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How to Add Subcontractors/Vendors to Your Eano Account

R
Written by Rosse Montalban
Updated over 3 weeks ago

Follow these simple steps to add new vendors or subcontractors to your Eano account and grant them access to assigned projects.

Watch video here to add your own vendors/subcontractors: https://youtu.be/WrdTYv4qt_0

And/or watch this video to find more subs: https://youtu.be/08Iaourd-ls


Step 1: Go to the People Section

From the main navigation menu on the left-hand side, click People.

Step 2: Select My Team > Vendors

Click on My Team, then choose Vendors to view your current vendor list.

Step 3: Click + Add Vendor

Click the blue + Add Vendor button to begin creating a new vendor profile.

Step 4: Fill Out Required Details

Complete the form with vendor information.

  • Fields marked with a red asterisk ( * ) are required.

📌 Special Tip:

You can opt to request missing information directly from the vendor. Eano will send them an automated message prompting them to complete their details.

Step 5: Click Save

Once you're satisfied with the information, scroll to the bottom and click the blue Save button.

Step 6: View the New Vendor

After saving, you’ll be redirected back to the Vendors screen where you can now see the vendor you just added.


🔁 Want to Add More Vendors?

Simply repeat Steps 3–5 for each additional subcontractor or vendor.


🧠 Important Note for General Contractors (GCs)

When a GC adds a vendor to Eano:

  • They must input the vendor’s phone number and email address.

  • This action automatically creates an Eano account for the vendor.

  • Vendors can then sign in to Eano and view any projects they’ve been assigned to.

Now that you’ve added your vendors, you can begin assigning them tasks using Eano’s Work Order feature and track vendor expense.

This streamlines communication, keeps records organized, and ensures every vendor knows exactly what’s expected.

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