Overview

Keep the lenders, inspectors, and stagers you trust in one place, so a name and number are ready the moment a client asks.

You add them from the Vendors page under People, with their company, line of work, and contact details.

Add a vendor from the Vendors page

1. Go to People and click Vendors in the left menu.

2. Click Add Vendor. The Add Person window opens with Vendor already selected.

3. Enter the vendor's First Name and Last Name.

4. Click Category and choose their line of work, such as Home Inspector. It starts on Mortgage Lender, so change it if that doesn't fit.

5. Add their Email and Phone Number. The country code sits to the left of the phone field and shows +1.

6. Click Company Name and choose the vendor's business, or enter a new company name. Then type their job title in Role, for example Home Inspector.

7. Click Save. A Vendor added confirmation appears in the top right.

8. Find your vendor in the Vendors list, with their role, company, category, phone, and email side by side. The count next to Vendors in the left menu updates too.

Good to know

• Company Name, Category, Role, and First Name are required. Each is marked with a dot next to the label.
• Category is a set list, so pick the closest match. Role is free text, so describe them however you would to a client.
• The Also add to people list box is checked by default. That puts the vendor in All People as well as Vendors.
• A new company name you enter is saved as its own company in Grove.

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