Create A Subcontractor List Template In Excel In 5 Steps

Creating a subcontractor list template in Excel can help you streamline your management of subcontractors and keep track of important details. This template can be particularly useful for general contractors, construction managers, and project coordinators who work with multiple subcontractors on a regular basis. Here's a step-by-step guide to creating a subcontractor list template in Excel:

A subcontractor list template in Excel helps manage subcontractor details efficiently

Step 1: Set Up the Template Structure

Open a new Excel workbook and create a new worksheet. Rename the worksheet to "Subcontractor List" or something similar. Create the following columns:

Column A	Column B	Column C	Column D	Column E
Subcontractor Name	Contact Person	Phone Number	Email	Address

You can add or remove columns as per your requirements.

Step 2: Add Subcontractor Details

Start entering the subcontractor details in the template. You can add multiple subcontractors to the list by filling in the respective columns. For example:

Subcontractor Name	Contact Person	Phone Number	Email	Address
ABC Electricians	John Doe	123-456-7890	johndoe@abcelectricians.com	123 Main St, Anytown, USA
XYZ Plumbing	Jane Smith	987-654-3210	janesmith@xyzplumbing.com	456 Elm St, Othertown, USA

Entering subcontractor details in the template

Step 3: Add Additional Columns (Optional)

Depending on your requirements, you can add additional columns to track other important details, such as:

Column F: Services Offered (e.g., electrical, plumbing, carpentry)
Column G: Insurance Information (e.g., liability insurance, workers' compensation)
Column H: Certification/License Number
Column I: Notes (e.g., special instructions, project-specific requirements)

For example:

Subcontractor Name	Contact Person	Phone Number	Email	Address	Services Offered	Insurance Information
ABC Electricians	John Doe	123-456-7890	johndoe@abcelectricians.com	123 Main St, Anytown, USA	Electrical	Liability Insurance: $1M
XYZ Plumbing	Jane Smith	987-654-3210	janesmith@xyzplumbing.com	456 Elm St, Othertown, USA	Plumbing	Workers' Compensation: $500K

Step 4: Format and Filter the Template

Format the template to make it easier to read and analyze. You can:

Adjust column widths and row heights to fit the data
Use conditional formatting to highlight important information (e.g., expired insurance)
Create filters to quickly sort and find specific subcontractors

For example, you can filter the template to show only subcontractors who offer electrical services:

Filtering subcontractors by services offered

Step 5: Save and Share the Template

Save the template as an Excel file (e.g., "Subcontractor List Template.xlsx") and share it with your team or stakeholders. You can also save it to a cloud storage service like Google Drive or Dropbox to access it from anywhere.

By following these steps, you can create a comprehensive subcontractor list template in Excel that helps you manage your subcontractors efficiently.