The Difference Between Direct and Managed Vendors – Workrise

You can manage all your vendors through Workrise, no matter if they are vendors you have direct contracts with or ones you contract via Workrise:

“Direct” Vendors are ones you hold an MSA directly with
“Managed” Vendors are ones you contract through Workrise, with support from Workrise teams

Here’s a breakdown of the platform features and services provided by the Workrise team that you get access to based on whether a vendor is Direct or Managed.

Note: Your Managed vendors will be marked in your Workrise vendor list as “Subcontracted”.

	Services & Features	Direct	Managed (a.k.a Subcontracted)
Initial Onboarding	Services	Our team supports vendors throughout onboarding, ensuring they upload the correct safety and compliance documents	Our team supports vendors throughout onboarding, ensuring they upload the correct safety and compliance documents We verify that a vendor’s onboarding documents meet your specific safety and insurance requirements We manage MSAs, work orders, and price negotiations
Initial Onboarding	Platform Features	Set EMR, TRIR, and insurance thresholds and get alerted in your dashboard if a vendor falls outside of your thresholds Track onboarding progress for all vendors you add to your Workrise vendor list Set Work Status (mark a vendor approved or not to perform work) for Direct vendors	Track onboarding progress for all vendors you add to your Workrise vendor list Since our team verifies all onboarding requirements on your behalf, you don’t need to check onboarding requirements or set the Work Status for your Managed vendors
Ongoing Safety & Compliance Management	Services	Our team personally reaches out to vendors to remind them to upload their annual safety and insurance document renewals	Our team actively monitors compliance for all Managed vendors and verifies that their requirements continually meet your standards We personally reaches out to vendors to remind them to upload their annual safety and insurance document renewals
Ongoing Safety & Compliance Management	Platform Features	The system flags compliance issues (e.g. a vendor falls outside of your thresholds or has expired documents) The system automatically notifies vendors when it’s time to update their requirements	The system flags compliance issues The system automatically notifies vendors when it’s time to update their requirements
Data & Insights	Services	Our team can create customized reports for your business	Our team can create customized reports for your business
Data & Insights	Platform Features	Vendor Summary: View a summary of your vendor list, including coverage by service type, number of vendors who support a given service, who they are, and location coverage	Vendor Summary: View a summary of your vendor list, including coverage by service type, number of vendors who support a given service, who they are, and location coverage Managed Vendor Spend: View a summary of spend across all vendors you contract through Workrise. Slice the data by vendor, location, service, time period, and more
Payment & Invoicing	Services	N/A For Direct vendors, your team is responsible for collecting invoices and managing payments to vendors	Managed vendors submit their invoices to Workrise, where we validate each submission against the scope of work and pricing agreements outlined in the work order We pay vendors based on the terms outlined in the work order agreement
Payment & Invoicing	Platform Features	N/A	Search for and view all invoices, including PDFs of the original invoice documents

Admins and Editors for your account can update a vendor’s contract type at any point to switch between Direct and Managed.

If you have any questions, reach out to your Workrise representative or contact vmsupport@workrise.com.