Vendor Preferences

How vendor routing works

When you approve a work order, DwellOps automatically selects a vendor based on the rules below. Routing Rules control which vendor is contacted for each work category (plumbing, electrical, etc.). Emergency Overrides change vendor selection for urgent jobs. Fallback Behavior controls what happens when no vendor is available. Repair Authorization Limits set spending thresholds for vendor quotes.
Select a portfolio above to configure rules for that portfolio.

New Vendor Routing Rule

A routing rule tells DwellOps which vendor to contact for a specific type of work in a specific portfolio. For example: “For plumbing jobs in Portfolio A, contact Joe’s Plumbing first (rank 1). If they decline, try ABC Repairs (rank 2).”

Portfolio *

Which portfolio does this rule apply to?

Vendor *

Which vendor should be contacted for these job categories?

Rank

1 = try first. 2 = backup if rank 1 declines. 3 = third choice, etc.

Categories * select one or more

Auto-approve outreach Contact this vendor automatically after PM approves the work order

ON: The moment you approve a work order, DwellOps sends a WhatsApp to this vendor automatically — no additional step required from you.
OFF: After work order approval, a “Contact [Vendor]?” item will appear in your Approvals queue. You must click Approve before the message goes out.
Use ON only for vendors you fully trust to receive jobs without your per-job confirmation (typically your rank-1 primary vendor).

Always require contact approval Always ask “Contact [Vendor]?” before outreach

ON: A “Contact [Vendor]?” approval always appears in your queue before any message is sent to this vendor — even if auto-approve is also checked. This gives you final say before the vendor is notified.
OFF: Only the auto-approve setting controls whether contact is automatic.
Use ON for fallback or secondary vendors, or any vendor you want to explicitly confirm before contacting each time.

Typical setup — Rank 1 (primary trusted vendor): Auto-approve on, Contact approval off → vendor contacted instantly on WO approval. | Rank 2+ (fallback vendor): Auto-approve off, Contact approval on → you confirm before each outreach.

Notes (optional)

Personal notes for your reference. Not sent to vendors.

Routing Rules

Each rule assigns a vendor to a work category at a specific rank. When a work order is approved, DwellOps contacts the rank 1 vendor first. If they decline, rank 2 is tried, and so on. If multiple vendors share the same rank, the one with the highest performance score is preferred, with round-robin (least recently contacted) as a tiebreaker.

Portfolio	Categories	Rank	Vendor	Auto-approve	Contact Approval	Notes	Active
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Emergency Routing Overrides

By default, emergency work orders follow the same rank waterfall as normal work orders. Add an override below to change how vendors are selected for a specific category during emergencies — for example, bypassing rank to contact any available vendor for the fastest response.
This does not assign specific vendors — use the Routing Rules above for that. This only changes the selection strategy when a work order is marked as emergency priority.

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Fallback Behavior

Configure what happens when no vendor is available for a work order — for example, when all vendors decline, the roster is empty, or the vendor has no contact info on file. Without a fallback rule, the default is “Wait” (hold the work order until you take action). These settings apply per-category, per-portfolio.

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Repair Authorization Limits

Control what happens when a vendor sends a cost estimate. Set spending thresholds so small jobs proceed automatically while larger jobs require your approval.

How it works: When a vendor replies with a price (e.g., “I can fix it for $350”), DwellOps extracts the amount and compares it to your limits:
• At or under auto-approve limit → Job proceeds automatically. Vendor is told to go ahead.
• Between auto-approve and hard-stop → Job pauses. A cost approval appears in your Approvals queue.
• At or above hard-stop → Job is escalated as high priority for your structured review.

You can also set per-category overrides (e.g., allow up to $800 for plumbing but only $200 for painting). The effective limit is always the lower of the portfolio default and the category-specific cap.