic resources and item classifications, but if you have bespoke items, these will need to be created first before setting up the rate schedule. This ensures that all items are properly classified and available for accurate billing.

Find out more

Enter the details for your rate schedule, including the name and specify which clients or projects this schedule applies to.

It's important to choose a unique and descriptive name to differentiate it easily, so you can quickly identify which projects or customers it applies to. This will help ensure that the right rates are applied to the correct bookings and avoid any confusion later on.

Set your shift configurations by moving the blue bar to define the start and end times, determining when you begin and stop charging your client for a shift.

Select how your days are billed.

This will inform the system of the start and end times for weekend rates.

Determine when breaks should be deducted from a shift and specify the conditions under which this applies.

Select whether separate travel time charges apply, and specify if they apply to only Straight to Site (STS), non-STS, or both - Additionally, select whether travel time invoicing applies to people or vehicles.

This sets a limit on the travel time between the depot and the site, allowing only a predetermined amount of travel time to be billed.

Choose whether you want to include setup or pack-up charges on your invoices.

Setting overrides for your day shift charges allows you to define specific start and end times for billing during the day. You can also specify when the shift changes to night rates, so the system applies the correct rate as the time transitions, ensuring accurate billing without manual adjustments.

If you charge by crews, you're able to set when the ordinary time starts and if someone is sent home early if your crews devolve down. This depends on if you have the different crew sizes and rates within the schedule.

This toggle, when turned on, ensures employees will only be paid double time when they work for a client or project that uses this rate schedule.

Once you've saved your rate schedule rules, the Revisions and Overrides tabs will appear next to Overview in the top right-hand corner. Within Revisions is where you start building out your schedule of rates.

Only revisions in a draft form can be edited.

4. If applicable, apply the Minimum Hours that this item is billed.

5. Apply the rates for the Item Classifications

5. Click Save

6. Click Publish

7. Click Activate