Create a Ticket

Learn how to track T&M on the mobile app

TipTickets can be created on both the mobile app or the website. We recommend using the mobile version which allows you to capture the GC signature in the field.

If you are not sure if the work is out-of-scope or if it's supposed to be tracked on T&M, you may instead create an Authorization Request (a description of work without time & material), and when approved it will automatically show up as a ticket on your mobile dashboard ready for you to start adding labor & materials.

Table of Contents

 


 

Login to PeerAssist Mobile

  • Login to the PeerAssist Mobile App. Make sure you are on the T&M tab in View List.

View List dashboard

  • View List will display all open tickets and authorization requests. 
  • Once a ticket is signed it will no longer show up in View List, but you can find it in the Ticket Library. 
    • T&M Tickets - (blue) T&M tickets that are open or pending signature
    • Authorization Requests - (green) authorization requests pending PM/GC approval

 

Create a Ticket

Start a new ticket with basic details and photos.
  • To start a new ticket, tap on Create > Ticket
Create ticket

  • Tap to select the project 
  • If you do not see the project, ask your Admin to add you to the project

Select project

Summary & Description of Work

The only true requirement when creating a ticket is to fill out a summary and description of work.  

    • Summary of Work (R) - A brief description of the work 100 characters or less. This will appear on your dashboard.
    • Description of Work (R) -  A longer description of the work (this will appear on the ticket & change order request). Be sure to include area details, sheet numbers, or the name of the person directing the work.  You can come back to update and add to the description for as long as the ticket is open. 

Summary and Desc

 

Add Pictures and Annotate

Including photos is helpful in getting paid for extra work.  You can take a live photo or choose something from your camera roll, as well as annotate to keep track of room numbers or point out damage.

  • Tap on Add Picture 

Add pics

  • When you use the application for the first time, you will be prompted to allow access to your photos. Tap on Allow Access to All Photos.
  • Select photo(s) from your device's library, or take a live photo by tapping on the camera icon. Tap on Done when the pictures have been selected.

Select photos

  • The pictures will display on the T&M ticket screen and can be annotated by tapping on Annotate for the picture you wish to edit.

Annotate

  • Pick a color and draw on the image to highlight the area you wish to call attention to. When completed tap Save.  

 

Set the Work Type

Most contractors will have their tickets default to Field Work, but you can change the work type if needed: 
      • Field Work: creates a Change Order Request
      • Service Work: creates an Invoice
      • Tracking Only: for internal reference only and not for billing (for example: if the PM wants to keep track of overtime or other tasks that there is an allowance for)

Ticket type


Organize Tickets with Groups, Categories & Reference Numbers

Everything below is optional and can also be done by the PM or Admin on the desktop version.  However, the more information the field provides makes for better communication and use of filters!

    • Group (O) - Multiple tickets can be grouped onto a single change order.  The field has the ability to group tickets or this may be controlled by the PM from the office.  
    • Group Number & Group Description (O) - Create a new group if needed (again, this may be done on the office side)
    • Category (O) - To categorize your work, select from the drop-down
    • New Category (O) - Add a custom category to the dropdown (for example: RFI #12 or Bulletin 2 Drawings, or location/task-specific work such as STC Upgrade
    • GC reference (O) - If the GC provided a reference number to use for this work (such as an RFI or PCO#) then enter this here. 

    • Internal Reference (O) - If your project team needs to use an internal reference number for the work, this can be used for that purpose.

    • ROM Amount (O) - Indicate if a ROM has been provided, this may be done on the office side.

Opional details

 

    Save Your Work -or- Continue with Adding Time & Material

    Now that you have entered a description, photos and basic ticket details, you can do one of the following:
      • Create -  to save the new ticket without adding labor and material
      • Preview  - Preview the information on the Ticket
      • Ticket Details - Proceed to adding labor, materials and obtain signatures

    Work details

       

      • If you tap Create to save the ticket, an email prompt will display internal and GC team members that will be notified that a new ticket was created. 

      • Select/Deselect or +Add people to the distribution and Confirm to send

      Select emails

        This email form will not show if the project settings have the email switched off.




