1. Accessing the Vendor Module
From the main work order page, switch to the Vendor module
View a list of all vendors, including:
Site locations
Assigned categories
Main email and phone number
Renewal dates
If you have many vendors, adjust the pagination at the bottom (e.g., “Show 10” to “Show 100”)
2. Viewing and Editing a Vendor
Click into a vendor to manage details
Editable fields include:
Vendor name
Primary contact
Payment terms and amounts
Contract renewal dates
Reminder settings
3. Managing Contracts and Insurance
Set contract renewal reminders to notify admins via email
Manage Certificate of Insurance (COI):
Set expiration dates and coverage amounts
Enable COI expiration reminders for automated email notifications
4. Vendor Report Scheduling
Set report cadence: daily, every three weeks, monthly, etc.
Select contact recipients to receive reports
Reports include all completed and incomplete work orders
Use “Send Report Now” to send a manual update if needed
5. Notes and Contacts
Add internal notes viewable by Flowpath users
Manage vendor contacts:
View, edit, or delete contact information
Add new contacts using the “Add Contact” button
Update name, email, phone number, and contact notes
6. Vendor Access Control
Grant access to:
All sites and locations
Selected buildings or locations only
Assign categories such as HVAC or plumbing to filter work order visibility
7. Work Orders and Attachments
View recent work orders tied to the vendor
Includes hyperlinks to each work order
Shows creation/completion dates, script details, and equipment
Manage related invoices and attachments within the vendor profile
8. Archiving and Creating Vendors
Archive a vendor by clicking “Archive Vendor”
To add a new vendor:
Click “Create Vendor”
Fill out all necessary fields: contacts, contract info, access, and categories
Download the vendor list as needed
9. Support
Use the live chat support at the bottom of the page
Search help articles or message the CS team for assistance