Traffio

This article is to give you a general guide to the take that is needed to be completed while onboarding.

Guide to onboarding

Shenai

Kat McDevitt

Everything you need to know to get you set up on Traffio.  

Getting Started 

This article tells you how to add a new depot into the system.

Creating a depot

This guide show you how to set up your employees

Create an Employee into Traffio

Create a Vehicle

Create a Client

Create Equipment

How to create Resources, then use those resources to create Item Classifications.

Create resources and item classification

Create Kit & Assets

Setting up your Traffio - Data entry 

How to create and apply skills to people.

Create and apply skills to People

How to create, edit and publish your forms.

Creating a Form

Create a Project

Create a Rate Schedule

This article goes through how to create, apply and filter through Tags.

Create Tags

This article goes over how to create and manage a booking.

Create a Booking

Getting started -Operations 

This article goes over how to set up your business's branding and assign branding to different depots.

Setting up your logo

This article goes over creating and managing Fatigue Policies.

Create a Fatigue Policy

This article goes over where you can view and manage your portals configurations.

Managing your Traffio Configurations

This article goes through how to set up your job docket configurations, create job dockets, send them to be signed off and more.

Setting up your job dockets configurations

This article goes over how roles and access work in Traffio and how to set users' access levels.

Access levels and permissions

Getting Started - Configurations

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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