Best Practices for Subs Before Client Arrival

Proper preparation before a client arrives on-site is essential for ensuring the smooth execution of a project. Subcontractors play a crucial role in this process, and adhering to best practices helps deliver quality work while building strong, long-lasting client relationships. Below are nine key steps subcontractors should follow to ensure success:
Article
April 3, 2025
Best Practices for Subs Before Client Arrival
Best Practices for Subs Before Client Arrival
  1. Understand the Scope of Work
    Before the project begins, subcontractors must carefully review the scope of work as outlined in the contract. Understanding the specific tasks, timelines, and deliverables ensures everyone is aligned on their roles and responsibilities. Lack of clarity can lead to mistakes, delays, and strained relationships with the general contractor and client.
  2. Communication with the GC
    Clear communication with the general contractor (GC) is critical for a successful project. Subcontractors should establish open lines of communication from the start, confirming project details, schedules, and expectations. A pre-construction meeting can be invaluable, helping all parties align on goals, address potential issues, and discuss any unique client concerns to avoid surprises.
  3. Review Plans and Drawings
    Before beginning any work, subcontractors should thoroughly review architectural and engineering plans. Everyone involved must understand the blueprints and specifications. Identifying discrepancies or potential issues early on will prevent delays and rework, ensuring the project stays on track and within budget.
  4. Ensure Proper Permitting and Compliance
    Securing all necessary permits before construction begins is essential. Subcontractors must ensure their work complies with local building codes and regulations, including proper inspection scheduling. They should also verify that permits for specific trades, such as electrical or plumbing, are in place. Failing to comply can result in fines, work stoppages, or delays.
  5. Procure Materials and Equipment
    Timely delivery of materials and equipment is crucial for meeting deadlines. Subcontractors should place orders well in advance and confirm delivery schedules. Be mindful of lead times for specialty items or potential supply chain disruptions that could impact the project. Additionally, ensure all tools and machinery are in good working condition, with backup plans for equipment issues.
  6. Organize the Job Site
    A well-organized job site is a sign of professionalism and preparedness. Before the client arrives, subcontractors should ensure the site is tidy, with a designated area for materials, a clean and safe work environment, and all necessary safety protocols. A well-maintained site enhances efficiency and reassures the client that the project is in capable hands.
  7. Safety Protocols and Training
    Safety should always be a priority. Subcontractors must ensure that all workers are trained in proper safety procedures and that personal protective equipment (PPE) is readily available. Establish emergency protocols and ensure everyone knows the location of first aid kits, fire extinguishers, and exits. A focus on safety reduces risk and fosters a productive, accident-free work environment.
  8. Prepare for Client Walkthroughs
    While the client may not be on-site every day, it’s important to be prepared for walkthroughs at any time. Keeping the site clean, organized, and safe will leave a positive impression. Subcontractors should be ready to answer questions regarding progress, timelines, and potential challenges. Transparency and clear communication during these walkthroughs help build trust and client satisfaction.
  9. Document Everything
    Accurate documentation is essential for tracking project progress and addressing any issues. Subcontractors should maintain detailed records of daily activities, challenges encountered, and any work scope changes. Comprehensive documentation protects against disputes and ensures clarity between subcontractors, general contractors, and clients.

Setting the Stage for Project Success

By following these best practices, subcontractors can lay the groundwork for a successful project. Preparing before the client arrives ensures smooth operations, timely project completion, and a positive working relationship with both the general contractor and client.

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