How to add a Vendor/Service Pro to the account

By having vendors listed in your property management account, you have their contact information readily available. This makes it easier to communicate with them when you need their services, request quotes, pay bills or discuss any property-related matters. Having a centralized location for vendor information saves time and ensures efficient communication. 

• Go to Contacts in the ManageCasa application, click on “Add” (on the top right), and select Vendor or Service Pro. Click on that section to proceed.

• You will be presented with a form to enter the necessary information about the vendor or service provider. This typically includes their name, contact information, address, company type, Tax ID., and any other relevant details. 
• If you add a Company, click “+ Add Company” and the screen will change slightly. For example, First Name and Last Name are no longer mandatory fields. 
• Once you have entered all the required information, review it to ensure its accuracy. Then, click on Save. 

• Once you have registered your account, you’ll receive a verification email to confirm your email address.

• After adding the vendor or service provider, you should see them listed in your account. From there, you can usually manage their details, view transactions, make payments, or perform other related actions.
• If you’d like to upload vendors or service providers in bulk, check out this article