Vendor Tools
If you sub-rent items from friends, you can now keep track of them and send automatic availability and and price requests to the vendors.
After a vendor responds you’ll be able to see the availability and cost on that lead. Additionally, vendor items do not count against your rental inventory limit.
New Features:
- API: v2 is now available with many additional calls to retrieve data
- Mobile: Our mobile app has been updated to include easy availability checking. See app store for details
- Vendors: We’ve added the ability to track sub-contracted items better
- Editor: Upgraded rich text editor for emails and templates
- Leads: Can now set a default delivery type when creating a new lead (under Settings->Delivery Types)
- CRM: Leaving a note on a lead now saves with the customer profile (and all leads) by default
- Filters: You can now share a filter with other workers. If that worker modifies it, it creates a copy for them.
- Alerts: Added new ‘Lead Canceled with Shifts’ alert. Activate under Settings->Alerts
- Multi-Location: Can now customize surveys per location
Bugs fixed:
- Overview: Fixed Maps tab to work properly
- Leads: Fixed bug where the search drop-down didn’t always disappear
- ...and many other small things
Vendor Tools looks like it's going to be a great feature! How do I use it though? I created a new lead to test it, but it hasn't sent an email to my vendor (me) yet.
Vendor Tools looks like it's going to be a great feature! How do I use it though? I created a new lead to test it, but it hasn't sent an email to my vendor (me) yet.
The email won't go out until it's been at least 30mins since the lead been last modified (or if there are multiple leads with the same customer).
The email won't go out until it's been at least 30mins since the lead been last modified (or if there are multiple leads with the same customer).
This will be very useful! Is there a variable for vendor that we can add to packing lists?
This will be very useful! Is there a variable for vendor that we can add to packing lists?
Could you provide some material or training to show us how to set this up and use it properly? Also I set up a vendor in the settings and think it would be helpful to have additional notes section that include billing or mailing address, typical hourly rates and travel charges, website, description of services, etc.
Could you provide some material or training to show us how to set this up and use it properly? Also I set up a vendor in the settings and think it would be helpful to have additional notes section that include billing or mailing address, typical hourly rates and travel charges, website, description of services, etc.
Thank you all for the comments. It's clear that this is going to be a popular feature. We will try to incorporate more of your suggestions for future releases.
Thank you all for the comments. It's clear that this is going to be a popular feature. We will try to incorporate more of your suggestions for future releases.
trying to use this vendor tool is fairly frusterating. A typical situation for us is to subcontract face painting or other entertainers and some leads require multiple face painters. I don't understand why I can't identify the rental item "face painter" requires vendors and when I go to add it to a lead, the vendor button appears and I can add one or multiple vendors to the 1 line item in the contract without the customer having to view a messy contract with various seperate line items for each vendor. The current system only works for a 1 to 1 ratio of rental to vendor when often we have multiple vendors for 1 single rental item.
Also didn't receive automated vendor email when I was testing.
trying to use this vendor tool is fairly frusterating. A typical situation for us is to subcontract face painting or other entertainers and some leads require multiple face painters. I don't understand why I can't identify the rental item "face painter" requires vendors and when I go to add it to a lead, the vendor button appears and I can add one or multiple vendors to the 1 line item in the contract without the customer having to view a messy contract with various seperate line items for each vendor. The current system only works for a 1 to 1 ratio of rental to vendor when often we have multiple vendors for 1 single rental item.
Also didn't receive automated vendor email when I was testing.
Hi,
this is indeed going to be a great tool especially since I am also starting offering all these things like balloontwisters, hostesses, face painting, shows etc. These are all subcontracted off course.
Just some confusing thing, when the email is sent out to the vendor, the name of the actual client appears in that as well. It looks like they will be responding to the client as well! So they are a bit afraid to click it.
In fact my clients name shouldn't appear anywhere in that communication.
Hi,
this is indeed going to be a great tool especially since I am also starting offering all these things like balloontwisters, hostesses, face painting, shows etc. These are all subcontracted off course.
Just some confusing thing, when the email is sent out to the vendor, the name of the actual client appears in that as well. It looks like they will be responding to the client as well! So they are a bit afraid to click it.
In fact my clients name shouldn't appear anywhere in that communication.
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