Vendor Management
Add and manage vendors — contractors, suppliers, and service providers — and track all expenses paid to them.
By Nolan and 2 others3 authors9 articles
- Vendor Management OverviewVendors handle maintenance and contract work for your properties, and can be attached to expenses, bills, work orders, and tenant requests in DoorLoop.
- Add a VendorAdd vendors to DoorLoop to track their work and payments — required before you can attach them to work orders and tenant requests.
- Edit a VendorUpdate vendor contact information, insurance details, and other information on file — such as an incorrect phone number or added tax details.
- Delete a VendorDelete an unused vendor from DoorLoop—only available if the vendor has no transactions attached; vendors with history cannot be deleted.
- Set Up a Vendor as a User on Your DoorLoop AccountGive vendors access to DoorLoop to receive notifications and update work orders — add them as a user with a limited Maintenance Team role.
- Create and Manage Vendor ClassificationsSet up custom categories to organize and filter your vendor list in DoorLoop.
- Set Default Vendor Categories for Bills and ExpensesSave time on bill and expense entry by setting default categories that automatically populate for each vendor.
- Assign or Notify a Vendor on a Work OrderAssign a vendor to a work order in DoorLoop—vendors must first be added as users to your account before they can be assigned and notified.
- How to Collect Your Payment From the Property ManagerWhat to do when receiving an email with a digital payment from the property manager through Checkbook.io.