Suppliers and Trades

Overview

Property Manager can store information about anyone supplying a service to your properties, including contact info and what they supply. For regular suppliers, you'll have their info readily available each time you need it, and for one-off suppliers the data wqill be stored in case you ever need to refer back to it.

Suppliers can be utility providers or tradespeople, and may be businesses or individuals.

Adding a Supplier

Any type of supplier is added the same way - open the Suppliers Overview, then click Add Supplier.

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Fill out the form with the relevant information, or at least as much of it as you have. Only the name of the supplier is actually required, and you can always go back later to edit or add more info.

  • Name - name or reference for the supplier.
  • Contact name - if different to the name of the supplier (for example if the supplier is a business and you always speak to a particular person there).
  • Address line 1 - look up the business address for the supplier.
  • Phone - phone number for the supplier.
  • Email - email address for the supplier - worth adding as PaTMa can email suppliers directly.
  • Website - Supplier website if they have one.
  • Hours - contact hours for this supplier.
  • Payment sort code - if you pay the supplier via bank transfer, add their sort code.
  • Payment account - if you pay the supplier via bank transfer, add their account number.
  • Services - check the services the supplier offers. You can check as many as you like.
  • Notes - anything else you might need to remember about this supplier, such as callout fees, quality of work, etc.

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Click Save to store the supplier.

Edit a Supplier

You can edit a supplier any time you need to from the Suppliers Overview. Choose the relevant supplier from the list of existingh suppliers, and then click Edit.

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The same form you used to add the supplier will open, auto filled with existing info.

Add or change as necessary and click Save when ready.

View Supplier Expenses

The money you have paid your supplier is shown below their info on their info page.

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You can also filter the Expenses Overview by supplier. Click the Supplier menu and choose the relevant supplier from the menu.

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