Managing Your Vendor List

How to add vendors, track contact info, trades, license numbers, and insurance status.

Adding a Vendor

1. Navigate to the **Vendors** page
2. Click **Add Vendor**
3. Enter the vendor's **company name** and **trade** (e.g., Electrical, Plumbing)
4. Add **contact information** — name, phone, email
5. Note their **license number** and **insurance status**

Why Track Vendors?

• Quick access to contact info when you need to schedule work
• Insurance and license verification for bank requirements
• Payment tracking linked to budget line items
• Historical record for warranty claims

> TIP: Always verify that your subcontractors have valid insurance (general liability + workers compensation) before they start work on your site. If an uninsured worker is injured, you could be liable.