Subcontractor Submittals, RFIs & Document Management for Roofing
The Subcontractor Submittals, RFIs & Document Management workflow provides roofing contractors with a structured approach to handling project documentation. It covers receiving submittals, reviewing RFIs, logging approvals, and tracking compliance. Managers oversee deadlines and store records in accessible systems. By following this workflow, roofing companies reduce disputes, protect profitability, and improve efficiency. Clients benefit from transparent project communication and accurate records. Teams gain accountability with documented responses. With this workflow in place, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while keeping subcontractor documentation organized and accessible.
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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