Vendors, work orders and the vendor portal

Short answer

Track subcontractors and suppliers with license and insurance expiry alerts. Work orders assign work with checklists, materials, budgets and time logging, shared through the vendor portal. Vendors only see the projects they are assigned to.

Add a vendor and give them portal access

1. Open Vendors in the left sidebar and add the subcontractor or supplier.
2. Record their license and insurance details so expiry alerts can be raised.
3. Activate their vendor portal access and send them the link.

A vendor only ever sees the projects they are assigned to.

Send work to a vendor with a work order

1. Open the project and go to its Work Orders tab.
2. Create the work order with its checklist, materials and budget.
3. Assign the vendor — it appears in their portal, where they accept it and log time.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.