Inviting vendors is the most important action on the Jones platform. Therefore, we try to make it as simple as possible. All you need is a name and email address, and you're all set to invite your vendor. This short guide will walk you through how to do that.
Contents:
To get started inviting a vendor, click on the add new vendor button, which can be found on the top left of your vendor compliance dashboard.
The invite vendor pop-up that appears when you click the add new vendor button displays the insurance requirements your vendors will be invited to. The insurance requirements list out all the coverages and insurance peculiarities that your vendors are required to have in order to do work in the building. Additionally, the insurance requirements may reference a contract the vendor is required to sign, which will be done through the Jones platform
Once you have finished reading through the insurance requirements, click invite vendor(s) to proceed.
The only information that's required when inviting a vendor is the vendor's company name and email address. If you already have the vendor's COI, you can upload it at this point as well. If you don't have the vendor's COI, don't worry. Once they are invited, we'll reach out to get it from them.
<aside> 💡 When filling out the vendor company name, you may see a dropdown appear as you are typing. If your vendor's name is listed in the dropdown, you can select it from the list and all the vendor's information will auto-populate. If the email address that auto-populated was wrong, feel free to update it with the correct information.
</aside>
Once you fill out the vendor's name and email (and upload their COI if you have it on hand), click the add vendor button. At this point, you can click the send invitations button to finish inviting the vendor, or you can click the add vendor button to invite another vendor.