Vendors
built into your agency.

Keep trusted service providers and emergency contacts ready in the portal and the field.

Included in the $1.99 per-member agency plan.

Agency portal Open full size ↗

Search approved vendors, scan services and after-hours instructions, confirm active status, and open management actions from the agency directory.

Everything Vendors can do.

Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.

Agency administration

Build an agency-specific directory of approved service providers
Reuse organization records from Contacts without duplicating business identity
Organize vendors by service category and active or archived status
Store phone numbers, email addresses, websites, business hours, and full addresses
Keep after-hours and emergency contact instructions easy to find
Protect agency account numbers and private notes with separate permissions
Search the mobile directory by vendor name, service, or contact detail

Operations and member access

Filter the mobile directory by service category or after-hours availability
Confirm before handing calls, email, websites, or directions to another app
Keep permitted directory details available offline with a visible synchronization time
Archive and restore vendors without losing direct historical access
Link vendors, estimates, references, status, and recorded costs to Work Orders
Control directory viewing, vendor management, and restricted details independently

Real screens from the agency portal and the Pocket Protocols member experience.

Portal to pocket

Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.

We verify every agency setup before creating the organization.