Vendor and contract settings

Vendor types and service categories, contract types, and what each coverage category actually covers.

Vendor types

What kind of company this is: manufacturer, distributor, service contractor, labour supplier, calibration house. Types can carry different approval requirements — a service contractor coming on site needs insurance a parts distributor does not.

Vendor service categories

What a vendor is engaged for: mechanical services, electrical, calibration, HVAC, civil works.

These are used by the entitlement check. A job in a category a vendor is not engaged for will not be matched to their contract, however live it is.

Contract types

The kinds of agreement you hold:

Type	What it is
Warranty	Manufacturer’s cover on a new asset
AMC	Annual maintenance contract
CMC	Comprehensive maintenance contract
Service agreement	A defined scope over a period

Add your own where these do not fit.

Coverage categories

What a contract can be said to cover: parts, labour, travel, consumables, and any category you add.

This list is what makes a contract’s coverage checklist meaningful:

✓ Parts    ✓ Labour    ✓ Travel    ✗ Consumables

These categories are what the entitlement engine evaluates against. Define them at the granularity your agreements actually distinguish — if none of your contracts separates travel from labour, do not create the distinction here.

Compliance document types

The documents a vendor must hold current: public liability insurance, employer’s liability, safety accreditation, trade licences.

Each type carries whether it blocks use when expired. A lapsed public-liability policy should stop a contractor coming on site; an out-of-date company brochure should not.

Expiring documents raise a notification ahead of time.