Introduction
Vendors are external, third-party companies that employ Contractors who your Site hires to perform work.
Managing your Vendors and ensuring that they have all the required documentation to comply with your Site's requirements is an important component of your role as a Site Administrator in ContractorOS.
How To View and Invite Vendors
To view a list of vendors that have registered for your site:
- Login to ContractorOS
- Click the Manage Button
- Click "Vendors"
You will see a list of vendors that are currently active, as well as details such as the Sites each vendor is assigned to, the number of contractors under that vendor, and the vendor contact name.
To invite a new vendor, click the blue Invite Vendor button and follow the prompts. You can find a detailed guide on how to invite a new vendor here.
How To Manage Vendor Details
Click into any Vendor record to open the Vendor details page. Here you will see the Vendor's Compliance Status, as well as all the Status of all documents assigned to the Vendor and all Contractors assigned to them.
On the Vendor Details page, you can take the following actions:
- Click
Edit Details if you need to update the Vendor Details, such as the company name, contact name, email, phone number or address. Be sure to hit
to save your changes.
- Click
View Contractors to view a list of Contractors registered in ContractorOS by this Vendor.
- Click
Add Site to add this Vendor to an additional Site within ContractorOS.
- Click
Assign Task to assign a new task to the Vendor or to their Contractors.