Editing Your Company Information

To update your vendor profile, click the pencil (edit) icon. This will open the Edit interface, which is organized into four sequential steps:

1. Company Info: Manage core details like company name, type, and logo.
2. Contact Info: Update primary contact persons and physical locations.
3. Service Details: Adjust service categories and service area locations.
4. Ownership Details: Provide information regarding the company's ownership structure.

Navigation Buttons:

• Moving Forward: Click the Next button at the bottom of the screen to save your current progress and advance to the next section.
• Saving Changes: Click the Update button at any time to save all changes and return to the main Vendor Module.
• Exiting: Click Cancel to discard any unsaved changes and exit the edit mode.

1. Company Details

    On this page, you can update your company information, including

• Parent company, if applicable
• Company name
• Legal name
• Company type
• Company logo
• Services provided by your company
• Company website
• Union or non-union status
• Recognitions, licenses, and affiliations

2. Contact Info & Locations

    In this section, you can manage the physical presence and primary representatives of the company.

• Location Details: Update the physical address, including mandatory fields for Country, State, City, County, and ZIP code.
• Vendor Contacts:
  • Switch between Primary and Secondary contact tabs.
  • Add New Contact: Click the + Add button to include a new person.
  • Manage Existing Contacts: Click the three-dot (Action) menu next to a contact to “Edit” their details or “Remove User”.

3. Service Details 

    Define where your services are offered to ensure you receive relevant work requests.

• Continental US Coverage: Select "Yes" if your business covers the entire country. If you select "No", you must manually define your specific service areas.
• Defining Service Areas:
  • Select the State (mandatory).
  • Select “All” or choose a City or County as applicable.
  • Crucial: You must click the "+" icon on the far right to add the area to your list.
  • Confirmed areas will then appear in the Service Area Locations table.
• Expanded RFPs: Use the dropdown to indicate if you are interested in receiving RFPs from areas outside your defined service region.

4. Ownership & Insurance Details - The final section covers legal, financial, and compliance information.

• Ownership Details: Select the Ownership Type and provide contact information for your company's Accountant.
• Insurance Details:
  • Upload mandatory documents such as the Certificate of Insurance (COI) and W9.
  • Enter the COI Expiration Date and your FEIN.
  • Use the + Add Vendor Insurance button if you need to provide additional coverage details.