If you do not have an enabled software partnership, you can invite Vendors directly from the Vendors tab in Property Meld.
Once invited, the Vendor will receive an email with instructions to complete their registration. After the Vendor completes registration, they will appear in your Vendors list.
1. Open the Vendors page
From the main navigation menu, click Vendors.
Then, click New Vendor.
2. Invite the Vendor
You can invite a Vendor using only their Email Address.
The remaining fields, such as First Name, Last Name, Company Name, and other contact details, are optional.
However, if you have this information available, entering it can help make the Vendor’s registration process faster and more complete.
Once the required email address has been entered, click Invite.
3. View pending Vendor invitations
To view Vendors who have been invited but have not yet completed registration, click Vendors, then select the Pending tab.
If the Vendor did not receive the original invitation email, you can use the available actions to Re-invite the Vendor.
You can also cancel the invite if needed.
4. Confirm the Vendor has completed registration
Once the Vendor completes the registration process, they will appear under Existing Vendors.
5. Delete a Vendor if needed
If you decide to delete a Vendor from Property Meld, it will not affect the Vendor’s status inside your property management software.
To delete a Vendor, click the gear icon on the Vendor card, then click Delete.
Note: If a Vendor is deleted and they have any pending or open Melds, those Melds will automatically be moved to the completed status. To avoid this, reassign any open Melds from that Vendor before deleting them.
Deleting a Vendor does not remove previous invoices, chats, estimates, Melds, or activity logs.