Subcontractor Submittals, RFIs & Document Management for HVAC
The Subcontractor Submittals, RFIs & Document Management workflow supports HVAC contractors by creating a structured system for managing documentation. It covers receiving submittals, reviewing RFIs, logging approvals, and tracking compliance. Managers oversee deadlines and maintain records for easy reference. By following this workflow, HVAC companies reduce errors, protect profitability, and improve efficiency. Clients benefit from smoother project communication and dependable documentation. Teams gain accountability with documented records. With this workflow in place, HVAC contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while ensuring subcontractor communication remains transparent.
Notify subcontractors of required submittals based on contract scope and schedule
Provide templates or guidelines for submittal formatting and deadlines
Receive submittals (shop drawings, product data, samples, etc.) from subs
Log all submissions in a tracking system with dates and status
Review for completeness and alignment with project specs
Forward submittals to architect, engineer, or GC for review as needed
Track review status and follow up on overdue responses
Return approved, approved-as-noted, or rejected submittals to subs
Ensure subs update work plans based on returned comments
Identify and log any RFIs submitted by subcontractors
Review and submit RFIs to design team or GC for resolution
Communicate RFI responses to subs and update relevant documents
Store all reviewed submittals, RFIs, and correspondence in organized folders
Keep field teams informed of updates through regular document syncs
Archive all final submittals and RFI logs for project closeout
Notify subcontractors of required submittals based on contract scope and schedule
Provide templates or guidelines for submittal formatting and deadlines
Receive submittals (shop drawings, product data, samples, etc.) from subs
Log all submissions in a tracking system with dates and status
Review for completeness and alignment with project specs
Forward submittals to architect, engineer, or GC for review as needed
Track review status and follow up on overdue responses
Return approved, approved-as-noted, or rejected submittals to subs
Ensure subs update work plans based on returned comments
Identify and log any RFIs submitted by subcontractors
Review and submit RFIs to design team or GC for resolution
Communicate RFI responses to subs and update relevant documents
Store all reviewed submittals, RFIs, and correspondence in organized folders
Keep field teams informed of updates through regular document syncs
Archive all final submittals and RFI logs for project closeout
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