Lead magnet download
Get the Copy-Paste Subcontractor Vetting Template.
Use this template to standardize subcontractor vetting before crews are scheduled, work starts, or payables move forward.
Built for
Construction and trades teams onboarding subcontractors across multiple jobsites or phases.
What is inside
Vetting Template
- Vendor record starter fields
- Compliance and approval checklist
- Scheduling and payout handoff notes
Source article
Construction Workflow Management: Complete Guide
Construction workflow management connects permits, change orders, subcontractor vetting, field reporting, and closeout into one clearer AI-supported operating system for smaller contractors.
Re-open articleHow to use it well
Create the subcontractor record
- Capture legal name, trade, contact info, tax setup, and project scope.
- Record the superintendent, project manager, or approver tied to the relationship.
- List which jobs, phases, or work types the subcontractor is allowed to touch.
Verify work-readiness
- Check licenses, insurance, and safety documents before scheduling begins.
- Document expiration dates and any missing records that should trigger a hold.
- Mark whether the subcontractor is approved to work, conditionally approved, or blocked.
Hand off cleanly to operations
- Define what reporting the subcontractor must submit for work completed.
- List the conditions required before payment can be reviewed.
- Assign the owner of future reminders, renewals, and exception handling.