Find Any Vendor, Including by Tax ID
What’s New
Find Any Vendor, Including by Tax ID
Answer “do we already have this vendor?” in seconds.
Feature Overview: Search by name, DBA, code, location, activity type and, for users allowed to see them, EIN, state tax ID or SSN. Filter by community and choose your own columns.
Benefits:
- Fewer duplicates: Check a W-9 against existing vendors before creating one.
- Your view: Columns you choose are remembered.
Export, Notes, Ratings and Documents
The full vendor file, in Manager.
Feature Overview: Export exactly what is on screen or a full record of chosen vendors. Add notes with job and admin ratings, and keep W-9s, contracts and certificates on the vendor’s Records tab.
Benefits:
- No more Caliber trips: Notes, ratings and documents are created in Manager and shared with Caliber.
- Rate as you go: Closing a work order can prompt for a vendor rating.
Merge and Import Vendors
Clean up and load vendors in bulk.
Feature Overview: Merge duplicates into the vendor you keep, moving invoices, payments, credits, work orders and assignments. Import vendors from a spreadsheet, with a test run first and a downloadable list of failed rows.
Benefits:
- Cleaner vendor lists: One vendor, one record.
- Fast onboarding: Load a new portfolio’s vendors in one import.
Manage Vendors From the Community
Everything a manager needs, where they work.
Feature Overview: Community → Contacts → Vendors assigns vendors, creates, opens and deletes them, and enters an invoice with the vendor pre-filled. Other Payees can be maintained and converted to vendors.
Benefits:
- Faster setup: Assign the community’s vendors in one dialog.
- One-off payees handled: Keep them tidy, and promote them to vendors when they become regulars.
Reference Lists, Permissions and Safer ACH
Fewer surprises.
Feature Overview: Maintain insurance types and activity types in Manager, copy one vendor’s assignments to another, see payment-hold flags on policy cards, confirm before switching ACH, and see only the actions you can use.
Benefits:
- No dead buttons: Every vendor action works for the people who see it.
- Fewer accidental changes: ACH changes need a confirmation.