How do I add a vendor?
ForLandlordsProperty managers
Who can do this
Landlords, and Organization members with Create Vendors. Needs an active subscription.
Where to find it
Vendors → Add Vendor, or Add new / Add new vendor in a property's preferred-vendor picker.
Steps
- "What do they do?": pick one or more Service categories. Continue.
- "Who are they?": Business name, Contact name, optional Tax ID. Continue.
- "How should we reach them?": Preferred contact method (Email, Phone or Text), Email, Phone. The contact for the preferred method is required; the other is optional. Continue.
- "How do you pay them?" (optional): Hourly rate, Payment terms (Due on receipt, Net 15, Net 30, Net 45, Net 60, Net 90), Account number.
- "Do you report what you pay them for tax?" (optional): No, T4A (CRA, for contractors in Canada; add the CRA business number) or 1099-NEC (IRS, for US contractors; add the EIN (Employer Identification Number)).
- "Where are they, and when are they available?" (optional): Business address, Availability.
- "Anything to note?" (optional): Notes.
- Select Add vendor.
What happens next
No success toast; the vendor appears in the list. You can link them as a preferred vendor and assign them to maintenance requests.
Troubleshooting
"At least one service category is required", "This field is required" (Business name, Contact name), "Enter an email" / "Enter a phone number" (preferred contact missing), "Invalid email". "Couldn't add vendor": the draft stays open; try again. Without a subscription, the plan dialog opens.
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