What are Vendors in SiteConnect?

A vendor record holds the contact details, insurance status and prequalification information for a supplier behind your plant, vehicles, tools and equipment. Link an asset to its vendor so your team can see who supplied it and whether that vendor's insurance is current.

To create a vendor record, see How do I add a vendor?

At a glance

For	Company administrators
Platform	Web Portal (vendors are selected, not created, in the Mobile App)
Applies to	All regions
Time to Read	About 2 minutes
You'll understand	• What a vendor record includes. • How vendors connect to assets. • How insurance reminders work. • Where vendors are managed.

What a vendor record includes

A vendor record stores contact details — Name, Phone Number and Email — an address, prequalification status, and insurance details: the expiry date, when it was last verified and by whom. You can also add notes and attach files.

Note Vendor prequalification is a separate flag from Contractor Pre-Qualifications. It isn't connected to the contractor pre-qualification workflow.

How vendors connect to assets

Vendors live under Assets in the Web Portal, so you'll sometimes see them called asset vendors. Each asset can link to one vendor, and the vendors list shows how many assets are linked to each vendor. A vendor that's linked to an asset can't be archived until those assets are unlinked entirely or linked to a different vendor.

Vendor insurance reminders

SiteConnect emails a reminder when vendor insurances are due to expire in 30, 14, 7 or 1 day, and on the expiry day itself. Recipients are the people configured for the Vendor Insurance Expiring notification.

Where vendors are managed

You create and edit vendor records in the Web Portal. In the Mobile App, a site manager can select a vendor when editing an asset, but can't create or edit one there.

Next recommended step

Add your first vendor

Next article: How do I add a vendor?