Suppliers & Vendors

Steps

1. Add suppliers with their contacts and addresses.
2. Record purchase documents and items.
3. Include supplier stops in the daily route flow.
4. Use the records to manage purchasing relationships.

Tips

• Centralizing supplier info makes purchasing faster and keeps costs traceable.

Related guides

• Field shopping list Technicians track items to buy for customers with clear statuses and proof photos, keeping purchasing organized and billable.
• Chemical Demand Forecast and review chemical usage and quantities so purchasing is planned instead of reactive.
• Chemical Cost report Understand what you spend on chemicals so you can protect margins and price service accurately.