Vendors & Maintenance
Every Repair. Every Routine Visit.
Never Miss a Detail.
Appointments
Booked and Tracked
When something breaks, your field operator logs it. Book the vendor from your calendar and link it to that task, with everything they need to get the job done.
- Book from the calendar, linked to the field operator’s task
- Add the vendor, date, and time window in one form
- Vendors get the date, address, job, and contact — never access codes
Coastal Pool Co. notified by email and text
Routine Maintenance
See What’s Coming Due
Filter changes, pool service, ice makers, wine units — every recurring service is tracked from install to due date, so you can book it before it turns into a repair.
- Created by: See which property manager or office admin set it up
- Health at a glance: Healthy, Monitor, End of Life, or Overdue
- Easily sort by: Due Date, Category, Title, or Created Date
- Overdue 100%
HVAC Service
Created by Jenna Moore
- End of Life 86%
Pool Filter Change
Created by Lauren Price
- Monitor 74%
Wine Unit
Created by Jenna Moore
- Healthy 41%
Ice Maker Cleaning
Created by Lauren Price
Vendor Profiles
Every Vendor on File
Keep complete vendor profiles with everything your team needs to know. Contact details, trade, and assigned properties are all organized in one place.
- Trade, contact, phone, and email
- Properties each vendor services
- Quick access to call or email
Coastal Pool Co.
Pool- Contact
- Ray Ortiz
- Phone
- (555) 014-7781
- service@coastalpool.com
Assigned properties
- Ashford
- Bennett
- Calloway