Overview
Vendors are an important part of property management. They handle maintenance and contract work for your properties, get attached to expenses and bills, and if you want to attach them to work orders and maintenance requests, you'll need to create them in DoorLoop first.
Note: Vendors can receive email notifications about a task or work order directly — just select the email/notify option when creating or updating it. However, to let a vendor log in and update tasks or work orders themselves, you'll need to add them as a User to your DoorLoop account. Learn how in Set Up a Vendor as a User on Your DoorLoop Account.
The Steps
To add a new Vendor, click Create New at the top of the main menu. then under the People section, click Vendor.
In the New Vendor window, enter the vendor's information. The only required fields are the vendor's First Name and Last Name, or the Company name. After the required fields, fill in any of the following optional information:
Personal Info: Beyond the required name fields, use the Job Title and Notes fields to add more detail. You can display this information as columns on your Vendors Directory report under Reports.
Contact Info: Enter the vendor's Phone and Email. You can add more than one of each.
Address: Add the vendor's main address.
Alternate Address: Use this if the vendor has additional locations.
Services: (You can create vendor classifications by going to Settings > Vendor Classifications.) Once a classification is created, apply it from the dropdown menu. You can also select Vendor Categories here to speed up bill and expense creation.
Insurance: Fill in the vendor's insurance information. This helps confirm a contractor's insurance is current while they work on your properties.
Properties: Assign which properties this vendor can work on — all properties, or a specific set. This is for informational purposes only.
Federal Taxes: Add tax information for your vendor. [FLAGGED — needs confirmation: does this generate 1099s, or is it informational only? See note below.]
Send Payments: If enabled for this vendor, you'll be able to send them electronic payments via Checkbook.io.
Click Save to finish.
You've created a vendor. You can also create a vendor at the same time you create an expense or bill.
Note: If you cannot create a vendor, check with your account owner to make sure you have the proper permissions. If not, they'll need to enable this on your user role.