Subcontractor Prequalification & Onboarding for Home Builder
The Subcontractor Prequalification & Onboarding workflow helps home builders and remodelers vet and integrate trade partners before projects begin. It includes evaluating qualifications, safety records, insurance, and references, followed by orientation on company standards and documentation. Managers confirm compliance and set expectations for communication, quality, and scheduling. By standardizing this process, builders reduce risk, improve reliability, and protect profitability. Clients benefit from smoother projects with dependable subcontractor performance. Teams gain accountability through structured onboarding records. With this workflow in place, home builders can strengthen professionalism, improve efficiency, and deliver projects more reliably while maintaining strong, vetted subcontractor partnerships.
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
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
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