Renter Insight Vendor Management

Vendor Management

Add New Vendor

You can use Renter Insight to keep track of all the vendors you work with.  You can easily categorize vendors by specialty, add notes about your vendors and mark which ones are preferred.
After a vendor is added, you can assign maintenance tickets to be assigned to your vendors.

  1. On the left sidebar, select Vendors

  2. Click Add Vendor



  1. Enter Vendor Details, Category and Status


  1. Click Save
  2. You vendor is now added
  3. Note:  Your new vendor will appear in the drop down for maintenance ticket assignments


Edit Vendor

You can edit vendor information or add internal notes about a vendor at anytime.

  1. Either Click on the Vendor Name, or choose Edit in the three dot menu


  1. You can edit any vendor information and enter internal notes
  2. Modify vendor information
  3. Click Save
  4. Type your internal note
  5. Click Submit


  1. Your vendor information is now updated and your notes are available to reference in the future


    • Related Articles

    • Add, Edit or Delete Company User

      Add or Remove a Company User User Management allows you to add specific types of users based on the User Roles you have created. Note: If you are tying to add residents to the resident portal, use: Invite Resident to Portal Click on Users>Users Click ...

    • Add Unit to Existing Property

      Select Properties>Units on the left sidebar Click on the Add Unit + button Select the property you want to add a new unit to Add new unit # Note:  The property address is pre-populated, but you can edit if the unit has a different address ...

    • Lead Management

      Adding a Lead Adding a Lead is a good way to capture lead information when you quickly want to save information, but may not be ready to send an application.  After creating a lead, you can invite the lead to apply which will convert the lead to an ...

    • Edit Lease End Date

      Edit Lease End Date If you need to edit the lease end date, follow the below steps. Note: If you need to edit the lease start date, you must cancel the move-in to change the date. On the left sidebar, select Properties>Residents Click on the Resident ...

    • Edit Move-Out Date

      Edit Move-Out Date If you need to edit the Move-Out Date follow the below steps. Note: You cannot have overlapping leases, so if you need to create a move-in prior to the previous resident's move-out date, you must adjust the dates so there is no ...