Team & Subs
MANAGING YOUR VENDOR ROSTER
Add vendors, track contacts, and keep pricing data current.
⏱ 3 min3 steps
🎬Video Walkthrough Coming SoonFollow the written steps below to get started now.
STEP BY STEP
- 01
ADD A VENDOR
Go to Vendors and click 'Add Vendor'. Enter company name, contact info, and the material categories they supply.
- 02
ASSIGN MATERIAL CATEGORIES
Tag each vendor with the material types they cover (concrete, steel, lumber, etc.). The AI Vendor Agent uses these tags to route quote requests.
- 03
REVIEW QUOTE HISTORY
Each vendor profile shows a history of past quotes and accepted prices, giving you leverage data for future negotiations.