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Create Material Request in StructShare (Mobile)
Create Material Request in StructShare (Mobile)
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Written by Noam Karoly
Updated over a year ago

Objective

Create a Material Request from the StructShare mobile application

Background

A material request empowers your team to source the necessary materials needed to complete a job. These requests will be reviewed by the office where they can be converted into a Request for Quote (RFQ), and Purchase Order (PO), or Labor Log.

Things to Consider

  • Required Permissions

    • View and Request’ access is required to create a material request

  • Download StructShare Mobile App

Steps:

  1. Log in to the StructShare mobile app with your email address and password

  2. From the ‘Home’ screen, click on the plus icon ‘+

  3. Select ‘Material Request’

  4. Select a Project

    • Note if you don’t see your project in the list your admin may need to give you access to it.

    • Note that you can also Create a New Project from the Material Request.

  5. Select your supplier

    • Note that this step can be skipped. A supplier can be added later.

  6. Search for your item in the search bar

    • Note that you can also use the ‘Free Text Feature’ to add your items by clicking on the pencil icon in the top right of your mobile app screen.

  7. Fill in the relevant fields:

    • Quantity

    • Units

      • This will populate automatically if established in your item list

    • Unit Price

      • This will populate automatically if established in your item list

    • Cost Code

      • This will populate automatically if established in your item list

    • Budget Category

    • Note to Supplier

    • Internal Note

      • Your suppliers will not see internal notes

    • Attachment

  8. View you ‘Cart’ in the top right corner of your app screen

  9. Press ‘Continue’

  10. Input the relevant delivery information

    • Pickup?

    • Delivery Date

      • Note that this is a required field

    • Delivery Time

    • Jobsite Contact

    • Truck Type

    • Delivery Instructions

    • General Notes

  11. Press ‘Request Approval

  12. An email notification will now be sent to your approver who can then convert the material request into a RFQ, PO, or Labor log

Questions?

Contact Support:

  • Live Chat with Support through StructShare:

    • Click on ‘Talk to Support’ on the left side of you screen.

  • Email Support:

  • Call Support:

    • ‪(512) 222-3716‬

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