> For the complete documentation index, see [llms.txt](https://help.immodio.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.immodio.app/en/anleitung/beteiligte/dienstleister.md).

# Service providers

This page explains how to create a service provider in Immodio and record the relevant master data and documents.

### Definition of service provider

In Immodio a service provider is an external service provider such as a property management company, cleaning service, tradesperson or notary.

{% hint style="info" %}
If you selected "Manager" or "Estate agent" when registering with Immodio, you are created as a service provider automatically.
{% endhint %}

## Creating a new service provider

{% stepper %}
{% step %}

### General

#### Individual

* Enter the person's full first name and surname.
* When creating a service provider, all entries other than the surname or company name are optional.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2F2hxXgMMi9Xak1CUFghpC%2Fimage.png?alt=media&#x26;token=ca6eff90-ab96-4aaf-86a4-68f256307322" alt=""><figcaption></figcaption></figure>

#### **Company**

* For companies, store the full company name including the legal form (for example Hausrein GmbH).
* When creating a service provider, all entries other than the surname or company name are optional.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2FLYG2rJHRfHn6qExybEbH%2Fimage.png?alt=media&#x26;token=68ad0ba1-1428-4abd-a037-38a7b7985178" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Adding a service

When you create a new party as a service provider, the **"Add further information"** input field lets you record important information about this service provider.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2FfbG0AByKrkNUWhDTWNK2%2Fimage.png?alt=media&#x26;token=85024b48-dab5-4bd7-8c4f-be4636e3c5b1" alt=""><figcaption></figcaption></figure>

Here you can select a service from existing example categories or define and assign your own individual services.

{% hint style="info" %}
In properties and units, the **"Links"** area lets you link service providers to a property or unit in order to document clearly which services that party provides there. This keeps it traceable in Immodio who is responsible for which tasks.
{% endhint %}
{% endstep %}

{% step %}

### Contact

* Store the service provider's contact details here.
* All entries are optional.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2FZHCN9WT09FSEld1hMVwh%2Fimage.png?alt=media&#x26;token=26cd12b2-c439-4d8a-bea2-d5e0e9cc0d59" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Address

* Record the service provider's full address details here.
* All entries are optional.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2FvQO4lBgDFnd75mcGsj5e%2Fimage.png?alt=media&#x26;token=96195f13-8d3a-43ac-801f-ab6ed8de54bd" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Document upload

In the **"Document upload"** tab you can upload and manage all the relevant paperwork for a service provider.

<figure><img src="https://3986577705-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDGfFw4On4r2uLklBZ5ju%2Fuploads%2Ffl83uF2FyAEPSgwUjiRW%2Fimage.png?alt=media&#x26;token=5e978e98-f874-40b9-8f6e-dd84600a64ab" alt=""><figcaption></figcaption></figure>

* You can upload or delete documents at any time.
