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Send vendor assignments and track work

Send assigned vendors secure work links and track acknowledgement, in-progress, and completion updates.

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Written by Chris Winn

Before sending

Assign a vendor to the work order and make sure the vendor contact has an email address. Add vendor instructions and attach any files the vendor should review.

Send the assignment

Open the work order and select Send assignment. LeadSimple emails the assigned vendor a secure work link. Re-sending creates a fresh link but keeps any progress the vendor has already recorded.

What vendors can update

From the assignment link, the vendor can acknowledge the job, mark it in progress, and mark it complete. They can add work notes and upload completion files.

What your team sees

The work-order panel shows the vendor work status, when the assignment was sent, acknowledged, started, and completed, plus the latest vendor notes. When the vendor marks work complete, LeadSimple records the completion time and can move the process to the Invoicing stage if that stage exists.

Assignment links expire after 30 days and stop accepting updates after completion.

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