Help Center›Restoration & Vendors
How do I send a vendor a work order?
For office teams · Updated September 21, 2026
Use this when an outside crew is doing the work and the vendor needs the details in writing.
Create one
Open the event, find the Vendor crews & work orders card, and choose + Add vendor crew. The create-event wizard's crew step takes vendor crews too; those drafts save once the event is created.
Fill it in
Pick the people you are hiring. The work order rolls up to their company, so one vendor gets one per event. Add the scope of work, an estimated cost if you want a not-to-exceed amount, and any photos or items the vendor should see.
Send it
Choose Send work order. The vendor gets an email with a link, and the status moves draft, sent, viewed, then confirmed or declined.
What the vendor sees
One page with when, where, the site contact, the scope of work, the not-to-exceed amount, and the crew. They can confirm it, correct the crew names, or decline with a required note.
After a time or address change
The event card shows a resend banner when the sent copy no longer matches. Resending issues a new link and the old one stops working.
Where to watch them
Open Vendors and choose Work orders for the Work Order Center, which lists crew work orders and item send-outs across every vendor.