Vendors are the trade partners your team assigns to work orders when warranty repairs are needed. Before you can assign a vendor to a work order, they need to be added to your vendor directory. Each vendor can have one or more contacts — the people who receive work order notifications by email.
Steps
Go to Vendors
From the left-hand navigation, under Warranty, select Vendors.Add a new vendor
Click the Add New button at the top right of the Vendors index.
Fill in the Vendor details
In the Vendor section, enter:Name — The vendor or company name
Website — The vendor's website (optional)
Trades — Select the trade(s) this vendor covers
Logo — Upload a company logo (optional)
Add at least one contact
In the Contacts section, enter the details for the vendor's primary contact:Name — The contact's name
Title — The contact's role (optional)
Email — The address where work order notifications are sent
Phone — The contact's phone number
Profile picture — (optional)
The first contact is marked Primary by default.
Add additional contacts (optional)
Click Add contact to include more people for this vendor — for example, an office coordinator and a field supervisor. You can mark exactly one contact as Primary.Create the vendor
Click Create. The vendor is now available to assign to work orders and communities.
Key Notes
At least one contact is required, and exactly one contact must be marked as Primary.
Use a company-level or distribution email for the primary contact (for example, [email protected]) rather than an individual's personal address. This ensures work order notifications keep reaching the right people even when personnel change.
Add vendors at the company level rather than by individual employee to avoid duplicate entries and keep your reporting clean over time.
Once added, you can assign the vendor to specific communities so they're easier to find when creating work orders — see How To Assign a Vendor to a Work Order.
Vendors don't need an account, app download, or login. They only receive the work order emails your team sends them.