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Shenai Allira
Dec 7, 20222 min read

Client Portal


The Client Portal is a dedicated web application created by Traffio for your clients, providing them with an interface to connect directly with your business. The aim of this application is to help you improve communication with your clients and better streamline your operations. Client contacts will only have access to this application after you've invited them to connect with your business using the client portal. Read more here.




You're able to manage the access of the client contacts to the portal at any time. If you wanted to revoke this access at any time, it is a matter of Blocking them from the Client Portal. When you block a client contact they will no longer be able to access the company data regarding to jobs that you had completed for their company. If you have automatic invites set up, this blocked client contact will not relieve these. Read more here



These Client contacts can also have their profile unblocked as well.


From a client's perspective, they are able to view booking and project data that is related to their company. They're unable to view any work that you may have done for any other of your clients. They are also unable to view any items in the system you have chosen to be hidden from the client.



Client contacts are able to view:

  • Bookings' current status

  • Booking documents & notes that are not hidden from Clients

  • Booking permits

  • Booking dockets and pocket notes. Excluding the Private notes.

  • Forms submitted on-site

  • Their archived bookings and projects



You're able to check out the client portal from your client's perspective to see how it allows for improved communication and streamlines your operations. All you need to do is create a dummy user account for yourself by following these steps. Read more here



Preview of the Client Portal from a client perspective



Our goals for this application in the future are for your clients to be able to request new bookings, with comprehensive booking management, in-app communications, quoting, and more. We are excited to provide you with this new service and would love to hear your feedback on functionality that would benefit your company.

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SOLUTIONS

 Fleet Management

Manage vehicle bookings, inductions,
maintenance, garage locations and documents.

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 Workforce Management

Schedule bookings, manage employee skills,
inductions, leave and fatigue.

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 Equipment Management

Manage equipment bookings and 
equipment maintenance.

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FEATURES

 Booking & Scheduling

Traffio’s real-time scheduling allows you to view all your jobs, staff and assets immediately.

 Payroll (EBA Calculations)

Streamline operations and eliminate double entry of data with Traffio’s intelligent payroll integration.

 Invoicing

Traffio allows you to bulk and automate your invoicing, streamlining your invoicing efficiencies.

 Mobile App

Always be connected to your staff with the Traffio App.

 Integrations

Traffio Integrates with popular third-party 
software, so you can find more tools to
streamline your operations.

 Safety & Compliance

Traffio notifies you when renewal or expiry dates are approaching, helping you manage your safety and compliance efficiently.

 Reporting

Gain immediate and powerful insight into your daily operations to help you understand how to utilise your workforce and grow your business.

 Equipment Tracking

With Traffio’s equipment management, you will know exactly where your equipment is.

 Forms

Digitalise your paperwork by having all your forms and documents stored in one place.

 Client Management

Store all your client and project details on one platform, making it easy to access contact details and booking information.

PRICING

Pricing

Flexible no lock-in contracts with plans which cater for businesses of all sizes and across multiple industries.

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