PIT&RIG
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PIT & RIG / FIELD MANUALTalk to a person

KNOW THE TOOL.
OWN THE DAY.

From your first invitation to your final invoice. Pick your part of the operation. We’ll walk it through.

Open the field manual
REAL WORKFLOWS. ONE STEP AT A TIME.17 CHAPTERS / 3 PATHS
01 / FIND YOUR PATH

Where do you work?

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YOUR FIELD MANUAL
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CHAPTER 01 / Get started0 / 3 READ

Get into the right company

Accept an invitation or set up your organization.

BEFORE YOU START

Everyone. New company setup is for the person establishing the organization.

STEP 01 / 03

Start with your invitation

Joining an existing team or accepting a client connection? Open the email invitation first. Its link carries the company and access details. Field crew signing a tailgate QR can use the crew sign-on chapter instead.

What to look for

You can see which organization invited you before accepting.

PIT & RIG
THE APP sign-in

Your invitation

Invited emailalex@example.com
OrganizationNorthline Earthworks YOUR FOCUS FOR STEP 1
Your accessAssigned by your organization
Follow the steps in your own account

ILLUSTRATED SCREEN / SAMPLE DATA

This tracks your reading only. No company records are changed.

CHECK YOUR UNDERSTANDING / OPTIONAL

Your foreman invite arrives. Do you create a new contractor company?

IF YOU GET STUCK
My invitation is expired or for another email.

Ask the sender for a fresh invitation to the email you use. Signing in with another address will not transfer the invitation.

I cannot see the same menus as my coworker.

Menus depend on company type, role and plan. Ask your owner or admin to check your access before creating another account or organization.

Open in the app ↗ (new tab · sign-in may be required)

Complete chapter

  1. Start with your invitation

    Joining an existing team or accepting a client connection? Open the email invitation first. Its link carries the company and access details. Field crew signing a tailgate QR can use the crew sign-on chapter instead.

    What to look for: You can see which organization invited you before accepting.

  2. Use the invited email

    Sign in or create your account with the exact email address on the invitation. If a different account is already signed in, switch accounts before accepting. A teammate should join the existing company, not create a second one.

    What to look for: The signed-in email matches the invitation recipient.

  3. Check where you landed

    Accept the invitation and confirm the company and your available menus. Only starting a brand-new organization? Use company setup, choose contractor or client, enter the company details and review the terms. An invited client organization may be guided through setup by its invitation.

    What to look for: You are working in the intended organization with the access your team assigned.

If you get stuck

My invitation is expired or for another email.

Ask the sender for a fresh invitation to the email you use. Signing in with another address will not transfer the invitation.

I cannot see the same menus as my coworker.

Menus depend on company type, role and plan. Ask your owner or admin to check your access before creating another account or organization.

Need a hand? 587-843-6268 · info@pitandrig.com · www.pitandrig.com/guide

02 / SPEAK THE SAME LANGUAGE

A few words
you’ll see.

LEM / daily ticket

The day’s labour, equipment and materials, with the work details and sign-offs that support billing.

PO · purchase order

The commercial record for the work, including its rate sheet and any authorized value.

AFE

Authorization for expenditure. An identifier for authorized spending that can be associated with the work and its POs.

FLHA / JSA

Field level hazard assessment / job safety analysis. The task’s hazards, controls and related safety record.

Pending vs. approved

Pending work awaits a decision. Approved work has passed approval and contributes to approved consumption. Pending work still adds exposure.

Allocation

The portion of a client’s Control budget assigned to a particular contractor and scope.

Contingency

Budget held back by the client. It is excluded from the funds available for contractor allocation.

Soft-closed vs. locked

A soft-closed period restricts posting and can be reopened. A locked period cannot be reopened.

03 / THERE’S A PERSON ON THE OTHER END

STILL NEED
A HAND?

Tell us where you got stuck. Bring the ticket number, the PO and what you expected to happen.

587-843-6268 info@pitandrig.com ↗All support options →
Page one of the Pit & Rig Fieldbook overview: The work is done. So why aren’t you paid yet?
FREE PDF2 PAGES · 200 KB
THE FIELDBOOK OVERVIEW

The whole pitch.
Two pages.

Where field-ticket money leaks, how a ticket goes from the field to paid, and what it costs. Five minutes to read, no sales call.

  • Where your money leaks, and the fix
  • From the field to paid, in four steps
  • What’s built in, and what it costs