SOP Templates > Home Builder > Pre-Construction > Material Procurement & Order Management

Material Procurement & Order Management for Home Builder

The Material Procurement & Order Management workflow helps home builders and remodelers maintain control of budgets and timelines before construction begins. It includes sourcing materials, confirming availability, negotiating pricing, and scheduling deliveries. By standardizing this system, builders reduce delays, prevent shortages, and ensure quality materials are on site when needed. Clients benefit from efficient project starts and reduced cost overruns. Sales and project teams gain accountability and organization, while companies protect margins. With this workflow in place, home builders can streamline procurement, build stronger vendor relationships, and deliver projects more predictably and profitably.

Review architectural plans and materials scope

Generate full material takeoff from plans

Check warehouse for standard framing items

Request lumber, window, and finish pricing

Confirm window and cabinet lead times

Select suppliers for framing, finishes, and windows

Order framing and finish items per build timeline

Log order details in job system

Coordinate lumber drop and staging

Confirm ship dates and update schedule

Check framing sizes, count, and quality

Log damaged framing or missing trim for replacement

Store framing under tarp or in trailer

Update PM log and notify build team

Adjust framing count for change orders