Contractors & Suppliers
Under Contractors & suppliers in the menu.
The supplier directory and who is on this project: add firms, invite them to the portal and manage what they can see. Quotes, invoices and payments live under Money.
Methodology: Contractors, suppliers and professionals are relationship records shared across your projects. The directory is where a firm exists; the project tab is where it has access. Suppliers your Gmail folders recognise are queued here for you to confirm, merge or dismiss — nothing is created behind your back.
Steps:
- On Directory of suppliers press Add New Supplier: name, discipline and email, then Add. An email starts a one-off sweep of that sender's Gmail history.
- Review the New suppliers from your project mail folders panel: Confirm, Merge into an existing firm, Allocate to existing, or dismiss.
- Press Invite to portal on a row to invite that firm to this project; On the project lists who has access.
- Use Manage access to set what they see — Schedule, Job quotes, Tasks — and which phases or jobs.
- Search, filter by discipline, and Archive firms you no longer use; Merge suppliers when one firm has two records.
In the recommended process