Available On: Starter, Professional and Business Plus
Managing third-party vendors and customer info is crucial for accurate reporting and invoicing in UpKeep. Easily input and use this data in Work Orders, Purchase Orders, and Preventive Maintenance.
This feature acts as a convenient reference point, saving you from paperwork hassles. Note that Vendors and Customers aren't actual users in UpKeep.
Already have lists? Check out import options below! 📊📝🤝
How to Add a Vendor
Vendors can include external contractors, supplier and service providers. Follow the steps to add in your Vendors.
Navigate to the "Vendors & Customers" tab
Click the "Create Vendor" button
Fill out your vendor's information
Click "Create Vendor"
How to Add a Customer
Customers would be people external to your UpKeep account that your team is providing service for. To add your customers follow the steps.
Navigate to the "Vendors & Customers" tab
Switch from the "Vendor" toggle to the "Customers" toggle at the top
Click the "Create Customer" button
Fill out your customer's information
Click "Add Customer"
How to Edit Vendors and Customers
If you need to make changes, you have the ability to edit your Vendors and Customers information.
Select the desired Vendor/Customer
Select the Edit Button
Make your Desired Changes
Select Save Changes
💡Need to make a Bulk Update? Use the Importing/Exporting Functions
