How to Request Material for Mechanical Installations

Learn how to submit material requests for mechanical installations using Smartsheet WorkApps, including entering quantities, dates, and receiving delivery.

May 20, 2026 By Drew Stewart

This guide explains how to submit a material request for the mechanical side of an installation. Completing this process ensures the material team prepares and delivers the required inventory to your location efficiently.

This workflow is for Mechanical Supervisors or field team members responsible for securing physical inventory (such as conveyors or structural parts) before beginning an installation phase.

Accessing the Material Request App

Step #1: Click More on the left navigation sidebar. — Click **More** on the left navigation sidebar.

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

Your WorkApps list is tailored to your permissions. It will only display the applications you have authorized access to.

Step #3: Click the Mech super for Palestiene app card. — Click the **Mech super for Palestiene** app card.

Step #4: In the left navigation sidebar, select Mat req for install. — In the left navigation sidebar, select **Mat req for install**.

Requesting Inventory

Before submitting a request, verify that the required items have available stock. You cannot request material if the current inventory is zero.

Step #5: Select the row for the material you want to request. — Select the row for the material you want to request.

When making your request, you must complete the following fields for each line item:

Field	Action Required	Details
Qty requested for install	Enter a numeric amount.	The quantity must be less than or equal to the current available stock.
Selection Checkbox	Check the box.	Flags the specific line item as active for your request.
Date requested by	Input a date.	Can be typed manually or selected via the calendar picker.

Enter the required quantity in the Qty requested for install column.

Step #7: Check the box next to the quantity to formally select the item. — Check the box next to the quantity to formally select the item.

You can use standard keyboard shortcuts (Ctrl + C and Ctrl + V) to quickly copy and paste values down the column when requesting multiple identical items.

Use Ctrl + C and Ctrl + V to apply your requested quantity to additional rows.

Step #9: Click the corresponding cell in the Date requested by column. — Click the corresponding cell in the **Date requested by** column.

Step #10: Select Today from the calendar dropdown, or manually type the required date. — Select **Today** from the calendar dropdown, or manually type the required date.

Copy and paste the date down the column for all remaining items in your request.

Once you finish entering all requested quantities and dates, click the Save button in the upper menu bar to submit your request to the material team.

Receiving Your Material

After saving your request, the material team typically requires four to eight hours to pull the inventory and deliver it to your location. When they arrive, perform the following verification steps:

Review the printed Transfer of Assets form provided by the team.
Perform a visual inspection of all delivered items.
Check for any physical damages or missing components. If you identify any missing or damaged parts, report the discrepancy to the delivery team immediately.

FAQ

Q: How long does it take to receive the material once requested?

A: The material team typically takes four to eight hours to fulfill and deliver the requested materials after you save your request in the system.

Q: What happens if an item has zero quantity in stock?

A: You cannot request materials that do not currently have inventory in stock. Always verify the available stock quantity in the sheet before entering a request.

Q: What should I do when the material is delivered?

A: Perform a visual inspection immediately to check for damages or missing parts against the Transfer of Assets form provided by the delivery team. If anything is missing, notify them at that time.

Glossary

Term	Definition
Transfer of Assets form	A printed document brought by the material team detailing the specific inventory being handed off to the installation team.
WorkApps	A customized portal within Smartsheet used to host curated views, sheets, and reports tailored to specific project roles.
Mat req for install	The specific dashboard and sheet view used to process outbound inventory requests for active mechanical installations.