Why track vendors
If you sublet paint correction to a specialist for $200 and don’t record it, your reports think that job was pure profit. Tracking the vendor cost means your Insights show what you actually made.Adding a vendor
1
Open Vendors
Go to Vendors in the main menu.
2
Add a vendor
Enter the vendor’s name, contact details, and category (paint shop, supplier, mobile tech, etc.).
3
Set default rates (optional)
If you use a vendor regularly, set a default cost so it’s quick to add to jobs.
Assigning a vendor cost to a job
When a job involves outside work, add the vendor cost to that order. The cost is then subtracted from the job’s revenue in your reports, giving you an accurate profit per job.Vendor financials
The Vendors area includes dedicated views for managing the money side:Expenses
Use Expenses to turn vendor costs into a clear payable ledger. This is where you track open balances, paid expenses, materials purchases, general overhead, and order-related costs that should be tied back to real jobs. Common expense types include:
When an order already has vendor costs waiting for an expense record, save them from Expenses so payments and balances stay in one place.
Vendor documents
Vendor documents
You can attach invoices, receipts, and other paperwork to a vendor or a bill, so everything is in one place at tax time instead of scattered across a shoebox and your email.
Orders
Add vendor costs to jobs.
Insights
See profit after vendor costs.
Inventory
Track supplies and materials.
Export
Export expense data for accounting.