Vendors

Keep every contractor and supplier in one list, with their contact details and what you have paid them.

• Vendors > Add Vendor
• Link a cost to them with Add cost
• Keep Show price off if you do not want it public

Add a vendor

Choose Add Vendor and fill in:

• Business Name
• Primary Contact
• Email, Phone and Website
• Notes: services, rates, best times to call

You can edit any of it later, right on the card.

What the card shows

• Logo, business name and contact
• Description, phone, email and website
• The phases they worked in
• Paid: the total of costs linked to them

Link costs to a vendor

• Choose Add cost on the card.
• Or pick the vendor when you add a cost on a task.
• Filter the Budget page by vendor to see everything you spent with them.

Save the contact

Choose Save contact to download their details as a contact card for your phone or address book.

Sharing a vendor

• Show price on the card decides whether what you paid shows on your public showcase.
• Whether vendors show at all is a separate setting. It is off until you turn on Show public vendors.

Heads up: That setting shares vendor names and contact details. Think before you switch it on.

Common questions

Can I delete a vendor? Yes, with the bin icon.

Are vendors visible to everyone in the project? Yes, to the project's members. The public only sees them if you allow it.