Vendors
Vendors
Section titled “Vendors”Vendors are contractors, suppliers, and service providers you work with for maintenance, repairs, and property services. Track their contact information, specializations, and job history.
Table features
Section titled “Table features”The vendors table gives you full control over how you view and manage all your vendors.
Filtering
Section titled “Filtering”Filter vendors using any column with advanced filter options:
| Filter type | Description |
|---|---|
| Contains | Field contains the specified text |
| Not contains | Field does NOT contain the specified text |
| Is | Field exactly matches the specified value |
| Is not | Field does NOT match the specified value |
| Is empty | Field has no value |
| Is not empty | Field has a value |
How to filter: Click the filter icon then click Add filter button , select your filter type, and enter the value.
Filter examples:
- Vendor name contains “Plumbing”
- Category is “Electrical”
- Status is “Active”
- Phone is not empty
Column customization
Section titled “Column customization”Click the View Settings button to customize your table:
| Setting | Description |
|---|---|
| Row height | Compact / Standard / Comfortable |
| Toggle columns | Show/hide any column |
Toggle columns available:
| Column | Description |
|---|---|
| Vendor | Vendor name |
| Maintainace request | Number of completed jobs |
| Category | Type of work (Plumbing, Electrical, etc.) |
| Status | Active / Inactive |
| Phone | Contact phone number |
| Contact email address | |
| Address | Physical address |
| Website | Vendor website URL |
| Availability | 24/7 / Business hours / Weekends only |
| Notes | Internal notes |
| Created ar | Date vendor was added |
| Updated at | Date vendor record was last modified |
| Actions | Edit/ deactivate |
Pin columns
Section titled “Pin columns”Pin important columns to keep them at the table:
- Click the pin icon on any column
- Pinned column stay fixed while scrolling
- Click the pin icon again to unpin
Refresh button
Section titled “Refresh button”Click the Refresh button to reload the latest vendor data.
Export
Section titled “Export”Export vendor data as CSV or Excel:
- Click Export button
- Select format: CSV or Excel
- Choose which columns to export (all or selected)
- Click Download
Import CSV
Section titled “Import CSV”Bulk import vendors using a CSV file.
How to import:
- Click Import CSV
- Download the sample CSV template
- Fill in your vendor data
- Upload the file
- Review and confirm the import
Create a new vendor
Section titled “Create a new vendor”Click the Add vendor button to add a new vendor to your system.
Vendor form
Section titled “Vendor form”| Field | Required | Description |
|---|---|---|
| Vendor Name | Yes | e.g., Nairobi Plumbing Services. Full trading name of the vendor or contractor. |
| Category | Yes | The type of maintenance work this vendor specializes in. Options: Plumbing, Electrical, HVAC, Painting, Cleaning, Security, Landscaping, General Maintenance, Other |
| Email Address | No | e.g., info@vendor.co.ke. Primary contact email for job requests and invoices. |
| Phone Number | No | e.g., +254 712 345 678 |
| Address | No | e.g., 14 Ngong Road, Nairobi |
| Website | No | e.g., https://vendor.co.ke. Include the full URL with https:// |
| Notes | No | e.g., Preferred vendor for emergency plumbing. Available 24/7. Internal notes — not visible to tenants. |
Category options
Section titled “Category options”| Category | Description |
|---|---|
| Plumbing | Pipes, fixtures, water heaters |
| Electrical | Wiring, lighting, electrical panels |
| HVAC | Heating, ventilation, air conditioning |
| Painting | Interior and exterior painting |
| Cleaning | Housekeeping, janitorial services |
| Security | Guard services, security systems |
| Landscaping | Gardening, lawn care, trees |
| General Maintenance | Handyman services |
| Other | Any other service not listed |
Clicking a vendor
Section titled “Clicking a vendor”Click on a vendor name in the table to open their detailed overview.
Overview
Section titled “Overview”Here you will see the total amount of request the vender has and the total booking
Maintainace requests
Section titled “Maintainace requests”List of all maintenance jobs assigned to this vendor.
| Column | Description |
|---|---|
| Job ID | Maintenance request number |
| Tenant | Tenant name |
| Unit | Unit number |
| Date | Date of service |
| Description | Work performed |
| Amount | Cost of service |
| Status | Completed / In progress / Pending |
All the other coloumns are in the view settings
Calender
Section titled “Calender”Here you will see all the events and booking that took place in a weekly, montly or daily manner
From the vendor overview, available actions include:
| Action | Description |
|---|---|
| Edit vendor | Update vendor information |
| Deactivate vendor | Set status to Inactive (vendor remains in system) |
| Delete vendor | Permanently remove vendor (only if no jobs or expenses linked) |
| View jobs | See all maintenance jobs by this vendor |
| Create maintenance request | Assign a new job to this vendor |
| Status | Description |
|---|---|
| Active | Vendor is available for new jobs |
| Inactive | Vendor is not currently being used |
Select multiple vendors using checkboxes to perform bulk operations:
| Bulk action | Description |
|---|---|
| Mark as active | Mark the vender as active |
| Mark as inactive | Mark the vender as inactive |
| Set availability | Sets the availability of the vender |