Getting started
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.
Setting up your Rate Schedule Overview
Navigate to Billing on the sidebar
Select the Rate Schedules tab
Click +New
Rate Schedule Information
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.
Shift Configurations
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. You can also toggle on to round shift end time up to the nearest 15 minutes.
Day/Night Times
This area is used to set overrides of when day and night shifts start.
For example, if night shifts start at 6:00 PM and day shifts end at 8:00 PM, a shift that starts before 6:00 PM is considered a day shift until 8:00 PM. If it starts at or after 6:00 PM, it’s treated as a night shift from the beginning.
Weekend Start
Select how your days are billed.
This will inform the system of the start and end times for weekend rates.
Shift Type Transitions
This will choose which shift types can transition from one to another.
Break Configuration
Determine when breaks should be deducted from a shift and specify the conditions under which this applies.
Separate Travel Time Charges
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.
Travel Time Limits
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.
Overtime
Allows you to set how many hours must be worked before overtime or double time rates begin. This helps define when standard pay ends and higher pay rates apply.
Crew Billing
If you charge by crews, you can set when ordinary time begins and what happens if the crew size drops. If this option is on and your crew of 3 drops to 2, it will charge the 2-person crew rate for that time. If it's off, and the crew is no longer complete, it will charge each worker and vehicle separately instead.
Fix Setup/Pack up Charges
Choose whether you want to include setup or pack-up charges on your invoices.
Payroll Effects
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 completed all desired steps - click Save
Adding Items to 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.
Click into the Revision
Toggle on the items you want to add to the Rate Schedule
Use the Blue Cog Button to change how the unit is billed. Select the billing mode from the drop-down. Learn more about billing modes here
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