In this article, you will learn how to create a new field material request on the Jobsite.
Table of contents
Begin a New Material Request
- From the My Projects starting page, tap +New and select Request Material
- Or, tap anywhere on the project row and from the Material Request tab, tap +New Material Request button from the Material Request tab
- Select the form that will be filled out by tapping on the Choose a Form drop down.
- Enter the Request Date, Required By Date, Notes or Add Pictures as needed.
At any time, you can click on Save Draft and come back to complete your form later.
- Tap on Edit Details start filling in the details of the request.
- Use the green plus + to make your first entry.
- You can select items from the company/project list one of three ways:
- Tap the Search button to view the entire company/project list
- Start typing part of the description or item code in the Search by"" field
- Tap Search by Group and choose from groups 1, 2 and 3 to see corresponding items
Once you have selected an item, you must input a quantity and can add or change dimensions/unit type and add Notes as needed. Save to view the material list.
- You can use the green + to add additional items, or Close Details to save changes without proceeding, or tap Next to continue through the form sections.
Sign Your Request
- Preview the completed request before signing.
- Select Action Type and click Submit Request.
- Tap in the Tap to Sign area to sign on the device and use the Signature Note option as needed.
- Tap Confirm to save the request to the device
- Confirm: Confirms your signature choice and proceeds to the next step.
- Make a Copy? allows you to copy the request which will appear in the draft stage
- Close Details will save changes without submitting the request
- An email form will open to allow the foreman to select the contacts who should receive a copy of the completed request. Tap on Confirm to continue.
- You will see a confirmation that the form was created and you will be returned to the View List page.
Save and Refresh
- After saving or submitting the request, you will go back to the project dashboard where you can
- Save & Refresh to send the request to the office
- toggle between tabs to view/create project field docs
- use <Back to Project List to go back to the My Project starting page
Now let's continue to Sign and Send a Material Request for Electronic Approval.