Review criteria
- +Vendor by trade and contract
- +Insurance and COI expiry
- +Rate and rating
- +Expiring-COI flags
Facility Vendor Tracker in Facility Management
The Facility Vendor Tracker is a copy-ready spreadsheet for facility management that tracks vendors, trade, contract, insurance, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Facility Vendor Tracker”
Tabs: How to use · Vendors · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 8
Columns (grey = calculated for you)
- Vendor
- Trade
- Contract type
- Contract ends
- COI expires
- Rate
- Rating (1-5)
- Contact
- Open the Vendors tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- COI expires turns red when a vendor's insurance certificate has lapsed: do not let them on site until renewed.
- Review contracts 60 days before Contract ends; ratings help decide renewals.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Facility Vendor Tracker
About this template
It is built for people who want results without another subscription: facilities managing service vendors. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Facility Vendor Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Facilities managing service vendors
- +Anyone tracking insurance compliance
Pause before choosing when
- -Vendor portals
- -Automated COI collection
About Facility Management
Why people consider this option
- +Track work orders, PMs, and vendors without paid software
- +Keep every asset and task in a file you own
- +Know open work orders and PM compliance
What to review before acting
- -No CMMS or IoT integration without a tool
- -Larger portfolios eventually need CMMS software
Trust FAQ
Questions people ask before copying a template
Does the Facility Vendor Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Facility Vendor Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Facility Vendor Tracker track?
It tracks vendors, trade, contract, insurance, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.