Tendering

Managing Your Subcontractor Database: Best Practices for QS Teams

How to build and maintain an effective subcontractor database for construction tendering. Essential strategies for QS teams to improve procurement efficiency.

BuildFlow Team5 Jan 20267 min read

A well-managed subcontractor database is the foundation of efficient construction procurement. For QS teams, it means faster tendering, better bid responses, and stronger contractor relationships. Here's how to build and maintain one effectively.

Why Your Database Matters

Most QS teams have some form of subcontractor list — often scattered across:

  • Personal contact lists
  • Shared Excel spreadsheets
  • Email archives
  • Paper business cards
  • Project-specific tender lists

This fragmentation causes problems:

  • Wasted time — Searching for contacts for each new tender
  • Missed suppliers — Forgetting capable contractors
  • Outdated information — Wrong contacts, changed companies
  • Inconsistent categorisation — Hard to find the right trades

A centralised, maintained database solves all of these.

Building Your Database

Step 1: Consolidate Existing Contacts

Start by gathering all subcontractor information:

  • Export contacts from email systems
  • Collect project-specific lists from past tenders
  • Gather business cards and supplier directories
  • Import from industry associations and trade bodies

You'll likely have duplicates and outdated entries — that's normal.

Step 2: Define Your Data Structure

Decide what information to track for each subcontractor:

Essential Fields:

Field Purpose
Company name Identification
Primary contact Tender communications
Email Digital correspondence
Phone Direct contact
Trades What work they do
Geographic coverage Where they operate
Company size Capacity assessment

Useful Additions:

  • Secondary contacts
  • Company registration number
  • Insurance/accreditation status
  • Payment terms
  • Notes from past projects
  • Rating/performance history

Building a subcontractor database from scratch? BuildFlow Tender includes built-in database management with trade categorisation and tender tracking. Get started →

Step 3: Categorise by Trade

Create a consistent trade classification. Common categories include:

Structural:

  • Groundworks
  • Concrete
  • Steelwork
  • Masonry

Envelope:

  • Roofing
  • Cladding
  • Windows and doors
  • Curtain walling

MEP:

  • Electrical
  • Mechanical
  • Plumbing
  • Fire protection

Finishes:

  • Plastering
  • Painting and decorating
  • Flooring
  • Tiling

External:

  • Landscaping
  • Paving
  • Drainage
  • Fencing

Use a standard list across your organisation for consistency.

Step 4: Clean and Verify

Before the database is useful, clean it:

  1. Remove duplicates — Merge records for the same company
  2. Verify contact details — Send test emails, call key contacts
  3. Update company information — Check trading status, addresses
  4. Standardise naming — Consistent formats for all entries
  5. Fill gaps — Add missing information where possible

This is time-consuming but essential — a dirty database wastes more time than no database.

Maintaining Your Database

Regular Reviews

Schedule periodic maintenance:

Monthly:

  • Add new subcontractors from recent tenders
  • Update contact changes reported
  • Remove bounced emails

Quarterly:

  • Review underperforming suppliers
  • Check for inactive contacts
  • Verify key supplier details

Annually:

  • Full audit of all entries
  • Update insurance and accreditation records
  • Archive dormant contacts

Capture Performance Data

After each project, record:

  • Quality of work — Met expectations, issues, defects
  • Programme performance — On time, delays, coordination
  • Commercial behaviour — Claims, variations, final account
  • Safety record — Incidents, compliance, improvement

This information is invaluable for future tender evaluations.

Handle Updates Proactively

Subcontractor information changes frequently:

  • Staff turnover — new contacts
  • Company restructuring — mergers, acquisitions
  • Capacity changes — growth or downsizing
  • New capabilities — additional trades

Build processes to capture these updates as they happen.

Using Your Database Effectively

For Tender Shortlisting

When starting a new tender:

  1. Filter by required trades
  2. Check geographic coverage
  3. Review past performance ratings
  4. Consider current workload (if known)
  5. Select appropriate company sizes

Aim for 3-5 bidders per package for competitive tension without excessive evaluation effort.

For Relationship Management

Beyond tendering, use your database for:

  • Market intelligence — Track pricing trends across bids
  • Early engagement — Alert subcontractors to upcoming work
  • Feedback loops — Share performance data to drive improvement
  • Network maintenance — Keep relationships warm between projects

For Team Collaboration

Ensure the database is accessible to:

  • All QS team members
  • Project managers (read access)
  • Estimators (for budget pricing)
  • Directors (for strategic suppliers)

Shared access prevents knowledge silos.

Common Database Mistakes

1. Set-and-Forget

Databases decay quickly without maintenance. Budget ongoing time for updates.

2. Too Much Detail

Collecting excessive information that's never used. Focus on fields you'll actually need.

3. No Ownership

Without clear responsibility, no one maintains it. Assign a database owner.

4. Poor Categorisation

Inconsistent or over-complex trade classifications make searching difficult. Keep it simple and standard.

5. Ignoring Performance Data

Recording only contact details, not project experience. Performance history is the most valuable data.

Technology Options

Spreadsheets

The traditional approach:

  • ✅ Free and familiar
  • ✅ Flexible
  • ❌ Hard to share safely
  • ❌ Version control issues
  • ❌ No audit trail
  • ❌ Scales poorly

CRM Systems

General customer relationship tools:

  • ✅ Good contact management
  • ✅ Activity tracking
  • ❌ Not construction-specific
  • ❌ May be overkill for small teams
  • ❌ Additional cost

Dedicated E-Tendering Platforms

Purpose-built for construction procurement:

  • ✅ Combines database with tendering
  • ✅ Construction trade categories
  • ✅ Bid history linked to suppliers
  • ✅ Team collaboration built in
  • ❌ Requires adoption/migration

Getting Started

If you're starting from scratch:

  1. Audit current state — Where does subcontractor data live now?
  2. Choose your tool — Spreadsheet, CRM, or purpose-built platform
  3. Define your structure — What fields, what categories
  4. Consolidate and clean — One-time effort to get baseline
  5. Establish processes — How updates happen, who's responsible
  6. Communicate to team — Train everyone on how to use and maintain

Conclusion

Your subcontractor database is a strategic asset. The time invested in building and maintaining it pays back on every tender. Start simple, focus on data quality over quantity, and build processes for ongoing maintenance.


BuildFlow Tender includes integrated subcontractor database management — categorise by trade, track bid history, and issue tenders from one platform. Start building your database →

Tags
subcontractor databasequantity surveyorprocurementconstructionsupplier management

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