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Procore

T and M Tickets Tool SOP

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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.

HIGHLIGHTS
  • 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

Company Best Practices/ Intro

Project Managers:

 

Superintendents:

 

 

 

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Timesheets Tool Step By Step Tutorials and "How To's"

T&M Tickets


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...