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Daily Reports · T&M tickets

T&M tickets the GC signs on site — numbered, locked and emailed.

Write up the extra work while the crew is still on the slab: labor, equipment, materials and photos on one ticket. Hand the phone or tablet to the GC’s rep to sign, and it locks with the project’s next number; email the branded PDF from the same screen.

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A signed T&M ticket — ticket #001 for Westside Air Cargo Facility: the work, the general contractor and PCO reference, and six people’s Straight Time and Overtime.

Why it matters

Extra work you can’t prove is extra work you don’t get paid for.

The GC’s super asks for a curb re-poured after a lift breaks it, a crew waits two hours on another trade, an ASI adds embeds the morning of the pour. If it lives on a carbon copy in a truck or a text thread, it gets argued about weeks later. A T&M ticket — some call it a T&M tag — written and signed the same day ends the argument before it starts.

Write it up

Everything the extra work took, on one ticket.

  • The type: T&M, Change Order or Directed Extra, for the project and the day (up to 60 days back).
  • The work: what was done, the area, who directed it, and the GC’s reference — a PCO, RFI or ASI number.
  • Labor: people from the crew list or typed in, subs and temps with their company, and Straight Time, Overtime and Double Time for each.
  • Equipment, materials, photos and notes: equipment hours, material quantities with their units, and pictures of the job.

A ticket saves itself as a draft while it’s written, and the screen reads in English or Español.

The signature

Hand the device to the GC’s rep.

Sign & Finish opens the signing sheet: a summary of the work and its totals, then a name, a title and a finger signature. Finish & Lock gives the ticket the project’s next number (#001, #002…) and locks it.

The signature covers exactly the version on the screen. Change the ticket later and the office unlocks it to correct it, which takes the signature off. GC not on site? Finish it Unsigned with its number, email it as written notice, and get the signature when the rep is back.

The GC Signature sheet — a summary of the ticket’s work and totals, the superintendent’s name and title, a finger-drawn signature, Finish Without GC Signature, and Finish & Lock.

Send it

The GC’s copy goes out from the job.

Email lists the project’s contacts, the GC’s people first and your own team next, with the branded PDF already attached. Pick who gets it, add an address if you need one, and send. Every send is logged on the ticket, and Export PDF saves the same file.

The Email Ticket sheet — the ticket PDF attached, the GC’s project manager and superintendent and our operations manager checked, and a prefilled message with the ticket’s totals.

The PDF

Every line, and the signature it was signed with.

Your letterhead, the ticket number, the project and GC, the work, a labor table with Straight Time, Overtime and Double Time, equipment and materials — then two signature blocks: your preparer and the GC’s rep, with the time they signed and a signature reference.

The two-page T&M ticket PDF — ticket #001 for Westside Air Cargo Facility: project, GC and reference, the description of work, labor with Straight Time and Overtime, equipment, materials, notes, and the GC superintendent’s signature.

The log

Unsigned, signed, billed — the office sees all of it.

Every project’s tickets in one list, with tiles for what’s still unsigned and the labor and equipment hours on them. Filter by project or status, Mark Billed as the office bills them, and Export Log to Excel — exactly the rows on the screen.

The T&M Tickets log — tiles for tickets, unsigned, labor hours and equipment hours, project and status filters, and tickets across several jobs marked Draft, Unsigned and Signed.

On iPhone

Its own tab, right beside the Schedule.

In Planning Ops for iPhone, T&M Tickets sit on their own tab next to the pour schedule and Daily Reports: start the ticket, add the hours, and hand the phone over. On iPad they live in Daily Reports, next to the report the same crew filed.

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Planning Ops for iPhone — the T&M Tickets tab beside Schedule: New Ticket, tiles for tickets, unsigned, labor and equipment hours, and the day’s tickets.

Payroll stays clean

Ticket hours are never paid twice.

The day’s daily report is still the payroll source: its crew hours post to time tracking once. A ticket records which of those hours were extra, so it never posts hours of its own — and the day’s report lists its tickets and prints them in its PDF.

Quantities, not prices

What the GC signs is what happened.

A ticket carries hours and quantities, never dollars. The office applies its own rates when it prices the change, so nobody on the slab is negotiating a number — the signature is only about the work.

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Not ready for software?

The free T&M ticket template.

One printable page with the same fields — type, who directed it, labor with Straight Time, Overtime and Double Time, equipment, materials and both signatures — plus an Excel workbook with a ticket log and an office pricing tab. Free, no email. Download the T&M Ticket (PDF) →

How to fill it in so it gets paid →

Keep exploring

T&M tickets — common questions

What is a T&M ticket?
A time-and-materials ticket — also called a T&M tag or an extra-work ticket — is the field record of work done outside the contract: what was done, where, who directed it, and the labor, equipment and materials it took, written up the day it happens and signed by the GC’s rep. It is what a sub points to when the extra work gets billed.
What’s the difference between a T&M ticket and a change order?
The T&M ticket is the record of the work, signed on the day. The change order is the contract change that pays for it, usually priced and approved later in the office. In Planning Ops one ticket carries a type — T&M, Change Order or Directed Extra — so the field record matches how the GC will process it.
Can the GC sign on a phone or tablet?
Yes, on the device in hand: iPhone, iPad or a tablet browser. Sign & Finish opens a signing sheet in English with a summary of the ticket; the GC’s rep types a name and title and signs with a finger, and Finish & Lock gives the ticket the next number for that project and locks it.
What if the GC’s rep isn’t on site, or won’t sign?
Finish it anyway. Finish Without GC Signature locks the ticket as Unsigned with its number, so it can go out by email the same day as written notice. Get GC Signature adds the signature when the rep is back.
Can a ticket be changed after it’s signed?
Not quietly. A finished ticket is locked. The office can Unlock to Correct: the ticket keeps its number and the GC’s signature comes off, because a signature only covers the version the GC saw. Mark Billed and Void are office actions too, and a voided ticket keeps its number.
Do T&M ticket hours go to payroll?
No. They are hours already on the day’s daily report, and the report is what posts to time tracking — once. The ticket records which of those hours were extra work, so nothing gets paid twice.
Does the ticket show dollar amounts?
No — quantities only: labor hours, equipment hours and material quantities. The office applies its rates when it prices the work, so what the GC signs is what happened, not what it costs.
Does it work in Spanish?
The ticket screen switches between English and Español for the crew. The GC’s signing sheet, the PDF and the email stay in English, so the GC reads the same statement every time.
What does it cost?
Nothing extra. T&M tickets are part of Daily Reports, included in the Planning Ops Platform at $149/mo with 3 working seats and unlimited free viewers — no per-ticket fees.

Get the signature before the crew pulls out.

Set up one job, write up the next piece of extra work on a ticket, and hand the GC the phone.

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