Portfolio Desk
User guide
Portals 4 min read

Vendor portal

Vendors need two things: what work is assigned, and a way to keep their paperwork current. Both without an account in your main application.

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    Work orders and compliance

    The tickets assigned to them, their contacts, and their insurance certificates — which they can renew directly rather than by email.

    Vendor portal showing assigned work orders
    A real screen from the running product, captured against a demo portfolio.

Used alongside

Vendors & insurance certificates

Who is approved to work on your properties, and whether their cover is still in force.
Maintenance tickets

The work queue, from resident report through vendor assignment to cost capture.
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