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Procore

Manage T&M Tickets

Objective

To manage time and material tickets in the project's T&M Tickets tool.

Background

Procore's Project level T&M Tickets tool prevents you from having to track down, email, scan, and manually enter lost paper tickets and carbon copy forms. Instead, your field personnel can create a digital T&M ticket to document out-of-scope work at the time of the request. It also collects stakeholder signatures, labor, equipment, and materials used. Tickets are immediately available in Procore and status can be tracked by your team at the office, so no one carries the burden of proceeding at risk.

Steps

Create a T&M Ticket

See Create a T&M Ticket OR click here to view the steps.


  1. Navigate to the project's T&M Tickets tool.
  2. Click Create.
  3. Enter the appropriate information in the following fields:
    Note: Fields with an asterisk (*) are required.
    • 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 User Account to the Project Directory.
    • Location: 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.
    • Reference #: Enter the Change Order number that will be associated with the T&M ticket.
    • Performed on*: This field defaults to the current day. Click on the field and select a date from the calendar to change it.
    • Status: T&M Tickets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the ticket has been signed by the Company Signee. When the Customer Signee has signed and verified the ticket, the status will update to 'Field Verified'.
    • Description of work*: Enter a short description of the work for the T&M Ticket.
  4. In the 'Labor' section, click on the following fields to enter information as needed:
  5. Click Add.
  6. In the 'Materials' section, click on the following fields to enter information as needed:
    • Material*: Enter the type of material used. 
    • Description: Enter a description of the material or the invoice number for material delivery.
    • Unit*: Select a unit of measurement from the dropdown menu.
    • Quantity*: Enter the number of materials needed.
  7. Click Add.
  8. In the 'Equipment' section, click on the following fields to enter information as needed:
    • Equipment*: Select the equipment used from the dropdown menu.
      NoteUsers with 'Standard' or higher permissions to the T&M Tickets tool can add additional equipment.
    • Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
    • Quantity*: Enter the number of hours the equipment was used.
  9. In the 'Approvals' section, under 'Company Signature', click on the Signee/Signature drop-down menu and select the appropriate person from your Project level Directory who will sign on behalf of your company to verify the Ticket information.
    Notes: 
    • Signatures can be created on any mobile device. See Sign a T&M Ticket (iOS) or Sign a T&M Ticket (Android) for more information.
    • The date is applied when the signature has been signed, and cannot be entered on the web application when creating a ticket.
  10. In the 'Approvals' section, under 'Customer Signature', click on the Signee/Signature drop-down menu and select the appropriate person from your Project level Directory who will sign on behalf of the customer to verify the Ticket information.
  11. In the Notes text field, type any additional notes you would like to see on the ticket.
  12. In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
  13. Click Save.

Close or Reopen a T&M Ticket

See Close or Reopen a T&M Ticket OR click here to view the steps.


  1. Navigate to the T&M Tickets tool.
  2. Click View next to the ticket you want to close.
  3. In the banner at the top of the page, click one of the following options:
    • Close Ticket: This option will appear if a ticket is still open.
    • Reopen Ticket: This option will appear if the ticket has been closed.
  4. Optional: To close or reopen multiple tickets, do the following:
    1. Mark the checkbox next to the tickets you want to close or reopen.
      OR
      Mark the checkbox in the top column to select all tickets on the list.
    2. Click Bulk Actions.
    3. In the drop-down menu, click Close or Reopen.

Create Equipment from a T&M Ticket

See Create Equipment from a T&M Ticket OR click here to view the steps.


  1. Navigate to the T&M Tickets tool.
  2. Click Create to add equipment to a new T&M Ticket.
    OR
    Click Edit next to the T&M Ticket you want to add equipment to.
    Note: Editing the 'Equipment' section on a T&M ticket that has been approved will remove the approval signature, and the ticket will need to be approved again.
  3. Click Select Equipment.
  4. Click the + Add Equipment button at the bottom of the drop-down list.
  5. Under 'Equipment name', type the name of the equipment you're adding.
  6. Under the text box, click Add.
  7. Complete the Equipment entry by completing the following fields:
    • OPTIONAL: Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
    • Quantity: Enter the number of hours the equipment was used.
  8. Click Add to complete the equipment item entry.

Delete or Restore a T&M Ticket

See Delete or Restore a T&M Ticket OR click here to view the steps.


Delete a T&M Ticket

  1. Navigate to the T&M Tickets tool.
  2. Click View next to the T&M ticket you want to edit.
  3. Click the Delete icon-delete-trash4.png icon.

Restore a T&M Ticket

  1. Navigate to the T&M Tickets tool.
  2. Click Recycle Bin.
  3. Click Restore next to the ticket you want to restore.

Edit a T&M Ticket

See Edit a T&M Ticket OR click here to view the steps.


