Skip to main content

Managing Suppliers

The Supplier Network helps management companies maintain a list of trusted contractors and link them to specific buildings or maintenance issues. This keeps procurement transparent and makes it easier to find the right contractor quickly.

What you can do

Add suppliers

Record contractor details: company name, trade, contact, insurance, and qualifications

Link to buildings

Associate suppliers with the buildings they service

Attach to issues

Link contractors to maintenance issues for tracking and reporting

Track performance

Record job completion, resident feedback, and cost data

Verify credentials

Store insurance certificates, qualifications, and membership details

Use Checkatrade integration

Where enabled, search and import verified tradespeople from Checkatrade

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 details.
3

Record trade and specialism

Choose the trade type: plumbing, electrical, roofing, gardening, cleaning, etc.
4

Add contact details

Phone, email, and emergency contact where applicable.
5

Upload credentials

Attach insurance certificates, accreditations, and qualification documents.
6

Link to buildings

Choose which buildings in your portfolio this supplier serves.

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

If enabled, the Checkatrade integration allows you to:
  • Search verified tradespeople by trade and location
  • View ratings and reviews
  • Import supplier details directly into your network
  • Keep imported records updated with current credentials
See the Checkatrade integration guide for setup 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