Subcontractor Prequalification & Onboarding for Plumbing
The Subcontractor Prequalification & Onboarding workflow helps plumbing contractors evaluate and integrate trade partners efficiently. It includes reviewing licenses, insurance, safety history, and references, then providing orientation on quality, scheduling, and compliance standards. Managers document approvals and confirm alignment with project expectations. By using this process, plumbing companies reduce risks, protect profitability, and improve efficiency. Clients benefit from reliable subcontractor performance and smoother projects. Teams gain accountability with structured onboarding. With this workflow in place, plumbing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while fostering strong 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
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.