Create a T&M Ticket (Web)

Éléments à prendre en compte

Steps

  1. Navigate to the project's T&M Tickets tool.

  2. Click Create.

  3. Fill out the 'General Information' section of the form.

    Afficher/Masquer les champs

    • 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.

  4. In the 'Labor' section, enter labor information. Then click Add.

    Afficher/Masquer les champs

    • 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.

  5. In the 'Materials' section, enter information for the installed materials. Then click Add.

    Afficher/Masquer les champs

    • 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.

  6. In the 'Equipment' section, enter information for the equipment used. Then click Add.

    Afficher/Masquer les champs

    • 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.

  7. In the 'Subcontractors' section, enter the relevant information. Then click Add.

    Afficher/Masquer les champs

    • Company. The company listed in your project's directory.

    • Description. A description of the company.

  8. 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.

  9. Optional: In the Notes box, type any additional notes you want to add to the ticket.

  10. Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.

  11. Click Save to create a T&M ticket is 'In Progress' and actively being worked on.

Create Equipment Entry (Android)
Create a T&M Ticket (iOS)