VendorPM

Accessing VendorPM

Enterprise Leaders, Property Managers, & Vendors

Resetting Your Password

Settings for Enterprise Leaders & Property Managers

Configure Your Settings

My Vendors Tab

Creating a Quote Request

Service Categories

Navigating Your Inbox

Finding your Request for Quotation

Managing & Editing your Request for Quote & Adding More Vendors

Awarding Your Quotes (Single Award & Multi Award)

Adding & Editing Your Properties

Adding a New Vendor

How to navigate your list of vendors and viewing their details

Navigating your list of vendors (Compliance Only)

How to review, accept, or decline exemption requests from your vendors.

Reviewing exemption requests

Everything you need to know about managing your vendors

Adding and Removing Vendors from Your List

How to procure and award compliant vendors.

Procuring compliant vendors

Additional Insured Feature

Locating a Yardi Vendor ID

Using the Service Planner

How to manage your service planner through viewing options, filtering options, statuses, and understand what those statuses mean.

Managing Your Service Planner

Enterprise Leaders can now curate Preferred Vendor lists (separate from compliance)

Introducing Preferred Vendors for PMCs

Brian Moreira

Lauren Lawler

Joey Keenan

Resources on how to use VendorPM for Enterprise Leaders & Property Managers

Enterprises & Property Managers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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