Visitt simplifies vendor management by allowing you to add vendors to your work orders and communicate with them directly within the platform.
Adding Vendors
Navigate to Vendors using the sidebar.
Click the green Add vendor button at the top right.
Fill in the vendor details: Name, Company name, Email, Phone, Profession, and any additional Notes if needed.
Optionally assign a COI Category to the vendor. This determines which insurance requirements their COIs will be validated against. See Create and Manage Vendor COI Policy Categories for details.
Click Submit. The vendor will appear in your vendor list.
Assigning a Vendor to Work Orders
Navigate to any work order you wish to assign a vendor to.
Click the Quick Actions button inside the work order and select Vendor.
Select the vendor you want to assign from the dropdown.
Turn on the option to communicate with the vendor through the work order. This opens an option to send them an initial email right away.
Click Submit to assign the vendor and send the initial message if selected.
Once the vendor is assigned, they will receive an email with the work order description.
📎 Sharing attachments with vendors: The initial email sent to the vendor does not include images uploaded by your team. To share attachments, click the three dots at the top right of the vendor section within the work order → select Add Attachment → send a second email, which will include the attachments.
Additional Features
Filtering Work Orders by Vendor
Use the filter options on the Work Orders page to view work orders assigned to a specific vendor. Click Add filter and select Vendor from the list to narrow your view.
Viewing Vendor Work Order History
Open any vendor from the Vendors page to see all work orders they have been assigned to, along with their statuses. This gives you a full picture of each vendor's activity across your property.
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