Vendor Management
Insurance, W-9s, 1099 thresholds — never chase a vendor for docs.
12 vendor categories, insurance/COI tracking with expiration alerts, W-9 management, 1099 threshold tracking, and duplicate expense detection. Linked to expenses and make-ready tasks.
Insurance and compliance tracking
Upload vendor insurance certificates with expiration dates. The system tracks current, expiring soon, and expired status automatically. You get alerts at 60, 30, and 7 days before expiration. W-9 management tracks upload status and lets you request missing documents.
1099 threshold tracking
The vendor dashboard shows YTD spend per vendor against the $600 1099-NEC threshold. Operators can see at a glance which vendors will need 1099s at year-end. Performance metrics track total jobs, average expense, and all-time spend per vendor.
What's included
- 12 vendor categories (plumber, electrician, landscaping, etc.)
- Insurance/COI upload with expiration tracking
- 4-tier expiration alerts (60/30/7/expired)
- W-9 upload and request workflow
- 1099 threshold tracking ($600 YTD)
- Vendor performance metrics
- Duplicate expense detection
- Linked to expenses and make-ready tasks
- Quick vendor selection in expense and task dialogs
- Soft delete support