Your service providers are now easier to manage as ongoing relationships, not just names attached to finished work. Keep provider details, follow-up tasks, documents, and usage history together so it is easier to stay organized and make better decisions over time.
Manage providers more completely
Provider records now support the same kinds of workflows you already use across the rest of iMaintain:
- Schedules for provider-specific follow-up like contract review, insurance renewal, license renewal, or onboarding check-ins
- Reminders so important provider tasks do not get missed
- Files and notes to keep contracts, invoices, certificates, receipts, communication details, and internal context together
- History and usage context so you can understand how a provider is being used across your assets
Better provider visibility
The provider experience is now more useful at a glance:
- Review provider details and usage in one place
- See maintenance records tied to the provider without losing context
- Track counts for schedules, reminders, history, files, and notes more consistently
- View provider-related work in calendar workflows alongside your other maintenance activity
Ask Copilot about providers
Copilot can now help with provider-focused questions and workflows:
- Summarize a provider's schedules, reminders, files, notes, and history
- Answer how many transactions a provider has had
- Show how much you have spent with a provider
- Compare provider usage across your account
- Help create provider-specific notes, schedules, and reminders
Why this matters
These updates make providers more useful as part of your day-to-day operating record:
- Keep provider relationships organized over time instead of rebuilding context each time work happens
- Make it easier to evaluate who you trust, who you use most, and where your money is going
- Ask better questions and get faster answers when you need to review provider activity or plan next steps