Assigning a Vendor to a Maintenance Request

When a maintenance request is submitted, someone needs to fix it. The Vendor field on the request form connects the work order to a specific contractor.

How to Assign a Vendor

When creating or editing a maintenance request:

1. Locate the Vendor dropdown.
2. Search for the contractor by name.
3. Select them from the results.

Creating a Vendor Inline

If this is a new contractor:

1. Type their name in the dropdown.
2. Click "Create New Vendor".
3. Enter their details (Name, Company, Phone, Email, Notes).
4. They're added to your Vendor Directory and auto-selected.

How Vendor Info Displays

Once a vendor is assigned, the maintenance request card displays:

• Vendor Name prominently on the card
• Vendor Phone Number for quick click-to-call access

This means anyone on your team who sees the open maintenance request can immediately contact the assigned contractor without hunting through a separate contacts list.

Changing Vendors Mid-Repair

If your initial vendor can't complete the job, simply edit the maintenance request and select a different vendor. The request history preserves a record of the change in the Activity Logs.

Best Practice

Always assign a vendor, even for small repairs you plan to handle yourself. Create a "Self / In-House" vendor entry and assign it to requests you fix personally. This ensures your maintenance analytics accurately capture every repair—not just the ones outsourced to contractors.