Add a vendor with their trade and contact information, keep the license and insurance details you verify on file, then mark only trusted vendors as preferred. Aptoria can prepare dispatch proposals from that preferred list within your limits, while scorecards help you reconsider who remains on it.
Vet before you rely on them
Preferred vendors and scorecards
You add vendors to your workspace so the agent has people to dispatch repairs to. A vendor record holds their trade, contact details, and the information you rely on to trust them with a job — which is what turns "a plumber" into a specific, reachable contractor the agent can assign.
Add the vendor with their name, trade, and contact details.
Record the vetting details you keep on file — license, insurance, and how you pay them.
Mark them preferred if you want the agent to be able to dispatch to them automatically.
Vet before you rely on them
Vetting is on you, and it matters because the agent will hand these vendors real work and real spend. At a minimum, confirm the vendor is properly licensed for their trade where your property is, carries current liability insurance, and, for larger jobs, is willing to work to a defined scope. Keep proof of license and insurance on the vendor record so it is there when you need it.
Requirements vary by trade and location, so treat this as your own diligence rather than something Aptoria certifies. A vendor you have vetted can be marked preferred; one you have not should stay a proposal you approve case by case.
Preferred vendors and scorecards
Restricting eligible dispatch proposals to your preferred vendors means the agent only routes people you have already cleared; anyone else becomes an item in your approval queue. That is the link between vetting a vendor and letting the agent prepare the next repair path.
Over time, vendor scorecards show how each vendor actually performs — responsiveness, cost, and whether jobs get closed out — so your preferred list reflects who does good work, not just who you added first. A vendor who slips can be removed from eligible dispatch proposals without deleting their history.