Welcome! This article will show you how to manage the Vendors page by adding and removing a vendor. For clients using our Compliance Software, you can also view the compliance status and documentation of your vendors in this menu.
How to Access your Vendors on VendorPM
To begin, in the left navigation, under Manage, click Vendors.
Note: This used to be called "My Vendors" - same location, just a new label.
This will take you to the Vendors page where you can browse, search, filter, and manage all vendors connected to your organization.
Finding a Vendor
Use the search bar to search the list by company name.
You can also use the Filter button to filter vendors by:
Service Category
Service Type
Compliance Status (if using our Compliance Software)
Preferred Status
Rating
Union Status
Account Status (claimed/unclaimed)
Vendor Region
Property Clearance Status (if your company uses property clearance)
Yardi or MRI Integration Status (if your company uses those integrations)
Use the Sort by dropdown to sort your vendor list by rating, recent jobs, alphabetical order, and more.
Managing your Vendors
To remove a vendor from your list:
Find the vendor on the Vendors tab
Click the three-dot menu (⋯) next to their name
Select "Remove vendor"
This removes the vendor from your vendor list. If the vendor is Preferred, their preferred status is removed too. To keep the vendor on your list and only remove their preferred status, select "Unmark as preferred" instead.
Separately, you can also:
Remove the vendor from your Preferred list
Rate the vendor (or write a review)
Nudge vendors to claim their account, or submit compliance documents
Adding a Vendor
To add a vendor to your vendor list:
Click the "Add Vendor" button (blue button in the top-right)
In the side panel, search for the vendor by name, email, or address
* If they already exist on VendorPM, you can select them
If no match appears, click "Add new vendor"
3. Fill out the required fields:
Company Name
Email Address
Company Address
Phone Number
Service Types
Property Clearance (if enabled)
Adding vendors to a property will allow them to submit documents, to become cleared to work at that property.
Mark as a preferred vendor? (Yes or No, set to Yes by default)
Reason for request (when you are requesting preferred status)
If your company uses Yardi or MRI, you can also add the vendor's ID under Link to Yardi using Vendor ID or Link to MRI using Vendor ID. These fields are optional.
4. Review and confirm the details
5. Click Continue
The vendor is added to your list right away. If you answered Yes to "Mark as a preferred vendor?", the preferred status may need approval from your Enterprise Leader (EL).
If the vendor isn't on the system, they will be able to set up their profiles. If your company uses our Compliance Software, the vendors will be prompted to upload their compliance documentation according to your specific requirements.
Viewing a vendor's Compliance Documentation (Compliance Software Only)
To view a vendor's compliance documents, click on the vendor's name to open their profile.
Click on the Compliance tab under the vendor's name. This tab appears once the vendor works with your company and your company has compliance requirements. If your company uses property clearance, the tab is split into Company and Properties sub-tabs.
You can now see all the compliance requirements, expiration dates (if applicable) and download those documents if needed.
New! Pending Tasks and My Requests Tabs
Adding a vendor to your list doesn't need approval. Requests to mark a vendor as preferred may need approval from your Enterprise Leader.
If you have a preferred vendor request waiting for approval, you can see it in the My Requests tab on the Vendors page. It's in the same place Enterprise Leaders see their Pending Tasks tab.
If you're an Enterprise Leader, you can review preferred vendor requests and exemption requests in the Pending Tasks tab
You'll get an email when your Enterprise Leader approves or declines your preferred vendor request.