Vendor & Contractor Management
A portfolio with a dozen trade partners generates a dozen different invoice formats and a dozen different insurance certificates to track. We build the system that keeps them all straight.
What we build
- Vendor directory: Every trade partner's contact info, rates, and service areas in one place.
- Insurance & license tracking: Certificates of insurance and licenses tracked with automatic expiration alerts.
- Bid & scheduling coordination: Work requests sent to qualified vendors, with responses and scheduling in one thread.
- Invoice routing: Vendor invoices tied to a specific work order, routed for approval automatically.
Implementation scope
Vendor management connects to work order dispatch and billing, so a completed job automatically triggers an invoice request from the assigned vendor.