Subcontractor Prequalification & Onboarding for Roofing
The Subcontractor Prequalification & Onboarding workflow provides roofing contractors with a structured process for evaluating and integrating trade partners. It covers reviewing licenses, insurance, safety practices, and past performance, followed by orientation on company standards. Managers validate compliance and align subcontractors with quality, safety, and scheduling expectations. By following this workflow, roofing companies reduce risks, protect margins, and improve efficiency. Clients benefit from confidence in reliable subcontractor performance. Teams gain accountability with documented onboarding records. With this workflow in place, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while fostering long-term subcontractor relationships.
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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