Time & Material Tickets (T&M) (Mobile)

User Personas: Admin | Project Management | Field User

Time & Material (T&M) Tickets allow you to track field work that falls outside of your original contract scope, including labor, materials, equipment, and other costs. Use T&M tickets to document extra work clearly and get sign-off from your customer.

To perform the actions described in this article, a User must have the Time & Material Tickets - General Permissions (all), Share, and Show Dollar Amounts permissions. If you are an Admin User you can update your permissions by following the steps here: Set Up User Permissions or you may contact an Admin User to adjust your permissions. 

Use the links below to quickly jump to a topic:

• Permission Settings
• Project T&M Log
• Managing T&M Tickets
  • Create a T&M Ticket
  • Edit a T&M Ticket
  • Sign a T&M Ticket
  • Remove T&M Signature
  • Email a T&M Ticket
  • Project Mailbox
• Frequently Asked Questions

Permission Settings

When creating Time & Material tickets, some clients may need to populate tickets with labor or material costs and others may not. 

For Users who do not need to populate rates in their T&M tickets, the Show Dollar Amounts permission group setting should be set to No. For Users who need, or want, the option to populate rates in a T&M tickets, the Show Dollar Amounts permission group setting should be set to Yes. 

If you are an Admin User you can update your permissions by following the steps here: Set Up User Permissions or you may contact an Admin User to adjust your permissions. 

Project T&M Log

To access the project T&M log:

1. Select a project
2. Select T&M Tickets on the documents menu
3. View T&M Ticket details such as Ticket No., Ticket Status, Created By, Date Created, Grand Total Cost, and COR Reference.
   

Managing T&M Tickets

Create a T&M Ticket

To create a ticket from the T&M Tickets Log:

1. Select + ADD

   
    

2. Fill in the fields as necessary and select the checkmark to save. 
    
   1. The date (required) will auto populate upon the day of creation and can be edited as needed
   2. The Ticket No. will automatically generate, starting at 1, unless otherwise specified
   3. Utilize the Reference # and COR Reference # field(s) to keep track of the documents the T&M Ticket is applicable to

   4. Choose a status to track the progress of your T&M Ticket. The ticket will default to Pending Approval, but additional status options include:

      

   5. Enter Scope of Work details and category details to record the work performed and materials/equipment used. An option to enter rates for each line item will only be available for Users with the "Show Dollar Amounts" permission active. 
   6. Include media and attachments as desired
       

Edit a T&M Ticket

From the T&M Tickets Log:

1. Select the T&M ticket desired
2. Select the Actions Button and select Edit
3. Update the necessary fields
4. Select the checkmark to save

Sign a T&M Ticket

A key component of the T&M Ticket is that it is signed by a supervisor in the field to verify the work completed. In order to sign a T&M ticket, the ticket must first be created and saved. To sign a ticket: 

1. Select the T&M ticket desired
2. Select the Actions Button and select Sign
   
    
3. Signers will have the option to draw or type their signature
   

The following disclaimer is at the bottom of the signature box: "I agree that by signing this document electronically, I am creating a legally binding electronic signature that has the same legal force and validity as a handwritten signature, subject to and in accordance with all applicable laws and regulations."

By default, the "Email Doc" is selected.  The recommended workflow is that all signed tickets be emailed to be sure all parties have a record. Click the checkbox to deselect it if you do not want to immediately email the T&M Ticket. 

4. Once confirmed, select ACCEPT AND SIGN

5. If the Email Doc box is checked, follow the steps as noted in Email a T&M Ticket

Remove T&M Signature

From the T&M Tickets Log:

1. Select the T&M ticket desired
2. Scroll below the signature and select REMOVE SIGNATURE
   
3. Select Continue on the confirmation modal to remove the signature

Email a T&M Ticket

From the T&M Tickets Log:

1. Select the T&M ticket desired
2. Select Email
3. Fill in To, CC, BCC, Subject, and Comment fields as necessary
4. Select which attachments to include
5. Choose the desired display option
   • By default, the PDF will not include rate information. Users granted Show Dollar Amount permissions, can choose to have the rates included in the pdf by selecting the T&M Ticket Details option.
     
6. Select the arrow to SEND

If T&M Tickets are typically sent to the same individuals, a default distribution group can be created at the project level to save time in selecting names. Project Settings > Documents

Project Mailbox

Users may view all outgoing T&M tickets, as well as other documents emailed directly from eSUB, by selecting:

1. A project
2. Project Mailbox above the Documents and Project Drive tabs
3. Outbox

 Click to view sent messages and correspondence. For more information see: Project Mailbox (Mobile)

Frequently Asked Questions

To view FAQs related to Time and Materials Tickets, or all other tools, see: Frequently Asked Questions (FAQ)