Overview
Material requests and subcontractor requests support job-based work that needs either internal materials or outside specialist support. They help keep requests visible, traceable, and reviewable.
Main purposeRequest materials or subcontracted work in a controlled way.
Important areasRequest list, request details, linked job, approval or review context, and fulfilment follow-up.
Business valueBetter control over job support needs and clearer planning communication.
Where To Find It
Common Path: Field Services > Material Request / Subcontractor Request
Users normally create these requests when the job team identifies a resource need that should be tracked formally.
Note: Some companies use formal approval or review steps before the request becomes operational. Follow your company process.
How It Works
The request records what is needed, for which job, and why. It can then be reviewed, approved, and fulfilled using the company’s operating process.
- Material requests help jobs obtain internal stock or materials in a visible way.
- Subcontractor requests help capture outside support needs before work is arranged.
- Both requests improve control and communication across departments.
Main Areas
| Area | What It Is Used For |
|---|---|
| Request List | Review pending and completed requests. |
| Request Details | Record what is needed and why. |
| Job Link | Connect the request to the correct job or service work. |
| Review / Approval Context | Supports company control over the request before fulfilment. |
| Fulfilment Follow-Up | Tracks what happened after the request was raised. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Request Reference | The identifier of the request. | Use it for later review and follow-up. |
| Job / Work Link | The job or field work that needs support. | Select it carefully for correct traceability. |
| Requested Item Or Service | What is being asked for. | Use clear, business-friendly wording. |
| Quantity / Scope | The size of the request. | Use it so the fulfilment side knows what is required. |
| Status | The current state of the request. | Update it as the request is reviewed and fulfilled. |
| Notes | Supporting explanation and operational detail. | Use it to reduce misunderstanding. |
Recommended Workflow
- Create the material or subcontractor request when the need is identified.
- Link the request to the correct job or field work.
- Describe the item, service, quantity, or scope required.
- Send the request through the company review or approval flow if one is used.
- Update the request until the need is fulfilled or closed.
Best Practice
- Use formal requests instead of informal messages when the business needs traceability.
- Keep scope and quantity clear so fulfilment teams can act quickly.
- Update status so pending requests remain visible.