Contractor and Employee Tickets

Tickets are the foundation of TekToro's invoicing system. Each ticket represents a single unit of work performed on a specific date, capturing time, expenses, and mileage.

Creating a Ticket

To create a ticket, navigate to Invoicing > My Tickets and click Create Ticket. The form includes:

• Work date — the date the work was performed
• Total hours — hours worked
• Description — a summary of the work completed
• Client — the client the work relates to
• Project — the project within that client (optional)
• Task and subtask — the specific task being worked on (optional)
• Labor amount — the cost of labor for this ticket
• Expenses — add one or more expense line items, each with a description, expense type, and amount
• Mileage — distance in miles and a description of the travel purpose

Ticket Amounts

Each ticket calculates a total amount as the sum of labor, expenses, and mileage. Separately, billed amounts are calculated when the ticket is included in a client invoice (reflecting any markups or service rate adjustments).

Automatic Numbering

Tickets are numbered automatically using your configured invoice prefix and a sequential counter. For example, if your prefix is "JD", your tickets will be numbered JD-TKT-001, JD-TKT-002, and so on.

Ticket Status Workflow

Each ticket progresses through the following statuses:

• Draft — the ticket is being prepared and can be freely edited or deleted.
• Pending — the ticket has been submitted for approval and is awaiting review.
• Approved — an administrator or manager has approved the ticket. It is now eligible to be included in a master invoice or client invoice.
• Rejected — the ticket has been sent back with a message explaining what needs to be corrected. The contractor can revise and resubmit.

Contractor View

From My Tickets, contractors can:

• View all their tickets filtered by status
• Create new tickets
• Edit or delete draft and rejected tickets
• View ticket details and approval status
• Print individual tickets

Administrator and Manager View

Administrators and managers see all contractor and employee tickets across the workspace. They can:

• Approve tickets to mark them as ready for invoicing
• Reject tickets with a message for the contractor to revise
• Edit descriptions inline for clarity
• Filter tickets by status, client, and date range

Employee Tickets

Employee tickets follow the same structure as contractor tickets and are used for time tracking purposes. They are included when generating client invoices alongside contractor tickets.