Subcontractor Prequalification & Onboarding for Drywall
The Subcontractor Prequalification & Onboarding workflow supports drywall contractors by creating a reliable system for evaluating and preparing trade partners. It includes reviewing licenses, insurance, safety history, and references, followed by orientation on company policies and quality standards. Managers validate compliance and align subcontractors with project expectations. By using this process, drywall companies reduce risks, protect profitability, and improve efficiency. Clients benefit from smoother operations and dependable workmanship. Teams gain accountability with documented onboarding. With this workflow in place, drywall contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while building strong subcontractor networks.
Identify scope of work and subcontractor needs for upcoming projects
Request company info from potential subs (business name, contacts, trade license)
Verify licenses, certifications, and required trade qualifications
Collect insurance certificates (liability, workers’ comp, auto)
Request references and review past project experience
Evaluate safety record and request EMR, OSHA logs, or safety program
Review any past performance with your company, if applicable
Send and have sub complete prequalification form
Approve or reject based on internal qualification criteria
Send subcontractor onboarding packet (contract template, expectations, payment terms, etc.)
Review and sign subcontract agreement
Provide project-specific details (site rules, contacts, schedule expectations)
Assign cost codes and confirm invoicing procedures
Add approved sub to project and vendor directory
File all documentation in subcontractor records
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.