        • Or you can tap Ticket Details to proceed with adding labor and material
        • The next screen will recap project details and any detail already added to the ticket

        Apply details

         

        If necessary you can adjust the following:

        • Foreman - The foreman working on the ticket - this defaults to the person who created the ticket initially
        • GC Super - Select from the list of GC contacts who is the GC supervisor for the work.
        • Payroll Weekending - Enter the payroll weekending date for the work (you will be able to indicate week-ending dates when adding labor as well).
        • Task Code - If you wish to track the work under a specific task code, enter it here
        • Supervisor hours - Mark yes/no to mark whether supervisor hours were used for this work.
        • Laborer hours - This is auto-filled when labor is added to the ticket.
        • Premium - Set to Yes if the work is premium time only and the appropriate rate will calculate on the backend
        • Parking - Set to Yes and it will unlock "Parking Total" for you to enter an amount
        • Disposal - Set to Yes and it will unlock "Disposal Load" for you to indicate 1/4, 1/2, 3/4 or Full Load
        • PM Authorization date - The date when the work was authorized if applicable.
        • Ticket Number to follow - Set to Yes and it will unlock "Ticket to Follow Number" for you to enter the corresponding ticket number

        Tip!  If you previously entered the time & material and are ready to get the signature, you can tap Skip to Sign from any screen to bypass the labor & material sections.

         

        Add Labor

        • Tap Next to begin adding Labor
        • Tap on the green "+" button on the upper right of the form to add a new labor entry.




        • Tap Selected Employee to search/select an employee from your list, or manually enter a name in Enter Employee Name
        • Select the employees Trade and Class (these are set by the Admin and will populate the correct rates on the backend, if you have any issues with the trades and classes available to you, please notify your Admin)
        • Adjust the week-ending date as needed (you can have multiple week-endings on a ticket, just start a new labor entry for each employee for each week-ending)
        • Enter the hours worked in the appropriate cell (combination of day of week and regular/overtime/doubletime)
        • Save to add the entry and continue adding labor 

         

        Tip!  If you have a group of employees and want to log all the hours on one line, simply type in the Employee Name a description such as "Journeyman hours" and then enter the total hours for the group.


        •  After adding a labor entry, you will be taken back to the main list


        • You can use the green plus + to continue adding labor in the same manner, or...
        • To save time, Copy a labor entry and change details as needed. 
          • For example, if Jose worked the same day and hours as another worker, you could Copy their entry and then change the name (and trade/class if necessary). 
          • Or, if John worked the same hours the next week, Copy the first entry and change the week-ending date.  
        • Tap Close Details to save changes and keep the ticket open, or 
        • Tap Next to continue on to add material

         

         

        Adding Material

        • Tap on the green plus + to begin adding material to the ticket


         

        • You can search and choose material from a list with Select Items, or manually enter the item in Custom Item.  
        It is recommended to use Select Items to access the Company and/or Project material lists whenever possible so that it will trigger the pricing on the backend.
        • A Quantity and Unit Type is required for all items added (Unit Type may default but can be changed if needed)
        • Add any other detail that will be helpful to the office in pricing the material 
        • Save the entry


         

        • Continue adding material with the green plus+ 
        • Or Close Details to save changes and leave ticket open
        • Or, tap Next or Skip to Sign to continue on to getting the ticket signed

         

         Signatures on the Mobile Device

        When all extra work is captured and you are ready to get the GC's signoff, the last step is the signature step:

        preview tag button

        • If the GC is able to sign in person, you can show them a Preview with all the ticket info
        preview tag

        • Then simply close the preview and tap in the signature box for them to sign on the mobile
        • They can add a note below their signature
        signature

        • Select the signer from the dropdown which is pre-populated with the GC team members, or add the signers name and email manually
        • The signer will receive a copy of the signed ticket thru email
        Select signer

        • Close Details to save changes without sending the confirmation email
        • Or Select Emails to close out the ticket and notify the team members
          • Select/deselect and +Add people to the distribution as needed
          • Confirm to send and close the ticket
          • Don't forget to Save and Refresh to sync with the office
        select emails2

         

        Other Signature Options

        If you tap in the Action Type, there are some other signature options available to you

        signature action type

        • Sign Ticket - Capture a signature in person. The signer will sign on the mobile device.

        • Request Electronic Signature - Emails the ticket to the recipient with a link to sign or reject remotely.

        • Authorize to Proceed - This only applies to a project that requires a field signature before proceeding to track labor and material if you didn't first create an authorization request

        • Sign Daily Signature - This daily signature option captures an in-person signature acknowledging work completed for the current day. This leaves the ticket open so you can continue adding time & material.  

        Daily Signatures are turned on from the desktop version.  If the GC is requesting to sign tags daily, please ask your Admin to turn on that feature at the project level

        • Request Daily Electronic Signature - This allows you to request the daily signature electronically thru email. This will not close the ticket.

         

         

        Save and Refresh

        The mobile app is built so that you work offline when you don't have a connection, so you will need to Save and Refresh all changes to sync with the office.  This will also pull in any changes made on the office side.  

        • The blue arrows are a reminder to Save and Refresh (in the top right corner)
        • The red X allows you to delete a new ticket  

        Save and Refresh tag




          You have created a ticket!