Automatically configure projects with predefined client agreements, operational rules and workforce settings.
How SquidWeb Rate Cards automate project configuration
Creating workforce projects involves much more than assigning a client and scheduling workers.
Different customers may have negotiated rates, specific Crew Modes, catering rules, overtime conditions or location-based agreements. Manually configuring these settings for every project takes time and increases the risk of errors.
SquidWeb Rate Cards centralize these business rules and automatically apply them whenever a new project is created.
One contact, one complete project configuration
When creating a project, selecting a contact does much more than assign a client.
SquidWeb automatically identifies the appropriate Rate Card and applies its predefined configuration to the project.
This includes client agreements, workforce settings and operational parameters, ensuring every project starts with the correct configuration.
If multiple Rate Cards match, SquidWeb automatically selects the first active Rate Card based on the configured priority.
Configure projects automatically
Rate Cards can be assigned to:
- Companies
- Clients
- Crew members
- Suppliers
- Co-suppliers
- Job functions
- Regions
- Locations
- Individual venues
- Specific date ranges
This allows organizations to standardize project setup while remaining flexible enough to support customer-specific agreements and operational requirements.
More than workforce rates
Rate Cards define much more than hourly rates.
Depending on your configuration, they can automatically apply:
- Crew Modes
- Project types
- Client billing conditions
- Crew payment rules
- Minimum call times
- Break settings
- Night hour definitions
- Weekend and public holiday rules
- Catering rules
- Project colours
- Additional charges and allowances
Every project follows your organization’s predefined standards without requiring manual configuration.
Save time and improve consistency
Instead of manually configuring every new project, planners simply select the client and create the project.
SquidWeb automatically applies the appropriate business rules, allowing teams to focus on workforce planning rather than administrative setup.
The result is faster project creation, greater consistency and fewer configuration errors across daily operations.
Built for complex workforce operations
Whether you manage multiple companies, locations, customers or workforce agreements, SquidWeb Rate Cards help ensure every project follows the correct commercial and operational framework.
From the first project to thousands of workforce assignments, the same business logic is applied automatically and consistently.
Want to simplify project configuration?
Request a demo and discover how SquidWeb Rate Cards automatically apply commercial conditions, operational rules and project settings for every project.
