How do I set a property's preferred vendors?
ForLandlordsProperty managers
Who can do this
Landlords, and Organization members who can edit properties or vendors.
Where to find it
Property → Actions → Add preferred vendors, or Preferred vendors tab → Add vendor / "+".
Steps
- Open the "Add preferred vendor" picker, type in Search vendors…, tick the vendors and select Add.
- To create a vendor, choose Add new (Actions card) or Add new vendor (tab). Adding a vendor this way doesn't link it to the property; link it afterwards.
- To unlink, open the vendor's row menu ("Vendor actions") and choose Remove from property. The toast "Vendor removed from property" offers Undo.
What happens next
The vendor shows in the Preferred vendors tab (business name and phone or email); click the name to open the vendor. Preferred vendors are offered first wherever you pick a vendor, for example when assigning maintenance. On a unit page, a linked vendor is linked to the whole building.
Troubleshooting
"Couldn't link vendors" / "Couldn't remove vendor": nothing changed; try again.
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