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Material Request Workflow

Understand the complete material request lifecycle from contractor request to owner approval and fulfillment.

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Overview of the Workflow

The complete journey of a material request.

Step-by-Step Instructions

  1. 1

    Step 1 — Contractor identifies a material need on the job site.

  2. 2

    Step 2 — Contractor submits a request from their dashboard.

  3. 3

    Step 3 — Contract Owner (or Manager) receives a notification.

  4. 4

    Step 4 — Owner reviews and approves or denies the request.

  5. 5

    Step 5 — If approved, materials are deducted from the owner's store inventory.

  6. 6

    Step 6 — The movement is recorded in the Material Lifecycle log.

  7. 7

    Step 7 — Contractor receives a notification of the outcome.

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