You need the builder’s first order to reach the right site and the invoice to reach the right desk. Use this builder account setup checklist to identify the buyer, approver, receiver, and billing contact before quoting a package. Fill it out with the builder and the branch team. Keep unresolved questions assigned to a person.
Start with what the builder buys from you. Ask which materials the builder purchases directly and which the sub includes in its package. Record the active project, current plan revision, and first-order need. Do not ask for every possible detail before learning the next package.
Use that order to check whether your setup covers the builder’s working process.
Separate an account conversation from credit approval. Builders FirstSource, for example, directs customers to a credit application and its credit team, with help available from a local branch or sales rep. Published credit process Follow your own supplier’s process. Record only terms the responsible team has approved.
Send questions about guarantees or disputed terms to that team and an attorney. Ask accounting or the builder’s CPA about tax documents.
Move from the company record to buying authority. Write down who can request a quote, approve a substitution, release an order, receive a delivery, and discuss an invoice. Ask how purchase orders and job references should appear. Give the builder your backup contact so a question has an owner when you are away.
These are suggested account-planning prompts, not universal application requirements.
Check the services at the branch handling the job. Builders FirstSource says its services vary by location. Service availability notice Ask directly about stock, takeoffs, lead times, delivery, pickup, and replacements. Keep the answer and check date together.
Avoid treating a carried brand or a national service description as a local order commitment.
Plan the delivery conversation with the field lead and dispatch. Builders FirstSource’s delivery page describes a portal for purchase orders, requested delivery dates, and delivery photos. Delivery and account tools Ask which equivalent records your branch provides. Agree the address, access, unloading, storage, receiver, and shortage contact before release.
Review the first confirmation with the authorized buyer, then set a follow-up for the next material package.
Open-question record
Use this record for unresolved account, package, or dispatch questions. Keep private credit and tax records in the approved office process.
Scroll to read all columns.
| Question or missing detail | Responsible person | Response due | Answer and date |
|---|---|---|---|
| __________ | __________ | __________ | __________ |
| __________ | __________ | __________ | __________ |
| __________ | __________ | __________ | __________ |
Print note
Print one checklist per builder account. Add project-specific delivery sheets for each job. Record office-file locations rather than private identifiers. Keep approved terms and dated quote confirmations with the account records.
Prepare the first account conversation
Use the builder-account guide to prepare the relationship conversation. Use the contractor supply-account guide for the buyer and billing handoff.
Ask which takeoff and quoting help your branch offers. Lowe’s Pro Desk lists those services for its own customers. Keep the NC board’s written-work topics beside the package being quoted.
Separate trade-account setup from tax intake for services. The IRS contractor-forms guidance describes W-9 intake after worker classification. Ask the CPA which records apply; do not assume a material order requires that service-payee form.
Return to the construction tools hub for the other quantity checks and printable records.