Vendors and contractors
The companies and tradespeople who service a complex, so maintenance tickets can be assigned to them and expenses linked to them.
The Vendors & contractors card lists the companies and tradespeople who service a complex, such as the lift company, the cleaners or the plumber. Maintenance tickets can be assigned to them, and expenses linked to them.
Who can use it
Sidebar › Settings › Staff & vendors: a Complex Admin, or an Org or Global Admin inside the complex, adds, edits and removes vendors. Maintenance staff and concierges see the active vendors when a ticket is assigned.
Add a vendor
- Open Sidebar › Settings › Staff & vendors.
- On the Vendors & contractors card, choose Add vendor.
- Enter the Name and pick the Category. The contact details, the contract end date and the contract document are optional.
- Save the form.
Staff, shifts and vendors explains every field, the ratings and how removing a vendor works.
In the Getting started checklist
The recommended Add your vendors and contractors step of the Getting started checklist is done once the complex has an active vendor. Do it opens the Add vendor form.