What this page is for
Everything about one vendor: contact details, rates and terms, their maintenance jobs and bills (when those modules are on), documents such as licences and insurance, and the communication log.
Who can use it
See vendors. Bank details show only with See vendor bank details (Admin, Finance).
How to keep their documents up to date
- Under Documents, add the licence or insurance with its expiry date.
- You are reminded before it expires.
Fields and columns
| Field | Meaning |
|---|---|
| Rating | Average stars from closed jobs. |
| Hourly rate, Call-out fee | Suggested when you add their labour to a job. |
| Bills paid within | The due date of their bills. |
Statuses and automation
Emails sent to the vendor's address are added to the communication log.
Settings that change this page
None.
FAQs
Why can't I see the bank details? Your role needs See vendor bank details.
Troubleshooting
| Problem | What to do |
|---|---|
| No jobs are listed | The Maintenance module is off, or the vendor has had no jobs. |