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T&M tickets: from the field to a priced change

Extra work that isn't written down the same day is hard to get paid for. Follow one ticket for extra fire-stopping on Riverside's level 3, from the field to a priced change, including the one step the app doesn't do for you.

Workflow explainer5 min readSample data · Riverside Medical Center

The honest version

One step is yours

A T&M ticket doesn't create or link to a change event in the app today. You carry it across: create the change event yourself and attach the approved ticket as backup. From the change event on, the links are stored.

  1. 01T&M ticketDraft → Submitted → Approved
  2. 02Change eventYou create it; same cost codesManual step
  3. 03PCOCreate PCO from Change Event
  4. 04Change orderApproved and executed
  5. 05Pay appExecuted COs added

Stored links from here onNo link: you create it and attach the ticket

Step by step

Ticket to change order

01 Write the ticket the same day

In T&M Tickets (under Financials), a ticket needs a title and a work date. Each line is Labor, Equipment or Material with a description, quantity, unit, unit cost and cost code; the amount is quantity × unit cost and the ticket total is the sum. It starts as a Draft. Attachments are added as a name and a link, for example to photos stored elsewhere.

Ticket T&M-031 · extra fire-stopping, L3 corridor (illustrative)
TypeDescriptionQtyUnit costAmount
LaborPipefitter, 2 × 8 h16 h$92$1,472
LaborForeman8 h$108$864
EquipmentScissor lift, 1 day1 day$310$310
MaterialFirestop sealant12 tube$38$456
Ticket total$3,102

02 Submit with the signer's name, then review

Submit records the field signer's name in Signed By: a typed name, not a drawn signature. An admin then Approves or Rejects it; a rejected ticket can be submitted again. Changing line items clears the approval and signature and sends it back to Draft, so an approved ticket is the one that was signed.

A saved T&M ticket in Draft with a Labor line of 6 hours at $68, a $408 grand total, a progress strip of field ticket, signed, reviewed and commitment, and the Signed By field next to the Submit button.
A saved ticket in Draft: lines, totals, and Signed By next to Submit. Recorded in the app · sample data

03 Create the change event yourself

This is the manual step. Open a change event, add lines on the same cost codes as the ticket, and attach the approved ticket (or its link) as backup. If the ticket came from an RFI, name the RFI as the change event's origin, so the question and the cost stay connected.

A change event record with a chain strip of change event, RFQs, PCOs, change orders and budget change, a cost line item by cost code, and an Attachments panel with file name and URL fields.
A change event: lines by cost code, and an Attachments panel for the ticket. Recorded in the app · sample data

04 Price it, with markup, on the PCO

Tickets have no markup: lines are quantity × unit cost. Markup belongs on the change, per your contract. Create PCO from Change Event copies the lines, and from there it follows the normal path to an approved, executed change order and the next pay app.

From cost to price

$3,102 of tickets, $3,567 of change

The ticket total is cost. The priced change adds markup at the rate your contract allows. Illustrative sample data and markup rate; check your contract, and try the change order markup calculator.

Waterfall from T&M ticket lines to a priced change, illustrativeLabor $2,336, equipment $310 and material $456 make a $3,102 ticket total. Markup at 15% adds $465 for a $3,567 priced change.$0K$1K$2K$3K$4KLabor: $2,336$2,336LaborEquipment: $310$310EquipmentMaterial: $456$456MaterialTicket total: $3,102$3,102Ticket totalMarkup 15%: $465$465Markup 15%Priced change: $3,567$3,567Priced change
Adds to the totalTotal

Keep going

Sample project included

Try this workflow on the sample project

Every trial workspace includes a sample project with sample data, so you can follow these steps in the app before touching a live job.

Try it on the sample project

Want this on live job data?

T&M tickets, change events and change orders are live in os.construction. Tickets don't link to change events automatically, and there's no drawn signature or PDF export today.

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All figures are illustrative sample data, not a real project. Contract terms and state law decide how retainage, stored materials and change orders work on your job. Check both.

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