Projects are the buckets every shift goes into. Clients are who you bill. Both have their own settings — rates, overtime rules, union assignment — that flow down to every shift you log.
Projects (also called Gigs)
- Create a Project for each tour, film, show, or run of work. Set the name, venue, and (optionally) a default location for mileage routing.
- Assign a Client — pick from your client library or create a new one inline. Project rates inherit defaults from the client unless you override.
- Default Position & Rate — what role you typically work and at what rate on this project. Overridable per shift.
- Edit Project — tap the pencil on the project detail screen for basic info (name, venue, client, location, notes, union).
- Project Settings — tap the Settings disclosure for rate rules, overtime, meal penalty, contracted hours, and other advanced configuration.
- Archive vs Delete — archive when a job wraps to keep records but hide from active lists. Delete only if it was created by mistake.
Rate Modes
- Hourly — the default. Pay = hours × rate, with overtime / doubletime / tripletime tiers as configured.
- Day Rate — fixed daily amount regardless of hours. Used for tour modes and flat-fee day calls.
- Day Rate + OT — flat daily up to a threshold, hourly OT past it.
- Weekly Flat — weekly contract amount divided across worked days for daily attribution.
- Travel Day Multiplier — under tour modes, mark a shift as a travel day and apply a multiplier (e.g. 0.5× or 0.75×) to the daily rate.
Overtime & Premium Rules
- OT Threshold — hours per shift after which overtime kicks in (typically 8 hr).
- DT Threshold — hours after which doubletime kicks in (typically 12 hr).
- Triple Time — optional third tier for extreme situations.
- 6th & 7th Day Premium — when you've worked consecutive days, the 6th and 7th can start in OT or DT respectively. The dashboard shows "IN OT" or "IN DT" from minute 0 if a premium tier is active.
- Short Turnaround — if the gap between shifts is below your turnaround threshold, the next shift starts at an elevated tier as configured.
- Weekly Overtime — set a weekly hours threshold; once you cross it, daily OT triggers earlier on remaining shifts in the week.
- Golden Time — premium hours during specified windows (typically late night) at a configured multiplier.
Meal Breaks & Penalties
- Meal Interval — hours between required meal breaks (typically 6).
- Grace Period — minutes of leeway before a penalty triggers.
- Penalty Tiers — escalating amounts (typically $5 / $7.50 / $10 per quarter-hour) for late or missed breaks.
- IATSE Mode — special meal penalty handling for IATSE rules.
- Auto-Add Breaks — Special Functions feature to auto-insert breaks at the meal interval.
Per Diem & Contracted Hours
- Per Diem — flat daily amount on top of pay. Set the amount and toggle inclusion per shift.
- Per Diem Included In Rate — for contracts where per diem is bundled into the day rate, this option subtracts it from labor for tax-correct accounting.
- Contracted Hours — set a total or weekly hours contract. The dashboard shows usage with color-coded alerts as you approach the limit.
Union on a Project
- Union Status — three-state picker: Inherit (use the client's setting), Yes (force union on), No (force off).
- If Yes: pick a Union Local (required) and optionally a CBA. Without a CBA the H&W hours still track but fringe estimates are pending.
- Per-shift override — for the rare sub-call under a different agreement, set a different Local/CBA on the individual shift.
- Full union setup: Library guide.
Clients
- Create a Client for each company you bill or report to. Track contact info, mailing address, and payment terms.
- Edit Client — tap the pencil on the client detail to change name, contact info, employment classification (W-2 vs 1099), union toggle, and CBAs.
- Employment Classification — set per-client. Drives whether earnings appear as W-2 or 1099 in tax estimates.
- Union Toggle — turn on to enable the Contracts row for picking CBAs. Without the toggle, projects under this client are treated as non-union by default.
- Multi-CBA Assignment — when union is on, attach multiple CBAs to a single client (touring crews working multiple contracts). Cross-Local selections show a warning.
- Default Pay Period — weekly, biweekly, semi-monthly, monthly, or per-project. Drives report ranges.
- Pay Week Start Day — which day a workweek begins for OT calculations.
- Glossary Terms — define jargon at the client level so terminology stays consistent.
Tips
- Set defaults on the client first — overtime rules, pay period, work week start. New projects under that client inherit them automatically.
- Override only when different — keep most settings at the client level so changes propagate cleanly.
- One-off project that's different — use Project-level overrides instead of editing the client.
- Archive at wrap — keep your active project list lean.