All Features

Vendor Management

Insurance, W-9s, 1099s — tracked.

Park Operations

12 vendor categories, insurance/COI tracking with expiration alerts, W-9 management, 1099 threshold tracking, and duplicate expense detection. Linked to expenses and make-ready tasks.

Insurance and compliance tracking

Upload vendor insurance certificates with expiration dates. A status engine tracks current, expiring soon, and expired states. Daily Inngest cron sends expiration alerts at 60/30/7/expired tiers. W-9 management tracks upload status and request workflows.

1099 threshold tracking

The vendor dashboard shows YTD spend per vendor against the $600 1099-NEC threshold. Operators can see at a glance which vendors will need 1099s at year-end. Performance metrics track total jobs, average expense, and all-time spend per vendor.

Capabilities

  • 12 vendor categories (plumber, electrician, landscaping, etc.)
  • Insurance/COI upload with expiration tracking
  • 4-tier expiration alerts (60/30/7/expired)
  • W-9 upload and request workflow
  • 1099 threshold tracking ($600 YTD)
  • Vendor performance metrics
  • Duplicate expense detection
  • Linked to Expense and MakeReadyTask models
  • VendorSelector combobox in expense/task dialogs
  • Soft delete support

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