Add a contractor or vendor
Add a contractor, vendor, or other partner to the company directory.
Who it is for
This is for anyone who can save workspace records and wants a company or a person on file before a job starts. The directory is the list Rehabfolio calls Companies and contacts. It holds contractors, lenders, agents, vendors, attorneys, inspectors, title companies, and other partners. A directory company is not the same thing as a workspace teammate, and it does not by itself open a portal.
Use a company row for the business you hire or pay. Use a contact row for a person at that business, or for someone who works independently. You can add them on Free, Solo, Team, or Business. Viewers cannot save the form.
Before you start
- You are signed in to the workspace. Viewers see "Your role doesn't allow that action. Ask an owner or admin." if they try to save.
- A company name. Phone, email, and insurance dates can wait, but email matters later if you send that company a portal.
- Optional: a category such as the built-in General category, or one you already created.
Steps
Open Your team
In the left sidebar, under Workspace, click Your team. The page opens on Companies and contacts. The kicker says Workspace directory. Counts at the top show Companies, Contacts, Categories, and Visible.
Add the company
Stay on the Companies tab. Click + Add Company. Fill Company name (required). Set Type to Contractor, Lender, Agent, Vendor, Attorney, Inspector, Title company, or Other. Set Category. Add Phone, Email, Website, Address, Tax ID, Insurance expiration, and Notes if you have them. Click Save company.
You should see "Company added." The row shows the name, type, category color, contact email or phone, insurance date or "Not tracked," and a contact count. Cancel closes the form without saving.
Add a person at that company
Click the Contacts tab, then + Add Contact. Enter First name (required), Last name, choose the company or Independent contact, then Role / title, Phone, Email, and Notes. Click Save contact. You should see "Contact added."
Find them again
Use Search companies or Search contacts, and on the Companies tab use All Categories to filter. Edit reopens the same form. You should see "Company updated" or "Contact updated."
What the fields mean
Company name is the only required company field. Type is the partner kind. Category is the colored group used by the All Categories filter. A new workspace starts with General. Insurance expiration is a date. The table shows that date or "Not tracked." Tax ID, website, address, phone, email, and notes are stored on the company and shown in the row or the edit form.
On a contact, First name is required. The company menu attaches the person to a company you already saved. Independent contact leaves them unattached. Role / title is a job label you type, such as project manager. It is not the workspace role Admin, Member, or Viewer.
Deleting a company asks "Delete [name]? Contacts will remain in the directory." Those contacts stay, without that company. Deleting a contact removes only that person.
Tips and troubleshooting
- "Your role doesn't allow that action. Ask an owner or admin." A Viewer tried to save. An owner or admin needs to add the company, or the person's workspace role needs to change. See know what a member can open.
- Empty directory filters hide rows. Clear the search box and set the category menu back to All Categories.
- A company in the directory still cannot see your project. Assign it on the project, or create a portal, using the tutorials below.
- Many rows at once belong in import the team directory. New groups belong in organize company categories.
What to do next
Put the company on a property with assign people to a project. Under Companies on project, choose the company, type a project role, and click Assign company.
When that partner should sign in and see only one project, use invite a lender, contractor, or investor. Portal links start on Solo. The directory row itself does not send that link.
Next step
Continue with Use the workspace calendar.