How to Submit a Controls Material Request for Install

Learn how to submit a material request for install using Smartsheet WorkApps. Follow these steps to notify your material supervisor and receive your parts.

May 20, 2026 By Drew Stewart

This guide demonstrates how to submit a material request for install using Smartsheet WorkApps. Completing this process correctly ensures the material supervisor receives an automated notification to prepare and release your required job kits.

This workflow applies to field teams, installers, and project managers who need to request project materials, electrical components, or hardware directly from the warehouse or material supervisor.

Navigate to Your Project's WorkApp

To begin, open your Smartsheet workspace and locate the correct project app.

Step #1: Click the ... (More) icon on the left-hand sidebar. — Click the **... (More)** icon on the left-hand sidebar.

Step #2: Select WorkApps from the menu. — Select **WorkApps** from the menu.

Step #3: Click the card for your project's application, such as Controls electrical. — Click the card for your project's application, such as **Controls electrical**.

Submit the Material Request

Once inside the WorkApp, you will specify quantities and dates for the items you need to draw from stock.

Step #4: Click Mat req for install in the left-hand navigation menu to open the request grid. — Click **Mat req for install** in the left-hand navigation menu to open the request grid.

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Locate the material or kit you need and type the desired amount in the Qty requested for install column.

Step #6: Check the box in the Material request for install column for that row. — Check the box in the **Material request for install** column for that row.

Step #7: Click the calendar icon in the Date requested by column and select your target delivery or pickup date. — Click the calendar icon in the **Date requested by** column and select your target delivery or pickup date.

If you need multiple kits (e.g., AIB 329 kits and 332s), repeat the quantity, checkbox, and date steps for every required row before you save.

Step #8: Click the Save icon at the top of the interface. — Click the **Save** icon at the top of the interface.

Saving automatically emails the material supervisor. They will print out a Transfer Order Authorization (TOA) for you to sign upon receiving the goods.

FAQ

Q: What should I do if I am missing items from my fulfilled request?

A: Always perform a quick inventory when receiving your materials. If anything is missing, log the absent parts in the missing material or "purple tag" tracker.

Q: Why does the Material Request sheet take a long time to load or save?

A: The main request grid cross-references several underlying inventory and project sheets in the background, which can cause slight loading delays.