  1. Navigate to the T&M Tickets tool.
  2. Click Edit next to the T&M ticket you want to modify.
     Important
    Editing the 'Labor', 'Equipment', or 'Material' sections will remove any signatures and will require the ticket to be verified again.
  3. You have the following options when editing:
    • Edit: Click on a field to enter or select new information.
    • Delete: Click the Delete icon-delete-trash4.png icon across from a line item in a section to remove it.
    • Add: Click Add to add a line item to a section.
  4. Update the T&M ticket information as needed.
    For descriptions of each field on a T&M ticket, see Create a T&M Ticket.
  5. Click Update.

Export a T&M Ticket as a PDF

See Export a T&M Ticket as a PDF OR click here to view the steps.


There are two ways to export T&M Tickets as PDFs:

Export a T&M Ticket from the List View

  1. Navigate to the project's T&M Tickets tool.
  2. To export a T&M ticket from the list view, click the Export PDF  icon under the 'PDF' column of the ticket you want to export.
    The ticket will download in a new browser tab.

Export a T&M Ticket from the Details View

  1. Navigate to the project's T&M Tickets tool.
  2. To export a T&M ticket from the details view, click View next to the ticket you want to export a PDF for.
  3. Select 'PDF' from the Export drop-down menu.
    The ticket will download in a new browser tab.

Request a Signature on a T&M Ticket

See Search and Filter T&M Tickets OR click here to view the steps.


  1. Navigate to the project's T&M Tickets tool.
  2. Under All Tickets, locate the ticket that you want to request the signature for. 
  3. Click Edit
  4. Scroll down to the Approvals section. Then select the appropriate signee, you have these options:
     Note
    To appear as a selection in the Signee drop-down list, the Procore user must be added to the Project Directory. See Add a User Account to the Project Directory or Bulk Add Users and Companies to a Project Directory.
    • Under Company Signature, choose the person at your company responsible for signing your ticket from the Select Company Signee drop-down list. 
    • Under Customer Signature, select the person with signature authority for your customer from the Select Customer Signee drop-down list.  
  5. Click the appropriate Request Signature link. 
    Procore immediately sends an email message to the designated 'Signee' informing that person about the ticket needing a signature. After that person signs the ticket,  you will receive an email message to inform you the ticket was signed. 
     Tip
    • If your 'Signee' doesn't respond to your email message with a signature, the label on the Request Signature button changes to Send Reminder after you send the initial request. You can click that button to send a reminder about your request. 
     

Search and Filter T&M Tickets

See Search and Filter T&M Tickets OR click here to view the steps.


  1. Navigate to the project's T&M Tickets tool.
  2. Enter a word or phrase in the search bar.
    From here, you can press Enter on your keyboard to search or proceed to the next steps to refine your search.
  3. Click Add Filter.
  4. From the drop-down menu, you can filter results by the following options:
    • Created on
    • Created by
    • Location
    • Ordered by
    • Status
    • Performed on
  5. Select an option from the menu that appears for the selected filter.
  6. Optional: Click the Remove icon-delete-x2.png icon to remove the filter from your search.
  7. Optional: Click Clear All to clear all filters from your search.

Sign a T&M Ticket

See Sign a T&M Ticket OR click here to view the steps.


  1. Open your email program. 
  2. Open the 'Signature Requested' email message.  
  3. Click the View in Procore button. This opens the T&M ticket in a browser window.  
     Note
    If you are not currently logged into Procore, you will be required to enter your login credentials before Procore will display the T&M ticket. If you have not logged into Procore before, see How to Log in to Procore Web (app.procore.com) for assistance. 
  4. Scroll down to the Approvals section.  
  5. Depending on your role, click one of these links:
    • Under 'Company Signature' click the Provide Signature link.  
    • Under 'Customer Signature', click the Provide Signature link. 
  6. In the Sign Below pop-up window, use your computer's touchpad or touch screen to draw your signature with your finger. If you want to redraw your signature before submitting it, click the 'x' in the top right corner of the GRAY signature area.  
     Important
    Signatures cannot be undone once you click Sign. Make sure all information on the T&M ticket is correct before proceeding with the next step. 
  7. Click Sign.

View a T&M Ticket

See View a T&M Ticket OR click here to view the steps.

  1. Navigate to the T&M Tickets tool.
  2. Click View next to the ticket you want to view.
  3. The following information is viewable on the ticket:
    Note: Some optional fields may be absent from the ticket if the creator of the ticket did not complete the fields.
    • General Information: Information about the ticket such as the project, location, status, and description.
    • Labor: The employees who worked or will work on the ticket and their Classification, Time Type, and Hours.
    • Materials: The materials needed to complete the work, including Description, Unit of measurement, and Quantity.
    • Equipment: The equipment needed to complete the work, including Description and Quantity of hours.
    • Approvals: This includes the 'Company Signature' and 'Customer Signature'.
    • Date: If applicable, the date that the ticket was signed by the Company and the Customer.
    • Notes: Additional notes that have been added to the ticket.
    • Attachments: Includes any attachments such as photos, emails, forms, or other documents.