Vendor Management (Web)

Are you expecting a delivery that requires the use of the loading dock and/or freight elevator? Do you have repair work planned for your space that involves an outside contractor? Then please see the below article on Vendor Management.

Note, this article is targeted at Building Managers, Facility Managers, and Engineers.

1. From the home screen, please navigate to Vendor Management.
2. You will see four tabs within this feature's tab:
   • Requests - create a request for a vendor that is within the system
     • Search for the vendor or contractor - if they already exist in the system, then the COI (Certificate of Insurance) will appear.

3. Vendors - see which vendors are available and which are not. You can also export vendors, add new vendors, see which vendors have a valid COI, and the status of the vendor.
   • If you need to add a vendor, please ensure the COI is uploaded. To upload, click '+ add vendor', and upload the COI, if available. Otherwise, please request a COI from the vendor, which you can upload anytime prior to the visit under the 'Vendor' tab. For reference, see the Sample COI seen on the Requests tab.

4. Activity Log - see the activity of each vendor and the tasks they are/have completed.

5. Calendar - see which vendors are scheduled for the day, week, and month.

Related Articles:

Reserving a Building Amenity

Navigating the Home Screen on the Web

Creating a New Service Request

View and Edit Active Amenity Reservations

Have questions? Let us know what you think!

Your Dedicated Customer Support Team

[e-mail]