The Vendors feature allows your team to assign work to third parties as well as track their tickets and amount due.

Steps

1. Navigate to Vendors and Create a Vendor
   From the menu, navigate to Maintenance → Vendors. Click the Add Vendor button.
   
   
2. Add Vendor Details
   Add the vendor's name, classification (electrical, plumbing, etc.), phone number and email address. Only Name and Contact Number are required.
   
   You may also add notes (only visible by your team) and indicate if the vendor is an on-site supplier. For complete vendor setup, you may need additional documentation such as tax identification number and relevant licenses or certifications.
   
   
3. (Optional) Add Insurance Information
   Add the vendor's insurance policy number and expiration date.
   
   
4. (Optional) Add Vendor Address
   Add the vendor's business address information.
   
   
5. Save Your Progress
   Click the Save button to save your vendor, or Close if you wish to exit without saving changes.

Additional Documentation

To complete the vendor setup process, the following documents may be required:

• Completed vendor setup form
• W-9 form
• Relevant licenses and certifications

Once the vendor setup is complete and all required documentation has been processed, the vendor can begin submitting invoices through the designated system. For any issues during the setup or invoicing process, please contact customer service for assistance.