Work with vendors

Vendors are your outside contractors - plumbers, electricians, cleaners. They get their own sign-in and a portal that shows only the jobs you've assigned them, not your books.

How to dispatch a vendor

1. 1

   Open Operations > Field ops > Vendors and click New vendor: name, trade and contact details.

2. 2

   On any work order, set the Assigned vendor.

3. 3

   The vendor signs in to their own portal and sees their assigned jobs with the details they need.

4. 4

   Track the job from the work order's timeline like any other ticket.