- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoice - Work Order Matching
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
How can I change or customize the welcome message sent out to new Vendors via email?
Yes, in the Add a Vendor step that has the welcome message, you may edit or delete or replace that message with your own custom message. Click here to learn more about inviting vendors.
The default message is:
Welcome! Please review and fill out the Contracts. Once you’ve finished, we will send a Work Order that details the Deliverables, rates, etc.
Here is what the email looks like. Please note that only the part in quotations can be customized by users during the Vendor invite.