Group: Operational Capabilities · Status: In active development
Vendor onboarding, work-order routing, and payment coordination. The wiring between scopes, contractors, and invoices that keeps a job moving without constant chasing.
The shape of the capability
This card is a stub. Expand as the vendor system formalizes.
Topics to cover when this is built out:
- Vendor onboarding checklist (W-9, COI, payment terms, scope agreement)
- Work-order routing — who gets which scopes and how is that decided
- Payment workflow — vendor invoice → QB bill → payment → reconciliation
- The Vendor Payment Tracker spreadsheet and its role in PM Workbook
- Performance / reliability tracking — when do we re-engage, when do we drop
Where to look in the repo
02_active/vg/reference/people/roster.md— current vendor / contractor list02_active/vg/workspaces/pm-workbook/— payment tracker integration
TODO
- Author canonical "Vendor onboarding playbook" in
02_active/vg/reference/operations/ - Promote here once stable