Managing Vendors | Visitt - Help Center
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[Skip to main content](https://help.visitt.io/en/articles/9529819-managing-vendors#main-content) # Managing Vendors Everything you need to know about Vendors in Visitt Written by Zach Kahan August 26, 2026 Table of contents [Adding Vendors](https://help.visitt.io/en/articles/9529819-managing-vendors#h_1a04c99a3f)[Assigning a Vendor to Work Orders](https://help.visitt.io/en/articles/9529819-managing-vendors#h_153514f2af)[Additional Features](https://help.visitt.io/en/articles/9529819-managing-vendors#h_5c4c9df188)[Related Articles](https://help.visitt.io/en/articles/9529819-managing-vendors#h_related) Visitt simplifies vendor management by allowing you to add vendors to your work orders and communicate with them directly within the platform * * * 💡 **Please note:** Vendors can now be added both at the **property level** and at the **account level** globally. This article focuses on property-level vendors only. For information about global vendors - including creation, linking between properties, merging, and insurance approval per property - [click here](https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio). # Adding Vendors 1. Navigate to **Vendors** using the sidebar. 2. Click the green **Add vendor** button at the top right.  1. Fill in the vendor details: **Name**, **Company name**, **Email**, **Phone**, **Profession**, and any additional **Notes** if needed. 2. Optionally assign a **COI Category** to the vendor. This determines which insurance requirements their COIs will be validated against. See [Create and Manage Vendor COI Policy Categories](http://help.visitt.io/en/articles/13859935) for details.  1. Click **Submit**. The vendor will appear in your vendor list. * * * # Assigning a Vendor to Work Orders 1. Navigate to any work order you wish to assign a vendor to. 2. Click the **Quick Actions** button inside the work order and select **Vendor**. 3. Select the vendor you want to assign from the dropdown. 4. Turn on the option to communicate with the vendor through the work order. This opens an option to send them an initial email right away. 5. Click **Submit** to assign the vendor and send the initial message if selected.  Once the vendor is assigned, they will receive an email with the work order description. 📎 **Sharing attachments with vendors:** The initial email sent to the vendor does not include images uploaded by your team. To share attachments, click the three dots at the top right of the vendor section within the work order → select **Add Attachment** → send a second email, which will include the attachments. * * * # Additional Features **Filtering Work Orders by Vendor** Use the filter options on the Work Orders page to view work orders assigned to a specific vendor. Click **Add filter** and select **Vendor** from the list to narrow your view. **Viewing Vendor Work Order History** Open any vendor from the Vendors page to see all work orders they have been assigned to, along with their statuses. This gives you a full picture of each vendor's activity across your property. * * * ## Related Articles - [Create and Manage Vendor COI Policy Categories](http://help.visitt.io/en/articles/13859935) - [COI (Certificate of Insurance) for Tenants and Vendors](http://help.visitt.io/en/articles/11813819-coi-certificate-of-insurance-for-tenants-and-vendors) - [Documents in Visitt](http://help.visitt.io/en/articles/9491071-documents-in-visitt) - [Navigating and Managing Work Orders in Visitt](http://help.visitt.io/en/articles/9184327) Thanks for reading! Reach out if you have any questions — we're here to help 😊 * * * Related Articles - [How to Manage Your Categories](http://help.visitt.io/en/articles/9216614-how-to-manage-your-categories) - [Visitors Overview](http://help.visitt.io/en/articles/9414566-visitors-overview) - [Managing Packages](http://help.visitt.io/en/articles/9448312-managing-packages) - [Visitors Overview](http://help.visitt.io/en/articles/16297178-visitors-overview) - [Manage Global Vendors Across Your Portfolio](http://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio) Did this answer your question? Disappointed Reaction😞Neutral Reaction😐Smiley Reaction😃 Table of contents [Adding Vendors](https://help.visitt.io/en/articles/9529819-managing-vendors#h_1a04c99a3f)[Assigning a Vendor to Work Orders](https://help.visitt.io/en/articles/9529819-managing-vendors#h_153514f2af)[Additional Features](https://help.visitt.io/en/articles/9529819-managing-vendors#h_5c4c9df188)[Related Articles](https://help.visitt.io/en/articles/9529819-managing-vendors#h_related)
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