How do I manage my vendors?
Keep contractors and service providers in Vendors: contact details, trades, preferred status, insurance and license expiry dates, and documents like a certificate of insurance or a W-9.
You can assign a vendor to a maintenance request and rate them per job. Insurance or license expiry reminders are advisory - they never block you from using a vendor.
When an expense or receipt names someone who isn't in your list yet, the Vendors page suggests adding them - review and correct the detected details before saving, and their past expenses link to the new vendor so spend and 1099 totals attach. Nothing is ever added automatically.
Once a vendor with an email on file is assigned to a maintenance request, use Email job to vendor to send them the work order - the property, unit, job description, category, priority, and your contact details. They reply or call you directly; vendors do not need an account. Each send is a button you press, so nothing goes out without you.