Vendors

Maintain your vendor directory with contact information, categories, and supporting documents.

Vendors is your service-provider directory. Keep it current so teammates can reach the right contractor, uploader, or supplier without hunting through spreadsheets and email threads.

The vendor list

/vendors shows every vendor in your organization with:

Search across business name, category, and contact details.
Bulk selection with Delete for cleanup passes.
A row action menu with View, Edit, and Delete.

Vendor empty state

No vendors found

Add your service providers and contractors.

Add Vendor

The empty state on the docs is the same component shown before any vendors have been added.

Creating a vendor

From /vendors, open Create Vendor to record a new service provider. The form captures:

Business name (required).
Category — e.g. Plumbing, HVAC, Electrical, Janitorial, Landscaping. Categories come from your organization's vendor configuration.
Contact person — the individual you work with.
Email — primary contact email.
Primary phone and Secondary phone.
Website — the vendor's site URL.
Location — a free-text tag for the site they typically service.
Terms — payment terms or contract notes.
Notes — anything else worth remembering (preferred technicians, access codes, etc.).

The vendor detail page

Opening a vendor shows the full contact card plus a Documents section backed by the shared documents component:

Upload contracts, certificates of insurance, rate sheets, W-9s, invoices, and more.
Files are limited to 10 MB by default; the same type rules used elsewhere apply (executables and scripts are blocked).
Each document can be opened or deleted from the card.

Edit the vendor to update any field; delete to remove the record. Deleting a vendor does not cascade to tickets or service records because those entities do not currently store a direct vendor foreign key.

Finding vendor work

Right now, vendors are a standalone directory — tickets and service records reference vendors by name or in notes rather than through a formal link. When auditing work by vendor, rely on ticket descriptions, service record notes, and attached documents.

Tickets to log and track the actual work with a vendor.
Assets for the equipment a vendor typically services.

Mobile differences

The mobile app supports browsing vendors, creating new ones, and tapping a phone number to call directly from the vendor card. The web app remains the best place for bulk maintenance and uploading supporting documents.