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Vendors

Manage your trusted service providers—contractors, service companies, and vendors who work on your home or systems.

What Are Vendors?​

Vendors are service providers who:

  • Work on your home or systems
  • Provide regular maintenance or service
  • You want to track and remember

Adding a Vendor​

New vendor form showing company name, contact information, and service types New vendor form showing company name, contact information, and service types
  1. Go to People → Vendors
  2. Click "Add Vendor" or "New Vendor"
  3. Enter vendor information:
    • Company name
    • Contact information
    • Service types
    • Notes
  4. Save the vendor

Managing Vendors​

Vendors page showing all service providers with ratings and service history Vendors page showing all service providers with ratings and service history
  • View all vendors - See all vendors you work with
  • Edit vendors - Update contact information and details
  • Rate vendors - Keep notes on quality and reliability
  • Track service - Link vendors to systems and maintenance
  • Remove vendors - Remove vendors you no longer use

Vendor Information​

For each vendor, you can track:

  • Contact information - Company name, phone, email, address
  • Service types - What services they provide
  • Service history - Work they've done
  • Ratings - Your notes on quality and reliability
  • Preferred status - Mark your favorites

Recording Service​

Vendor detail page showing service history and ratings Vendor detail page showing service history and ratings

When vendors do work:

  1. Find the vendor
  2. Record the service
  3. Add notes about the work
  4. Rate the service quality
  5. Link to the system or asset

Tips​

  • Add vendors as you work with them
  • Rate vendors to remember who's reliable
  • Keep contact information up to date
  • Link vendors to systems they service
  • Track service history for reference

Next: Learn about contacts →