VendorReadyHQ
Free health check
How it works

From a vendor spreadsheet to a clear next action

VendorReadyHQ organizes your vendor information, detects what needs attention, explains why, and points your team at the work that clears it. Here is the whole journey.

Run a free health checkTake the interactive tour

  1. Step 1

    Bring in your vendor information

    Start with the free Vendor Health Check or import your existing vendor spreadsheet straight into a workspace.

    Health check → Import

    • Upload a CSV or spreadsheet export — no reformatting required.
    • The free health check reads the file in your browser and returns a readiness summary.
    • When you create a workspace you can save the check and import the same records as vendors.

  2. Step 2

    VendorReadyHQ organizes it

    Vendors, properties, document requirements, expiration dates, requests and open work become one connected operational record.

    Vendors → Vendor detail

    • Each vendor carries its trade, property, contacts, status and assigned manager.
    • Requirement sets decide which documents each vendor owes.
    • Documents carry type, status and expiration so nothing lives only in an inbox.

  3. Step 3

    Detect what needs attention

    The Attention Command Center surfaces missing documents, expired and expiring items, incomplete records, pending reviews and overdue work.

    Dashboard → Attention Command Center

    • Signals are ranked so the riskiest gap is at the top, not buried in a list.
    • Expiry windows follow the lead times your workspace configures.
    • Everything traces back to a specific vendor, document or task.

  4. Step 4

    Understand why

    Every readiness, risk and compliance finding shows the stored workspace evidence behind it instead of an unexplained number.

    Vendor detail → Explain this score

    • Readiness scores list which requirements are met, missing or expiring.
    • Risk and compliance views state the factors that moved the result.
    • AI document findings show the extracted values a reviewer should confirm.

  5. Step 5

    Take action

    Each finding links to the vendor, document, request or task that resolves it, so the next step is always one click away.

    Action Center → Request documents

    • Send a document request with a private vendor upload link — no vendor account needed.
    • Approve or reject uploads with expiry dates before they count toward readiness.
    • Assign work to a teammate and track it in the shared work queue.

  6. Step 6

    Automate the repetitive follow-up

    Reminders, request follow-ups, approval routing and digests run on a schedule so chasing is not a person's weekly job.

    Automations → Rules

    • Renewal reminders use the cadence and alert types you choose.
    • Unanswered document requests get automatic follow-ups with a cooldown.
    • Automation rules and scheduled digests keep owners informed.

  7. Step 7

    Manage the whole portfolio

    Property-level readiness rollups, vendor risk, performance and compliance views show how the portfolio is holding up.

    Reports → Readiness

    • Readiness rolls up from vendor to property to portfolio.
    • Risk and performance views prioritise where to spend attention.
    • Reports and exports cover readiness, documents, compliance, risk and workflow.

  8. Step 8

    Ask VendorReady AI

    Ask questions in plain language and get answers built only from the workspace data your account is allowed to see.

    Assistant → VendorReady AI

    • “Which vendors are missing a certificate of insurance right now?”
    • “What expires at Harborview in the next 30 days?”
    • “Which open requests have had no response this week?”

  9. Step 9

    Give management visibility

    Daily and weekly Executive Briefs summarise what changed, what is at risk and what is outstanding — copyable or exportable.

    Executive → Brief

    • Briefs are generated from stored workspace records, not estimates.
    • Copy to clipboard, download as text, or export the underlying rows as CSV.
    • Portfolio reports back the brief up with detail when someone asks.

See VendorReadyHQ in action

The overview walks through how a team moves from scattered vendor information — spreadsheets, inboxes and folders — to prioritized, explainable, actionable vendor operations.

Product overview — coming soon

We are finishing the recorded walkthrough. In the meantime, the interactive product tour shows the same journey screen by screen.

Run a free health checkExplore how it works

What the overview covers

  1. 01The problemVendor paperwork lives in spreadsheets, inboxes and folders — and expiries surface too late.
  2. 02Upload or importBring the existing vendor list in as-is.
  3. 03Free Health CheckAn explainable readiness score and a findings breakdown.
  4. 04Attention prioritiesThe riskiest gaps ranked at the top.
  5. 05Vendors and documents organizedRequirements, states and expiry dates in one record.
  6. 06ExplainabilityEvery finding shows the evidence behind it.
  7. 07Property intelligenceReadiness rolled up building by building.
  8. 08Work and automationRequests, reviews, reminders and follow-ups running on schedule.
  9. 09VendorReady AIA plain-language question answered from workspace data.
  10. 10Executive visibilityThe brief a manager reads on Monday morning.
  11. 11The resultPrioritized, explainable, actionable vendor operations.
  12. 12Call to actionRun the free Vendor Health Check.

Start with your own vendor list

The free Vendor Health Check needs nothing more than the spreadsheet you already keep. No credit card required.

Run a free health checkExplore the featuresSee pricing