Creating a Rate Schedule

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.

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

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.

In this section, you can override the default start times for specific shift types, such as early morning or afternoon shifts. This allows you to customise shift start times as needed to better suit your billing requirements.

Select how your days are billed. This setting determines how the system applies billing rules, including 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.

Here, you can select which shift types are allowed to transition from one to another.

For example, if the Day-to-Night toggle is enabled, a shift that starts during the day and ends at night will include both day and night charges. If the toggle is disabled, the shift will only be charged at the day rate.

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, vehicles or both.

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.

Setting overrides for your day shift charges allows you to define when overtime and double-time rates apply. As the shift progresses, the system automatically transitions to the correct rate at the set times, ensuring accurate billing without the need for 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.

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

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.

When enabled, the specified percentage will be added to every charge for an emergency booking. If minimum hours are set, the lesser of the emergency minimum hours or billing item minimum hours will be applied.

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.