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Procore

T&M Tickets

With the T&M Tickets tool, workers no longer have to worry about misplacing carbon copy tickets or waiting until they get back to the office to scan, manually enter, or email out-of-scope work requests. Instead, requests and digital signatures are captured in the field on mobile—while also notifying project managers and accountants at the office. This gives your whole team greater visibility into at-risk work that could affect profits.

 
  • Document and track out-of-scope requests on any mobile device
  • Avoid payment disputes by capturing stakeholder signatures in one place
  • Log labor, equipment, and materials used
  • Track ticket status with Procore dashboards

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 Tip

To browse and search all Procore training videos, visit our video library.

Web

Configure T&M Ticket Settings
 
Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a T&M Ticket

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Intro to T&M Tickets

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

Web

Configure T&M Ticket Settings
 
Create a T&M Ticket
 
Request a Signature and Sign a T&M Ticket
 

Mobile

Create a T&M Ticket (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a T&M Ticket

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Intro to T&M Tickets

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


Request a Signature on a T&M Ticket
Request a Signature o...


Create a T&M Ticket
Create a T&M Ticket


START
START
Status updated to 'In Progress'
Status updated to...
Are you ready to collect signatures from the company and customer signees?
Are you ready to collect signatures fr...


Edit a T&M Ticket
Edit a T&M Ticket
Signature Requested
Signature Requested


Sign a T&M Ticket 
Sign a T&M Ticket 


Request a Signature on a T&M Ticket
Request a Signature o...
Status Updated to
'Field Verified'
Status Updated to...


Sign a T&M Ticket
Sign a T&M Ticket
Signature Requested
Signature Requested
Status Updated to 'Ready for Review'
Status Updated to 'Ready for Review'
Send a copy of the signed ticket to your customer?
Send a copy of the signed...


Email a T&M Ticket
Email a T&M Ticket
Associate this ticket with a change event?
Associate this ticket wit...


Create a Change Event from a T&M Ticket
Create a Change Event...
NEW
NEW
EXISTING
EXISTING
Associate ticket with a new change event or an existing change event?
Associate ticket with a n...


Add a T&M Ticket to an Existing Change Event
Add a T&M Ticket to a...
Export to PDF?
Export to PDF?
Status Updated to 'Closed'
Status Updated to 'Closed'


Close T&M Ticket
Close T&M Ticket


END
END


Reopen a T&M Ticket
Reopen a T&M Ticket
LEGEND
LEGEND
Optional Step
Optional Step
Available on Web
Available on Web
'Standard' level permissions or higher on T&M Tickets
'Standard' level permissions or higher on T&M T...
Company Signee
Company Signee
Customer Signee
Customer Signee
'Standard' level permissions or higher on Change Events and T&M Tickets
'Standard' level permissions or higher on Change Events and T&M T...
Available on Mobile
Available on Mobi...


Export a T&M Ticket to PDF
Export a T&M Ticket t...

T&M Tickets 

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a T&M Ticket to a Change Event 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Add Equipment Entries on a T&M Ticket

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Best Practices for Configuring T&M Tickets

 Web

      icon-mindtouch-table-check.png  

Create a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Close or Reopen a T&M Ticket You Created

 Web 

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' permission are only permitted to modify the tickets they create.

Close or Reopen Any T&M Ticket

 Web 

      icon-mindtouch-table-check.png  

Configure Advanced Settings: T&M Tickets

 Web

 

      icon-mindtouch-table-check.png  

Create a Change Event from a T&M Ticket 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Create Equipment from a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Equipment from Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Delete a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Edit a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Edit Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Export a T&M Ticket as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Signature on a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Search and Filter T&M Tickets 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
 

Sign a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

View a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.

Below are the notable changes to the project's T&M Tickets tool. 

Recent Changes

No recent notable changes.