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  3. MODULE 3: Price & Process Your Tickets

Pricing Your Tickets

Learn how to price your Tickets.

Tickets that have been signed by the GC, are ready to be reviewed and priced by your project management team. The labor and material that the foreman added while completing the work, will show up automatically with loaded prices, so most of the work is already done for you.

If, at any time, you need to save and come back later to finish your pricing, make you scroll down to the bottom of the form and click Save to Current Step to save your work. 

Table of Contents


Pricing Overview

  • When you open a Ticket that has been signed, there is a pricing section that will display as you scroll down the form.
  • Navigation between the pricing categories (labor, material, additional pricing are categories that you define on your project) can be done by clicking on the right button (shown here as Materials) to move through the list.

Labor Pricing

The labor pricing displays the hours that were worked per day, summarized by trade and class. This means all the labor for different employees that were on the same trade and class will be totaled and displayed.

  • Labor Hours -  these can be edited, clicking directly into the day and editing it OR by clicking on the black settings button for more extensive edit options. 


Note that changing the labor hours in the pricing step will NOT be reflected in the tickets. If the hours are incorrect on the ticket, it needs to be sent back to the foreman to correct and get re-signed. Click on the Send Back to Entry button at the bottom of the Edit Ticket to send it back.

  • Labor Rates - these are pulled from the project but can also be overridden on the ticket if needed. Note there are two types of labor rates that can be applied to your Ticket and this is set up on the project
    • Base Rates - This example below is showing Base Rates which is the overhead and profit is applied to the labor rates and displayed in the Billing Rate field. This is the most common setting for labor rates.

    • Billing Rates - We have some customers who need to enter the labor rates as their billing rates and in this case, the Billing Rate will be editable here and the cost rate is "backed into" based on the overhead and profit settings for the project.

If you are reviewing the rates and they are incorrect for the project, it is best to view the Project Pricing and correct it there and then save and apply it to all tickets in progress. Go to Configure Pricing to find out more about editing project rates.

  • Premium Time Only - The premium time only drop-down allows the user to mark this ticket as a premium time ticket if the foreman missed marked it as such when creating it. This will result in all the regular hours being moved to OT and the Premium time rates defined on the project will be applied.

Material Pricing

  • Click on the Materials button to navigate to the materials section to review the materials and pricing. 

  • Review the materials and edit the prices as needed.

If you have not loaded pricing on your material master list or project material list, then you will have to fill in the prices at this step.

  • To add new materials click on the green plus button

  • Search for an item in your material list to select by clicking on the Select Item and then typing part of the word you are looking for. A list will show up and you can click to select the item.

  • Alternatively, you can add a custom item that is not in a master list by entering the name of the material in the Custom Item field.

  • Add a length if applicable (for drywall board this could be 12')
  • Add a quantity that is mandatory
  • Add a factor (this is a multiplier so if you have a drywall board for example that is SF then the factor could be 4' which is the width of the board). Often the factor is simply set to 1.
  • Add the price of the material
  • Click Apply to add the material to the ticket

Note that add a new piece of material in the pricing step will NOT be reflected in the ticket. If the material is incorrect on the ticket and you want it to show on the ticket, it should be sent back to the foreman to correct and get re-signed. Click on the Send Back to Entry button at the bottom of the Edit Ticket to send it back.

Additional Items Pricing

  • Additional pricing items can be charged for on the Ticket. Examples of these are 
    • Rentals
    • Disposal/Dump charges
    • Project Management/Supervision charges
    • Any other items that your contract states you are permitted to charge for.
  • Typically the additional pricing items are added to the project Billing Template so that the project manager/engineer can simply select these items that may apply for the extra work performed. 

By defining, ahead of time, all the items you are contractually permitted to bill for means that your project management team is more likely to select them and include them in your cost for all of the work performed.  Go to Configure Pricing to review how to set up your billing template.

  • In this example, we have an Additional Pricing category defined as Additional Labor. Click on the button to view and select the items in this category.

  • Check any costs that apply and then move onto the next category and repeat this process until the ticket has been fully priced.

  • A new line in the additional pricing category can be added on the fly if needed, by clicking on the green plus button on the right hand side.

Field Work Order Sub totals

The Ticket sub totals show each of the pricing categories and the subtotals for those. This is also where the overhead and profit are laid out per category. You may have OH&P for labor but not for materials and this provides the flexibility to define a category and a different OH&P if needed.

The OH&P per category is defined at the project level and is pulled into the ticket but it can be overridden if needed on a case-by-case basis for the ticket being priced.

  • Scroll down the form to review the ticket Sub totals

  • The OH&P can be set three ways:
    • Cost/Template Rate - This is the labor rate with no OH&P breakout
    • Cost + Overhead & Profit - This is the cost and then the combined OH&P applied to the cost ( e.g. Cost = $20, Overhead = 10 and Profit = 5, Amount = $20 * 1.15 = $23.00)
    • Cost + Overhead + Profit - This is the cost and then the overhead applied to the cost and then the profit applied to the Cost + Overhead amount (e.g. Cost = $20, Overhead = 10 and Profit = 5, Amount =( $20 * 1.10 ) * 1.05 = $23.10).
  • Once the pricing has been reviewed and is ready to be included in a request for change order, scroll to the bottom of the form and click on Move to Approve

Pricing changes on the project related to pricing will not affect tickets that are in the Waiting for Approval step.

Now you can create a Request for Change Order!

Go to Create Request for Change Order to complete processing your tickets.

If you wish to group your tickets into one Request for Change Order, go to Grouping Tickets and then Create Request for Change Order.