Vendors Support Resource Page

The Vendor Section provides a list of all vendors or subcontractors utilized by your company.  Each vendor has a profile where you can keep their contact information, details, notes and assign them roles.  You can also track their license and insurance information.

Over to the left of this screen, click on the Employees and Vendors category for more Questions and Answers related to Employees.

In the upper right of this screen, click on the magnifying glass and you may search for VENDOR, in the Knowledge Base to find related Questions and Answers.

• Related Articles

• Invoice Support Resource Page

  The Invoice feature of the system allows you to create invoices on cases directly from the system. Start by setting up billing and invoices.  Click on Settings then go to the Billing & Invoices Settings Over to the left of this screen, click on the ...

• Employees / Staff Resource Page

  The Employee Section provides a list of all employees within the company.  Each employee has a profile where you can keep their contact information,details, notes and assign them roles.  You can also track vacation and sick days in this area as well. ...

• All Cases Resource Page

  The All Cases list gives you a convenient list of all cases in the system, both Active and Inactive.  Whether a case is active or not is determined by the Case Status.   You can choose whether a case status is active or not via the Settings > Case ...

• Active Cases Resource Page

  The Active Cases list gives you a convenient view of all cases that are, well...Active.  Ones that are new or you are working on, or perhaps wrapping up.  Whether a case is active or not is determined by the Case Status.   You can choose whether a ...

• Clients Resource Page

  The Client Section provides a list of all clients within the company.  Each client has a profile where you can keep their contact information,details, notes and provide access to the system.  Over to the left of this screen, click on the Clients ...