Vendor management your subs actually log into.

The sub's Certificate of Insurance (COI) lapses mid-job and you find out from the adjuster. Not anymore: the vendor portal standardizes onboarding, keeps every COI and agreement current, creates approved vendors in QuickBooks with no manual entry, and lets subs invoice the jobs they're on. Compliance and payments in one place.

Book DemoExplore Platform
What it does

Subcontractors on the same record.

Restoration runs through subcontractors: carpentry, drywall, painting, electrical, plumbing. Relay handles vendor onboarding, compliance, dispatch, and payment alongside the rest of the work.

  • Standardized vendor onboarding through the portal
  • COI and insurance expiration flagged before dispatch
  • Agreement signing with countersigning
  • Approved vendors created in QuickBooks automatically
  • Vendors submit invoices on their assigned jobs
  • Dispatch subs right from the job
Capabilities

Inside the vendors module.

The capabilities that put vendors on the same record as the rest of the work.

On the job

Each vendor, assigned to the job they're working.

Vendor assignments live on the job, alongside crews, contents, and equipment. The dispatch state, COI status, and work history are visible from the job.

  • Vendor assignments on every job record
  • COI status flagged before work starts
  • Dispatch state visible to ops and field
Connects to JobsWhere the job record lives.
Onboarding & compliance

Standardized onboarding, straight into QuickBooks.

The vendor portal standardizes how subs onboard (business details, payment info, required documents, and signed agreements) and flags anyone whose insurance or COI has lapsed before they're dispatched. Approved vendors are created in QuickBooks automatically, so the manual setup and re-keying disappears.

  • Standardized intake: details, required docs, and signed agreements
  • Insurance and COI lapses flagged before dispatch
  • Approved vendors created in QuickBooks, no manual entry
Connects to E-signatureAgreements signed and countersigned, with proof.
Vendor invoicing

Vendors invoice the jobs they're on.

Vendors you add to a job submit their invoices against it right from the portal. Each one posts to QuickBooks as a bill tied to the job, so A/P is matched to the work, and per-vendor spend, performance, and compliance report alongside the rest of the business.

  • Vendors submit invoices on their assigned jobs
  • Invoices post to QuickBooks as bills tied to the job
  • Per-vendor A/P, performance, and compliance in one place
Connects to AccountingWhere vendor A/P lives.
Built for restoration

Restoration vendors are operational infrastructure.

The things that make Relay's vendors module restoration-specific.

  • Subs are essential, not optional

    Restoration depends on carpentry, drywall, painting, and electrical subs. The vendor stack is operational infrastructure.

  • COIs and insurance are compliance, not paperwork

    A COI lapse is a real exposure. The system flags before work starts, not after the claim.

  • Dispatch happens from the job, not a separate tool

    Operations dispatches vendors from the job record. The system tracks the assignment alongside crews.

  • Vendors are accounts, not contacts

    A vendor is a relationship with its own history, compliance, and A/P. The record reflects that.

  • Vendor invoicing flows to A/P

    Vendor invoices belong in Accounting alongside A/R, not a separate vendor A/P system.

Who uses it

The teams that work with vendors.

Each role uses vendors differently.

Works with

Connected to jobs, assets, and accounting.

Vendors dispatch from jobs, supply equipment, and invoice through A/P.

Vendors FAQ

Questions about the vendors module.

More on the FAQ page.

How does Relay handle COI tracking?

COIs and insurance documents attach to the vendor account. Expirations are flagged before work is dispatched, not after the claim.

Can vendors update job status themselves?

A vendor portal is available for assigned vendors. Vendor updates land on the same job record the office sees.

Does Relay handle vendor invoicing?

Vendor invoices track in Accounting alongside A/R. A/P state is visible on the vendor account and on the job.

Can different vendors handle different divisions on the same job?

Yes. Multiple vendors can be assigned to the same job (by division, by scope, or by sequence) with separate dispatch and tracking.

What about vendor performance reporting?

Performance and compliance report per vendor, alongside operational and financial metrics.

See it run

See Vendors in your operation.

About an hour with a restoration specialist. We'll walk through onboarding, COI tracking, and dispatch against the way your team works with subs today.

Book Demo