Help Center›Restoration & Vendors
How do I maintain vendors, compliance, and ledger details?
For office teams · Updated October 12, 2026
Use this when setting up or reviewing vendor records, compliance, or spend.
Vendor basics
Add the vendor from the Vendors page, then use Edit for legal name, address, website, and services offered. The vendor row flags missing contacts, services, or rates; vendors are usable without them.
Compliance documents
On the Compliance tab, upload a document against each requirement. Documents track expiry dates, and the vendor pill shows Compliant, Warning, Override required, or Blocked. Waivers and document history live alongside.
Rates and services
Capture capabilities on the Services tab and add rate guidance per service so vendor sends and Project Costing stay consistent.
Ledger and prepaid
The Ledger tab is restricted to financial and Project Costing users. It shows that vendor's Prepaid balance beside month and year-to-date vendor spend and an Unreconciled count. Record entries with Add to prepaid, Use prepaid on a project, Pay for work, or Adjust balance, each with an amount, date, project, and notes. Each vendor carries one running prepaid balance, and voiding an entry keeps history and requires a reason.
Rostered workers
Link a staffing vendor to a labor source under Team, People, External Workers, then Labor Sources, to roster individual workers. Only linked workers can be added by name as rostered crew on events.