Vendors & Contacts

Manage your subcontractors, suppliers, and project contacts.

• Managing Your Vendor List — How to add vendors, track contact info, trades, license numbers, and insurance status.
• Vendor Categories and Trades — Standard trade categories for organizing your subcontractors and suppliers.
• Tracking Vendor Payments — Linking vendor payments to budget line items and tracking paid vs. owed amounts.
• Getting and Comparing Bids — Best practices for getting bids, what to look for, and red flags in contractor bids.