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Set Up Travel Time Billing

Choose whether and how MetaFleet charges customers for technician travel, and set the rate, rounding and minimum.

For: Owners and admins · Time: ~3 minutes

Quick summary

  1. Go to Settings › Pricing & Rates and open the Travel Time tab.
  2. Click Edit on the Travel billing card and pick How travel is charged.
  3. Choose the Travel rate, Round to, Minimum billable and Return trip.
  4. Click Save.

Before you start

  • Travel is billed as an hourly charge. Decide if you want one flat hourly rate or your Time-Based Rates.
  • To use the time-based rate, turn on Time-Based Rates first. See Set Up Time-Based Labor Rates.

Open the Travel Time tab

Go to Settings › Pricing & Rates, then click Travel Time. The Travel billing card shows the current setup.

Looking for it under Fees & Surcharges? Travel billing is set here, on the Travel Time tab. Fees, surcharges and late fees are on Settings › Fees & Surcharges (see Set Up Fees and Surcharges).

Choose how travel is charged

Click Edit, then open How travel is charged.

How travel is charged menu on the Travel billing card with Tracked drive time, By distance and Not billed

  • Tracked drive time: bills the drive time the technician clocks on the way to the job. Dispatch can adjust it on each order.
  • By distance: bills from the map distance between your nearest Service Area and the job, out and back. MetaFleet turns the distance into an estimated drive time and bills it at the hourly rate, so this mode also asks for a rate per hour.
  • Not billed: MetaFleet adds no travel on its own. Travel is still tracked for reporting.

Orders at one of your own Service Areas (in-shop work) never bill travel, in any mode.

Set the travel rate

Open Travel rate and pick one:

Travel rate menu with Flat rate and Time-based rate options

  • Flat rate: one set price per hour for travel. Type the amount in Rate per hour.
  • Time-based rate: uses your Time-Based Rates (day, night, weekend and holiday), picked by the local time at the job site's address (if it has none, the service location's time zone, then your default time zone). If the customer has its own rate overrides, travel is priced at those. It is greyed out until Time-Based Rates are on.

Set rounding, minimum and return trip

Travel billing edit form set to Tracked drive time with rate, rounding, minimum billable and return trip fields

  1. Round to: choose 5 min or 15 min. Billed travel rounds to this step. Drives are timed to the second. The order's total travel is rounded once to the nearest minute, then to this step.
  2. Minimum billable: enter the fewest minutes to bill (up to 480), or 0 for no minimum.
  3. Return trip: choose Round trip to bill there and back, or One way to bill the drive to the job only. With Round trip, the drive back is billed the same as the earliest drive out.

The minimum applies once per order. It applies to the order's total travel, not to each drive.

Return trip only shows for Tracked drive time. By distance always bills the round trip.

Travel billing edit form set to By distance, with no Return trip field

Save and check the result

Click Save. The card then shows the mode, the rate, and your Round to, Minimum billable and Return trip values.

Changes apply going forward.

  • They apply to new orders and to repair and tow orders not yet invoiced. Invoiced orders keep what they were billed.
  • Switching to Not billed removes the automatic travel line from those orders at the next billing pass. A line dispatch set by hand stays.
  • Orders that began as an estimate get no automatic travel. PM and inspection visit invoices keep an automatic travel line already on a draft.
  • A customer with its own Travel billing card on its company page keeps that setup instead. See Set Company Rates and Customer Billing Overrides.

Billable travel is added to the estimate and invoice total. On each order, travel appears as a Travel time line in the Invoice Summary, under Subtotal (labor & parts) and above fees and Taxes, marked "taxed as labor". Dispatch with the Manage All Complaints permission can click Edit to change the billed travel, or the × next to the line to remove it. On repair and tow orders, each change is added to the order history, for staff only.

Check how travel is taxed

Below the card, Where travel time lands shows the tax class for travel and which tax groups tax it. To change tax groups, go to Settings › Pricing & Rates › Taxes.

Troubleshooting

SymptomLikely causeFix
Travel never appears on estimates or invoicesHow travel is charged is set to Not billed, or the order began as an estimate (no automatic travel)Edit the card and pick Tracked drive time or By distance.
Time-based rate is greyed outTime-Based Rates are offTurn on Time-Based Rates, or choose Flat rate. See Set Up Time-Based Labor Rates.
No travel line on one orderThe order's address is one of your Service AreasTravel is only billed for field work, so in-shop orders never get a travel line.
There is no Return trip fieldBy distance is selectedSwitch to Tracked drive time. By distance always bills the round trip.
An invoiced order still shows the old travel chargeInvoiced orders keep what they were billedThe new setup applies to new orders and to repair and tow orders not yet invoiced.
The card still shows my edits after I clicked CancelThe card keeps the unsaved values on screenReload the page. It shows the saved setup.

FAQs

Does the minimum apply to every drive?
No. It applies once, to the order's total travel. Enter 0 for no minimum.

Which orders does a change affect?
New orders and repair and tow orders not yet invoiced. Invoiced orders keep what they were billed. A customer with its own Travel billing card keeps that setup.

Can dispatch change the travel on one order?
Yes. On the order's Invoice Summary, click Edit on the Travel time line to change the billed travel, or the × next to it to remove it. After removing it, click + Add travel time to put it back.

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