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Procore

Create a T&M Ticket (iOS)

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Objective

To create a Time and Materials ticket in the T&M Tickets tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's T&M Tickets tool.

Steps

  1. Navigate to the T&M Tickets tool using an iOS mobile device.
  2. Tap the Create  icon.
  3. Tap into the following fields to enter the appropriate information:
    Note: An asterisk (*) indicates that the field is required.
    • Description*: Enter a short description of the work for the T&M Ticket.
    • Status: The status of your ticket will update automatically when certain conditions have occurred.
      • In Progress: This is the default status when a ticket is created and has not been signed by the Company or Customer Signee.
      • Ready for Review: The ticket will update to this status when the assigned Company Signee has verified the ticket's labor, equipment, and material to indicate that it is ready for customer review.
      • Field Verified: The ticket will update to this status when the Customer Signee has verified and signed it.
      • Closed: Tickets can be set to 'Closed' status on the desktop app to indicate that the ticket is closed or has been sent to the client and should not be edited.
        Note: Tickets can only be moved to the 'Closed' status on the desktop app and cannot be edited on the mobile app. To edit a closed ticket, you will need to reopen it from the desktop app. For instructions on how to close or reopen a ticket, see Close or Reopen a T&M Ticket.
    • Performed On*: This field defaults to the current day.
    • Locations: Tap to select the location where the work is being performed.
      Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
    • Ordered by: Select the users who ordered the ticket.
      Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS).
    • Reference #: Enter the Change Order number that will be associated with the T&M ticket.
  4. Tap the Camera  icon to take a picture.
    OR
    Tap the Library  icon to upload a picture from your mobile device.
    OR
    Tap the Files  icon to add an attachment.
  5. In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
    • Employee*: Select the employee from the Workers list.
      Note: To add a worker to the list, see Add a Worker (iOS).
    • Classification: Select the employee’s classification from the list.
    • Hours*: Enter the number of working hours the employee performed.
    • Time Type: Select the time type for the work.
  6. Tap Apply.
  7. In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Material*: Enter the type of material used. 
    • Material Description: Enter a description of the material or the invoice number for the material delivery.
    • Unit*: Select a unit of measurement from the list.
    • Quantity*: Enter the quantity of materials needed.
  8. Tap Apply.
  9. In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
    • Equipment Name*: Select the equipment used from the list.
    • Equipment Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
    • Hours*: Type in the number of hours the equipment was used.
  10. Tap Apply.
  11. In the 'Approvals' section, under 'Company Signee', select the user from the list.
  12. Under 'Customer Signee', select the customer name from the list.
  13. Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
  14. Tap Save.