Quickly document out-of-scope work from the field by creating a T&M ticket. Use this tool to log labor, equipment, and materials, and to capture required stakeholder signatures on-site.
To appear in the list for the 'Ordered by' and 'Signee' fields, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
To appear in Labor category, people must be listed as employees or workers for your company. See Add Someone as an Employee of Your Company or Add a Worker.
To appear in list for the 'Company' field, the company must have a record in the Project Directory. See Add a Company to the Project Directory.
Statuses
The status is set to 'In Progress' status when created.
The status is updated to 'Ready for Review' when the ticket has been signed by the Company Signee.
The status is updated to 'Field Verified' when the the ticket has been signed by the Customer Signee.
Navigate to the project's T&M Tickets tool.
Click Create.
Fill out the 'General Information' section of the form.
Show/Hide Fields
Ordered By. The person in your project directory that ordered the work.
Location. The location the work was performed.
Reference Number. A reference number for the work.
Performed On. The date the work was performed.
Description of Work. A description of the work that was performed.
In the 'Labor' section, enter labor information. Then click Add.
Show/Hide Fields
Employee. The person in your project directory that performed the work.
Classification. The person's classification.
Time Type. The kind of time to be billed.
Hours. The quantity of hours worked.
In the 'Materials' section, enter information for the installed materials. Then click Add.
Show/Hide Fields
Material. The materials used to perform the work.
Description. A description of the materials.
Unit. The unit of measure for the materials.
Quantity. The quantity of materials used.
In the 'Equipment' section, enter information for the equipment used. Then click Add.
Show/Hide Fields
Equipment. The equipment in your project's equipment tool used to perform the work.
Description. A description of the equipment.
Quantity. The quantity of hours the equipment was used.
In the 'Subcontractors' section, enter the relevant information. Then click Add.
Show/Hide Fields
Company. The company listed in your project's directory.
Description. A description of the company.
In the 'Approvals' section, select the Signees from the drop-down list.
Company Signee. A company signee is a person with signature authority for the company performing the work requested in the ticket.
Customer Signee. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket.
Optional: In the Notes box, type any additional notes you want to add to the ticket.
Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
Click Save to create a T&M ticket is 'In Progress' and actively being worked on.