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Vendor Management

The Vendor Management module maintains the directory of all external suppliers and maintenance partners — their service categories, contact details, legal compliance, performance history, and pricing.

M2 Vendors main page

M2 Vendors list

M2 Vendors profile page

M2 Vendor detail view - Part 2

M2 Vendor add modal


ElementDescription
TitleVendor Management
SubtitleManage certified vendors and service contracts
ContractsOpens the Contracts management page
+ Add VendorOpens the Vendor Onboarding form

CardColourDescription
Total VendorsWhiteAll registered vendors
ActiveGreenVendors with Active status
Pending ReviewAmberVendors awaiting approval
Avg. RatingGreenAverage performance rating across all vendors
Active ContractsWhiteCurrently active service contracts
Expiring SoonAmberContracts expiring within the alert window

Example values (live data): Total: 2 · Active: 2 · Pending Review: 0 · Avg. Rating: 4.6 · Active Contracts: 0 · Expiring Soon: 0


ControlDescription
Search vendors…Full-text search by name or category
Filter iconApply additional filters

The Vendor Registry panel lists all registered vendors. Each row shows:

ElementDescription
Star ratingVendor performance rating (e.g. 4.5 ★)
Vendor NameTrade name
Status badgee.g. Active (green)
Legal nameRegistered company name
Category badgeService category (e.g. HVAC, Pool Services)
Avg response timeAverage time to respond to a job
Total jobsNumber of completed jobs
On-time ratePercentage of jobs completed on time
ContactPrimary contact name and phone, with link to profile
VendorLegal NameCategoryRatingAvg ResponseJobsOn-TimeContact
CoolBreeze HVACCoolBreeze Air Conditioning LLCHVAC4.530 min12093%Ravi Patel · +971561234567
AquaClear Pool ServicesAquaClear Maintenance LLCPool Services4.760 min20095%James Wilson · +971562345678

Access via + Add Vendor. Back link: ← Back to Vendor List

Title: Vendor Onboarding Subtitle: Add a new certified supplier or maintenance partner.


Business identity and service categories

FieldNotes
Trade Name / Display Namee.g. Master Cooling Systems
Legal Company Namee.g. MCS Services Co., Ltd.

Service Categories — checkboxes, select all that apply:

Column 1Column 2Column 3
PlumbingElectricalHVAC
Pool ServicesLandscapingSecurity
CleaningGeneralPest Control

Primary representative and location

FieldNotes
Contact PersonFull name
Email Addresse.g. [email protected]
Phone Numbere.g. +66 8x xxx xxxx
Emergency PhoneMarked with Emergency badge — 24/7 contact number
AddressFull address

Licenses, insurance, and certifications

FieldNotes
Tax IDTax identification number
License NumberBusiness or trade license number
Insurance ExpiryDate picker
CertificationsType certification name and press Enter (e.g. ISO 9001:2015) — use Add to save each entry

Account status and additional notes

FieldNotes
Account StatusDefault: Pending Review — new vendors are usually pending review before activation
NotesAdditional information about this vendor

ButtonAction
CancelDiscard and return to Vendor Registry
Register VendorSave and create the vendor profile

Click any vendor row to open the full profile.

ElementDescription
AvatarInitials (e.g. CH for CoolBreeze HVAC)
Vendor Namee.g. CoolBreeze HVAC
Status badgee.g. Active (green)
Legal namee.g. CoolBreeze Air Conditioning LLC
Category badgee.g. HVAC
EditOpens the vendor profile in edit mode
Back link← Back to Vendors

Performance logs from completed work orders

Shows completed jobs linked to this vendor. Displays No service history yet when empty.


Add services or products with their prices. Changes are saved instantly.

FieldNotes
Item TypeDefault: Service
Item Namee.g. Pool pump replacement
DescriptionOptional description
UnitDefault: Job
PriceNumeric, default 0
Min ChargeOptional minimum charge

Use + Add Item to add pricing entries. All changes save immediately.

Displays No pricing items yet. Add the first one above. when empty.


FieldExample
Name & RoleRavi Patel — Primary Contact
Phone+971561234567
Email[email protected]
AddressIndustrial Area 2, Dubai

Shows active service contracts for this vendor. Displays No contracts when none exist.

View All Contracts button opens the full contracts list for this vendor.