Have vendors who don't use your vendor portal in your accounting software? Want to improve your communications between vendor and tenant to create a more personalized and friendly experience and ensure smooth coordination between them?

We recommend assigning the work order in LeadSimple and then having two notifications, one to the vendor with the downloaded work order attachment on the email (use the print button in LS to download it and attach it to the email) and one to the tenant with the vendor contact information.

Here is an example Vendor notification (with attached downloaded work order):

And the Tenant notification:

This eliminates the need for the vendor to interact with the portal, which most of them prefer. If you still want to send the vendor portal link, you can have a task to quickly jump into AppFolio and click the "Email vendor the work order" button on the assigned vendor. Right now, AppFolio doesn't allow us to auto send these notifications when we assign the vendor.