A step-by-step process outlining how vendors should submit invoices, including formatting, deadlines, and required documentation. Helps prevent payment delays and ensures consistency across your accounts. No more Friday afternoon calls from vendors asking for money.

Covers everything you need to bring a new vendor or subcontractor into your system including legal docs, insurance verification, orientation materials, and communication expectations. Sets the tone from day one so you remain in charge.

A standard template for collecting key contact details, emergency contacts, licensing numbers, and communication preferences. Keeps your back office organized and compliant.

A prewritten message to introduce new vendors to your company, culture, and expectations. It reinforces professionalism and clarifies your working relationship from the start.

Outlines how and when vendors are paid in relation to job completion milestones. Prevents overpayment, encourages timely work, and keeps financials under control.

Details the terms under which a portion of a vendor’s payment is withheld until final job sign-off. Protects you from incomplete or unsatisfactory work and keeps vendors accountable. Maintaining leverage is key to vendor relationships.

A professional template to inform vendors when work is below standard or incomplete. Encourages quick resolution while maintaining a clear paper trail for legal protection.

A customizable NDA that protects your company’s intellectual property, trade secrets, and sensitive company information when working with outside vendors.

A template used to standardize and compare vendor quotes. Ensures all pricing is apples-to-apples and helps you select the best fit based on scope, quality, and cost, not just price alone.