Pre-Construction Startup Checklist
The Pre-Construction Startup Checklist is designed for residential and light commercial contractors to follow after a contract is signed and before work begins on site. This checklist walks your team through the essential steps to get every project organized, planned, and ready for mobilization. From setting up project folders and confirming material selections with the customer to ordering supplies, scheduling deliveries, and assigning crews, it ensures that no critical step is missed. Use this checklist to streamline project startup, improve communication with your office and field teams, and deliver a smooth handoff from sales to production.
Create a project folder in our document management system and save the signed contract
Notify the office team that the project has been awarded and assigned a job number
Enter the project into our project management app and financial accounting system
Upload and organize all drawings, specifications, and project documents
Verify material pricing and lead times with suppliers
Review the estimate and confirm accuracy
Confirm material and color selections with the customer
Add the project to our master project schedule
Hold an internal scope review meeting with our team
Develop a baseline project schedule
Order long-lead materials or specialty items immediately
Issue purchase orders to suppliers
Schedule material deliveries to align with the project schedule
Confirm that tools and equipment needed for the project are available and in good working condition
Order necessary site facilities such as restrooms, fencing, or storage if required
Ensure sufficient PPE and general safety equipment is available for the crew
Prepare and distribute project binders or digital packets with key project documents
Hold a pre-construction meeting on site with the owner or project stakeholders
Prepare required project signage and safety notices if applicable
Confirm mobilization date and crew assignments
👈 Use this SOP template inside Subtrak
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