A front office built for high-volume dispatch

The desk where margin is won or lost

By the time an order reaches payroll, the profit on it has already been decided. It was decided when someone quoted a bill rate, when someone agreed to a job site’s particular overtime arrangement, and when someone dispatched a worker whose credential expired on Tuesday.

The front office is where all of that happens, which is why in Staffing Complete it is not a separate CRM bolted onto an accounting system. The customer record and the billing rules are the same record.

Customers, contacts, and job sites

A customer in Staffing Complete carries far more than a name and an address:

• Contacts and demographics — the people you actually deal with.
• Job sites — because a customer with four warehouses is operationally four places, each with its own supervisors, shift patterns, and sometimes its own billing arrangement.
• Default work weeks — the week boundary that decides where overtime falls.
• Invoice creation settings — how this customer wants to be billed, applied automatically rather than remembered.
• Credit terms and PO limits — what you agreed, visible where it matters.
• Rules, notes, and checklists — the account-specific things that otherwise live in one recruiter’s head.
• Activity, order history, and placements — what you have actually done for them.

The checklist is worth dwelling on. Onboarding a new customer involves a repeatable set of steps — insurance certificates, safety requirements, site orientation arrangements, billing setup — and a checklist on the account means the tenth customer gets onboarded the way the first one did.

Quoting before you commit

The Quotes module exists because a bill rate is not a number you can arrive at by adding a percentage to the pay rate and hoping.

The real cost of an hour includes payroll taxes, unemployment, workers compensation at the class rate for that specific work, benefits where they apply, and fringe on prevailing wage jobs. A markup that clears comfortably on a clerical placement can be underwater on a roofing crew, because the workers comp rate is different by a multiple, not by a few points.

Quotes let you model that before you say yes. Quote types, quote deductions, printed quote letters, and email history mean the number you gave the customer is recorded and retrievable when they ask about it eight months later.

Scheduling and dispatch

The Calendar module handles the day-to-day: creating events, viewing coverage, and seeing what is booked where. For agencies filling shift-based work across multiple job sites, this is the view that answers “who is where tomorrow, and where is the hole.”

Dispatch is where high-turnover verticals live or die, and it is the reason daily pay shows up as a fill-rate tool rather than a payroll preference — the schedule you can fill on Friday morning is the schedule people showed up for.

Reminders, so nothing goes quiet

Reminders carry current and past items with subscriptions, which turns three chronic staffing failures into scheduled work:

1. Credential expiry. A certification lapses and somebody is on site who should not be. Credentials live on the personnel record, and the reminder is what makes them actionable.
2. Assignment end dates. An assignment ends and nobody redeploys the worker, so a trained, cleared, available person walks to another agency.
3. Account follow-up. A customer stops ordering and nobody notices for a quarter.

Where the front office hands off

Everything here flows forward. The order and its rates become the payroll and the invoice through pay and bill. The hours arrive from time and attendance. The margin you quoted gets checked against the margin you achieved in reporting.