Subcontractor Prequalification & Onboarding for Concrete
The Subcontractor Prequalification & Onboarding workflow helps concrete contractors ensure subcontractors meet company standards before engaging in projects. It includes reviewing qualifications, insurance, safety compliance, and references, followed by orientation on quality and scheduling expectations. Managers validate and document approvals. By following this workflow, concrete companies reduce risks, protect profitability, and improve efficiency. Clients benefit from smoother project execution and reliable subcontractor performance. Teams gain accountability with structured onboarding records. With this workflow in place, concrete contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with trusted subcontractor partnerships.
1Identify scope of work and subcontractor needs for upcoming projects——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Request company info from potential subs (business name, contacts, trade license)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Verify licenses, certifications, and required trade qualifications——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Collect insurance certificates (liability, workers’ comp, auto)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Request references and review past project experience——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Evaluate safety record and request EMR, OSHA logs, or safety program——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Review any past performance with your company, if applicable——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Send and have sub complete prequalification form——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Approve or reject based on internal qualification criteria——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Send subcontractor onboarding packet (contract template, expectations, payment terms, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Review and sign subcontract agreement——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Provide project-specific details (site rules, contacts, schedule expectations)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Assign cost codes and confirm invoicing procedures——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Add approved sub to project and vendor directory——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
15File all documentation in subcontractor records——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
You found the SOP
Now make sure it actually gets done.
15 tasks is the easy part. The hard part is that six months from now the project still has to run this way when you are not the one watching.
Book a free strategy session
Founder of Subtrak · Twenty years in commercial roofing operations
“One session and this template becomes how your company actually does the work, with a name and a date on every step.”
Every project runs your way. And you can see that it did.
Put a name and a date on every step, and the crew gets a reminder when their part comes up.
Book a free strategy session