Skip to main content

Managing Suppliers

The Supplier Network helps management companies maintain a single list of trusted contractors across their whole portfolio, and control which buildings can see each one. This keeps procurement transparent and makes it easier to find the right contractor quickly.

What you can do

Add suppliers once, portfolio-wide

Record contractor details centrally: company name, trade categories, phone numbers, email, website, and notes

Assign to buildings

Choose which buildings each supplier serves — only residents and directors of assigned buildings see them

Attach to issues

Link contractors to maintenance issues for tracking and reporting

Track ratings and reviews

Suppliers imported from Checkatrade keep their rating, review count, and verified status

Edit centrally

Update a supplier once and every assigned building sees the change

Search Checkatrade

Search verified tradespeople across the UK and post jobs — the integration is live

Adding a supplier

1

Open Supplier Network

Navigate to Supplier Network or Suppliers from the sidebar.
2

Add a new supplier

Click Add Supplier and enter the company name.
3

Choose trade categories

A supplier can have more than one trade: plumbing, electrical, roofing, gardening, cleaning, etc.
4

Add contact details

One or more phone numbers (labelled mobile, office, emergency, etc.), email, and website.
5

Add notes

Record anything the team should know — account references, preferred contacts, or coverage limits.
6

Assign to buildings

Choose which buildings in your portfolio this supplier serves. Residents and directors only see suppliers assigned to their building.

Using suppliers on issues

When a maintenance issue is reported:
  1. Open the issue in the Issues area
  2. Assign or link the appropriate supplier
  3. The supplier record provides contact details and credentials
  4. Track the job from assignment through to completion
  5. Record costs and outcomes for future reference

Checkatrade integration

The Checkatrade integration is live and lets you:
  • Search verified tradespeople by postcode, trade category, and radius
  • View ratings, review counts, and verification status
  • Import supplier details directly into your network
  • Post jobs — directors and managers can post building-level jobs; residents can post jobs for their own flat
See the Checkatrade integration guide and the Supplier Network feature guide for details.

Tips

Keep insurance up to date

Expired insurance is a liability — track renewal dates in supplier records

Record costs per job

Historical cost data helps with future budgeting and contractor selection

Build per-building lists

Some contractors only serve specific areas — link them to the right buildings

Review performance annually

Use job history and feedback to decide which suppliers to retain