"Preferred" and "Compliant" are now separate
Preferred Vendors = vendors your company wants to work with long-term
Compliant Vendors = vendors who are eligible to work but may not be “preferred”
This lets Enterprise Leaders (ELs) promote quality, reputation, and partnership (not just compliance)
Note: Vendors can now be invited to become compliant without being added to the preferred list.
Updated Vendors Page
“My Vendors” is now simply called Vendors
Tabs reduced from many → just two:
Vendors
Pending Tasks (Enterprise Leaders) or My Requests (property managers)
If you have a preferred vendor request waiting for approval, you can see it in the My Requests tab. It's in the same place Enterprise Leaders see their Pending Tasks tab.
You can now filter by Preferred status to show only Preferred Vendors
New global search, filters (compliance, service category, rating, etc.) and sorting options added
New Add Vendor Flow for PMs
Click “Add Vendor” → opens a side panel
Search by name/email/address to check if they’re already on VendorPM
If not found, use the Add New Vendor CTA to submit the following mandatory vendor info:
Company name
Email
Address
Phone
Service types
Reason for request (shown to the EL, only when marking the vendor as preferred)
The vendor is added to your Vendors list right away
If a PM also marks the vendor as preferred, they confirm & submit the request → sent to ELs for approval
Changes for Enterprise Leaders (ELs)
ELs now approve preferred vendor requests
Requests from PMs to mark a vendor as preferred require EL approval
ELs receive batched emails every 4 hours with requests
The Pending Tasks tab consolidates all:
Preferred vendor requests
Compliance exemption requests
Review & Action Vendor Requests
From the Pending Tasks tab, ELs can:
Approve = vendor is added to Preferred list
Decline = the vendor stays on your list as a non-preferred vendor, and the person who asked is emailed the decision
RFQ Flow Changes
Inviting a vendor from an RFQ no longer adds them to the preferred list
“Add Vendor” has been replaced with “Invite vendor” and “Remove Vendor”
Vendors invited through RFQs will appear in the RFQ only (not in your vendor list) until you award them. Awarded vendors are added to your Vendors list (not as preferred).
Note: You can't mark a vendor as preferred while inviting them to an RFQ.
Track Your Preferred Vendor Usage
New Widget on EL Homepage:
See % of jobs awarded to preferred vendors
Export full breakdown via CSV (includes job, property, vendor info)
Better Search, Filter & Sort Options
Now available on the Vendors page and Pending Tasks tab:
Filters: compliance, rating, union status, service types & more
Sort options: by rating, recent jobs, compliance level, A-Z, etc.
Preferred status filter to narrow your view
Where to Find Preferred Vendor Info
Preferred vendors have a blue checkmark badge
You can see this across:
Vendor profile pages
Marketplace search results
Reports and the vendor list
Clean List = More Control
With this update, your PMC can:
Keep a clean vendor list
Avoid auto-adding vendors who are only needed for one-time jobs
Put decision-making back in ELs’ hands