To add preferred vendors to a property or association:
- Navigate to Rentals > Properties, or Associations > Associations.
- Then, click on the property or association you want to add preferred vendors to.
- From the property summary page, click the Vendors tab.
- Select Manage Vendors to add the preferred vendors for that particular property or association.
- Select the plus sign next to each vendor you want to add, then click Save.
To use preferred vendors when creating a work order:
Now, when you go to select a vendor for a bill or expense, if a property is selected, we'll bubble preferred vendors to the top of the list to make it easier for them to find the right option.
- Navigate to Maintenance > Work orders.
- Then, click Add work order.
- After you enter the subject, property and category, click on the vendor drop down menu.
- All preferred vendors for the property selected will appear at the top of the vendor list.