The vendor registry is the backbone of your compliance tracking — every certificate is tied to a vendor record.
Adding a vendor. Go to Vendors and click "Add vendor". Only the name is required. Recording the trade (roofing, landscaping, HVAC…) and license number as you go makes reports far more useful, and the contact email is where renewal reminders can be sent.
Editing a vendor. Open any vendor from the list to edit its details, see the properties it is assigned to, and view its certificates.
Searching and filtering. The Vendors page searches by name, trade, or email, and filters by status. By default you see active vendors only.
Archiving instead of deleting. When you stop working with a vendor, archive it from the vendor's page. Archiving hides the vendor from the active list but preserves its certificate history — which is exactly what you want if a claim ever surfaces from past work. Use the status filter to see archived vendors.
Still stuck? Use the support button in the corner or open a ticket and we’ll get back to you.