Time-and-material work is where good jobs get sloppy. The work is real. But the ticket is blank, or it sits in a truck, or it gets signed weeks later by someone who was not there, or it never makes it into a change order. Then a pay app carries a number the file cannot explain.

Procore’s change-event tools can facilitate this path: a potential change, the backup, and an official change document. You can run the same path with a T&M ticket, a change log, and a folder in Google Drive or Dropbox. The process matters more than the tool. Paper first, or, when the work had to start on a verbal direction, paper the same day. See Change Orders: Paper First, Then the Work and How Procore Handles Change Events — and How to Do the Same With a Change Log.

What the ticket has to capture

A useful ticket, on whatever form you use, should be filled out the same day and should include:

  • Date, job, and area
  • Who directed the work, and a short description of the direction
  • Labor by person or by trade, with hours
  • Equipment and material, in enough detail to price later
  • A signature or acknowledgment line, signed when you can get it, with a note if you could not
  • Photos or a sketch, if they would help a later reader
  • A ticket number that will match the change-log row

Do not wait until Friday to reconstruct four days of extra work from memory. That is how hours get rounded, and how a later reviewer decides the ticket cannot be trusted.

The ticket is not the end of the process

  1. File a copy in 06_Changes the same day, named YYYY-MM-DD_Job_TM_Number.
  2. Add or update a row in the Change Order Log Template change-order log: source, description, status, and a link to the ticket.
  3. Price it, or get it priced, while the work is still fresh, and attach the backup.
  4. Submit it on the path your contract requires: a formal change order or whatever the subcontract says.
  5. When it is executed, file the executed document, update the log, and, if the work changed, get it into the current set and to the field.

It usually goes like this. A verbal direction to add work is followed for three days. Tickets are promised and not written. At the end of the month the hours are assembled from memory, the owner does not recognize the work, and the file has no same-day record. The crew did the work. The missing tickets made it hard to collect.

A habit the field can keep

Put blank tickets in the job folder and, if you still use paper, in the truck. Make “write the ticket before you leave” as ordinary as writing the daily. I can set up the change folder and the log, or file the tickets and change paper that reach the job file as part of a retainer. I do not price the work, and I do not negotiate the change. The files stay yours.


If you want help, not just a checklist

Some jobs run fine on a clean file and a superintendent who gives the log fifteen minutes twice a week. Others do not: revisions are moving fast, closeout is already behind, or the field simply has no hours left for paperwork.

That is where I come in. I set up the job file, run the logs on a retainer, or prepare closeout before the scramble starts. Your files stay yours, and there is no software contract to sign.

Email travis@builtonrecord.com Get the free Job File Kit