Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Use Case

All Use Cases

VW

Vendor W9 Tracking

Thoughtful offers a comprehensive solution for automating the management of Vendor W9 forms for property managers. With Thoughtful, property managers can easily collect, receive, and store Vendor W9 forms electronically, eliminating the need for paper-based processes and manual data entry. This streamlines the process and saves time, making it easier for property managers to stay organized and on top of their vendor information. Thoughtful also provides real-time tracking and notifications, so property managers can quickly see the status of each Vendor W9 form and follow up as needed. This helps to ensure that all documents are received and processed promptly, reducing the risk of missing necessary tax or regulatory deadlines. In addition, all Vendor W9 forms are stored securely in the Thoughtful platform, ensuring that sensitive information is protected and accessible only to authorized personnel.

Industry:

Real Estate

Government

Function:

Property Management

Steps

  1. Pull Vendor Report.
  2. Filter to Vendors with missing W9.
  3. Email request to Vendor and file email copy in Vendor record.
  4. Check W9 folder for new responses.
  5. Match W9 to Vendor.
  6. Navigate to Property Management Software and update EIN/SSN in Vendor Record.
  7. Upload W9 copy to Vendor documents.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Yardi
Yardi
MRI Software
MRI Software
AppFolio
AppFolio
Buildium
Buildium
OnSite
OnSite
Entrata
Entrata
ResMan
ResMan
RealPage One-Site
RealPage One-Site
Rent Manager
Rent Manager

Share

VW

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

learn more

Related

EM

Energy Management

Automating energy management and optimization with Thoughtful can bring a range of advantages to a building, facility, or industrial organization. The software can streamline the process of monitoring and managing energy consumption, reducing the need for manual data entry and minimizing the risk of errors. It can also help track energy usage, monitor energy performance, and manage energy systems, making it easier to identify trends and make data-driven decisions. Additionally, by automating the energy management and optimization process, Thoughtful can help organizations become more efficient and organized, making it easier to find and retrieve energy information when needed. With Thoughtful, organizations can also optimize their operations by using real-time data to plan and schedule tasks, improve efficiency, and reduce costs. The software can also help organizations to ensure compliance with industry standards, improve energy collaboration and communication, and help to improve the energy efficiency and sustainability of the operations.

TM

Traffic Management

Automating traffic management with Thoughtful can bring a range of advantages to a government agency, organization, or company. The software can streamline the process of managing and monitoring traffic, reducing the need for manual data entry and minimizing the risk of errors. It can also help track traffic flow, incidents, and signals, making it easier to identify trends and make data-driven decisions. Additionally, by automating the process of traffic management, Thoughtful can help organizations to become more efficient and organized, making it easier to find and retrieve traffic information when needed. With Thoughtful, organizations can securely share traffic data with other providers and efficiently comply with regulations, such as transportation laws and industry standards. The software can also help organizations automate traffic incident management, reduce traffic congestion, improve safety, and provide real-time traffic information to the public.

EM

Environmental Monitoring

Automating Environmental monitoring with Thoughtful can bring a range of advantages to a government agency, organization, or company. The software can streamline the process of monitoring and managing environmental data, reducing the need for manual data entry and minimizing the risk of errors. It can also help track ecological parameters such as air and water quality, temperature, and weather conditions, making it easier to identify trends and make data-driven decisions. Additionally, by automating the environmental monitoring process, Thoughtful can help organizations become more efficient and organized, making it easier to find and retrieve environmental information when needed. With Thoughtful, organizations can also securely share ecological data with other providers and efficiently comply with regulations, such as environmental laws and industry standards. The software can also help organizations automate environmental reporting, compliance, and incident management, reducing administrative burdens and ensuring compliance with regulations.