To control what vendors can view and edit, you’ll configure settings on your Work Orders Board.
Step 1: Select Visible & Editable Fields
- Go to your Work Orders Board
- Click Advanced Settings
- Select Vendor Portal
You’ll see a list of all available fields with two options:
- View
- Edit
You can configure visible fields as it relatestto the vendor type - 3rd Party or Internal Team
Key Notes:
- Some fields are view-only (cannot be edited), such as:
- Work Order Number
- Maintenance Category
- Description
- Property / Unit
- To allow vendors to edit a field:
- Both “View” AND “Edit” must be enabled
Common Editable Fields to Consider:
- Total Hours Worked
- Vendor Notes / Troubleshooting Comments
- Uploads (Photos, PDFs, Estimates)
Step 2: Add Work Order Time Tracking and Vendor Messages Widgets
To give your team better visibility into the Vendor’s work:
- Go to Advanced Settings
- Select Card Options
- Click Card Detail
- Click + Widget and select Work Order Summary
- Reorder and resize the widget
- Click + Widget and select Vendor Messages
- Reorder and resize the widget
What This Displays:
- Start Date
- End Date
- Total Vendor Time
- Messages between you and your team
This helps your team track progress on each work order.
What’s Next
Now that your vendor is invited and your fields are configured, the next step is understanding how vendors interact with work orders inside the app.