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 be able to attach them to work orders and maintenance requests, you’ll need to create them in DoorLoop.
We’ll walk you through it now!
Note: If you need to assign a vendor to receive notifications and updates for tasks and work orders, you will need to add them as Users to your DoorLoop account. Adding them in the system as just a Vendor is mainly used just for recording work being done or who you are making payments. Learn how to create a vendor as a user by reading: Set Up a Vendor as a User on Your DoorLoop Account.
The Steps
You can add a vendor from the Create New button, but for the purposes of this tutorial, we will create them from the vendor's area.
To add a new Vendor, click on People on the main menu and then click Vendors.
On the top right corner, click the + New Vendor button.
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 this point, it’s up to you if you want to fill in extra information to flesh out their profile with the following information:
Personal Info: Other than the required name fields, use the Job Title and Notes field to add additional information. You can add columns showing this information on your Vendors Directory report found in the Reports section.
Contact Info: Here you’ll fill in the vendor’s Phone and Email. You can add more than one!
Address: Add the vendor's main address.
Alternate Address: If the vendor has additional locations, use this section.
Services: ((You can create vendor classifications by going to Settings > Vendor Classifications.) Once a classification has been created, you can apply the category from the dropdown menu. You can also select Vendor Categories here to help speed up bill and expense creation.
Insurance: Fill in the vendor’s insurance information. Important to have so you know a contractor's insurance isn't out of date while they are working on your properties!
Properties: You can assign which properties this vendor is able to work on. It could be all properties, or a specific set you’d like to assign. This is currently for informational purposes only.
Federal Taxes: Lastly, you can add tax information for your vendor. This is currently for informational purposes only.
Click Save when you are done entering information.
And that’s it! You’ve created a vendor. You can also create a vendor using these steps at the time you are creating an expense or bill.
Note: If you can not create a vendor for some reason, please check with your account owner and make sure that you have the proper permissions to create vendors. If not, they'll need to enable this for you on your user role.
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