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  3. MODULE 2: Review and Process Subcontractor Work

Signing/Rejecting a Ticket - GC Portal

Learn how to review and sign tag work that is submitted by your subcontractors.

Table of Contents


 

Field Work tickets can be signed in person on the mobile device, sent for electronic signature, and signed by email or signed via the GC Portal.

Signing the Field Work Ticket from an Email

An Electronic Signature request will be sent via email from the subcontractor to your GC team assigned to the project. A copy of the Field Work ticket and the backup images will be attached to the email for review.

  • Click on the Sign button to sign the tag.

Esig req email

  • Clicking on Sign will display a form where you can select your email, fill in your name, enter a signature note, and sign using the signature pad. Click Sign when done.

Esig

  • After signing the Field Work ticket, an email will be sent to the subcontractor team and it will move into the pricing step for the subcontractor to finish pricing it and preparing the Change Order Request.

The subcontractor may group multiple Field Work tickets in a Change Order Request. 

Signing the Field Work Ticket - GC Portal

An electronic request for signature for a Field Work ticket will show up in the GC Portal in the status of Pending Signature and can be reviewed and signed from there.

  • Navigate to the T&M Tracking Dashboard and filter to T&M Tickets in the Pending Signature step.

Filter pending sig

  • Click on the line of the Field Work ticket to review it before signing, OR go straight to signature by clicking on the Actions on the dashboard and select Sign Ticket.

Sign ticket action button

  • If you choose to review the Field Work ticket in detail, click through the tabs as described in Reviewing a Field Work Ticket  and if you choose to sign click on "..." and select Sign Ticket

Drill down sign ticket

  • Add a signature note and optionally add email addresses to include other people on the email confirmation and click Sign.

sign from site

The subcontractor team will receive an email confirmation of the signature so there is no need to add their email addresses when signing.

  • After signing the Field Work ticket, an email will be sent to the subcontractor team and it will move into the pricing step for the subcontractor to finish pricing it and preparing the Change Order Request.

Rejecting a Field Work Ticket from an Email

If, after reviewing the signature request and the attachments, you require the subcontractor to make changes, it can be sent back for them to change.

  • Click on Reject from the email.

Reject from email-1

  • Select your email address and enter your name, and add a rejection note. If you want your GC team on this project to be included in the rejection email, check the option to include them. Click on Reject to confirm the action.

Reject

  • An email will be sent to the subcontractor team notifying them of the rejection and it will include the note. It will move the Field Work ticket into the Pending Changes step and show back up on their mobile device so that the requested changes can be made.