BuildDaily Guide
How to track T&M tickets
To track T&M tickets, create a project ticket for each time-and-material event, add labor and materials, attach field files, capture or request signatures, track packet status, manage pricing, and keep the ticket connected to the project record.
Checklist
- Project ticket
- Labor lines
- Material lines
- Files
- Pricing settings
- Signatures
- Signer requests
- Packet status
- Public signing
- Revalidation
Where it fits in BuildDaily
The record lives where the work happens: inside the project, estimate, service call, file area, document packet, CRM record, time entry, or manpower plan.
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