Owner & Managers

Vendor Log

This is an Excel Spreadsheet that you can use to keep track of the vendors you have as well as any potential vendors you are looking at using

Step 1 - Get numbers from vendors online

Step 2 - Call potential vendor

Step 3 - Introduce yourself and the company. Find out if they are licensed, bonded, and insured

Step 4 - Send "Contractor Terms" and "Repair Cost Worksheet" (In M1 doc drop - vendor set up) if applicable to their trade

Step 5 - Follow up with them everyday and answer and questions they have

Step 6 - Check that their pricing is within 15% of our price list and call their references

Step 7 - If all checks out schedule a time for them to meet with them in office

Step 8 - Provide/Send vendor set up docs for them to sign

Step 9 - Add the vendor in M1, enter their info and upload paperwork

Step 10 - Follow the recommended 30,60 and 90 day process of worksheet