Suppliers

The companies and contacts you ask for quotes — with your own history of each.

What it is — your supplier CRM, shared across all projects in your workspace.

What you can do

  • Add suppliers (companies) with their trade, regions and languages.
  • Add contact people to each supplier, each with a preferred channel (email / WhatsApp / phone).
  • Reuse these suppliers when creating RFQs on any project.

Suppliers are workspace-level; RFQs that reference them live on individual projects.

Ask your assistant

The supplier CRM is exposed over MCP:

  • “Add ‘Bow Valley Plumbing’ as a supplier — trade plumbing, Calgary region.”
  • “Add Maria (maria@bowvalley.ca, prefers email) as their contact.”
  • “Which suppliers do I have for electrical work, and who’s the contact for each?”