How do I assign a vendor to a request?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Edit Maintenance Requests.
Where to find it
Maintenance Request → the request → Actions → No vendor assigned select
Steps
- Open the vendor select. If the property has preferred vendors, they're grouped under Preferred for this property above All vendors.
- Pick the vendor (shown by company name, or name).
- To remove the vendor, pick No vendor assigned.
What happens next
The vendor is saved on the request. The vendor is pre-filled if you record a vendor bill when closing the request.
Limits
Kera doesn't contact the vendor. No email, text or work-order link goes to them. Send the details yourself. Vendors are created under Vendors (see the Properties, owners and vendors chapter).
Troubleshooting
"Couldn't assign vendor" or "Couldn't remove vendor": try again.
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