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Add Vendors & Vendor Contacts

PAGassist Admin — Wed, 30 Sep 2026 21:19:47 GMT

PAGassist distinguishes vendors in two ways; the vendor itself and that vendor’s relationship with a specific PAG client.

For example, below you can see AT&T as a global (meaning application-wide) vendor, as well as when a contact for AT&T is added to the customer account.

Global Vendor: AT&T

Client relationship: Grey Sloane Memorial Hospital’s AT&T account, assigned rep and portal-access information.

Global vendor information

The PAGassist-wide vendor directory stores information that applies to the carrier generally, such as:

Vendor Name
Typical Service Type
National Support Information

On the backend (in the application itself), these vendors also connect invoice templates and styles that are known and specific to that particular vendor. This, in turn, supports accurate invoice uploads as well as the linking between accounts and services in client reporting.

Good rule of thumb: Only create a new global vendor when the carrier does not already exist.

Client-specific vendor information

Inside the client record, select the existing vendor and add client-specific information such as:

account or master account number;
customer service number;
account representative(s);
- clicking the little icon in the 'Representatives' section will add spots for additional contacts
rep phone;
rep email;
whether PAG has portal access;
notes.

NOTE: Do not create duplicate global vendor records simply because a client has a different account number or account representative.

MEDIA — VIDEO: Global Vendor vs. Client Vendor Relationship. This concept deserves a short video because it is easy to misunderstand.

Last verified: October 2026
Applies to: PAGassist MVP
Something look different? Report it to support@pagassist.com.

Create a New Client

PAGassist Admin — Wed, 30 Sep 2026 21:19:06 GMT

From the Client Directory, choose Add Client.

Enter the required account information, including:

Hit Continue. **Note for MVP: skip uploads in this pop-up for MVP**. Once the client is created, PAGassist opens the client workspace.

The client account contains the primary setup areas for:

Account Details, Vendors, Locations, Invoices, Contracts and Users.

Note: the setup tracker disappears once the core account setup requirements have been completed.

Client status

A client can be Active, Suspended or Archived. Accounts can be restored from suspended or archived status if needed.

Permanent deletion should only be used when the client record truly should not remain in PAGassist.

Last verified: October 2026
Applies to: PAGassist MVP
Something look different? Report it to support@pagassist.com.

Welcome to PAGassist

PAGassist Admin — Tue, 29 Sep 2026 21:56:15 GMT

What is PAGassist?

PAGassist is Profit Advisory Group’s telecom expense management workspace. It gives PAG analysts one place to organize client locations, vendors, invoices, services, contracts, users, savings opportunities and client-facing reporting.

The goal is not simply to store invoice data. PAGassist is designed to help analysts review that data, identify issues, connect it to the correct locations and contracts, document findings, and give the client visibility into the results.

The basic workflow

For most new clients, the flow is:

Create Client → Add Vendors → Add Locations → Add/Import Invoices → Review Invoice Data → Add Contracts → Link Records → Add Users → Validate Reporting

You do not have to complete every step in exactly that order. PAGassist allows you to come back and connect records as more information becomes available.

VIDEO: PAGassist in 3 Minutes

SCREEN GRABS: PAGassist's New Client Workflow

Overview Tab

Quick entry of customer and vendor details

Invoice Intake & Review Tab

Where you can manually input invoice details OR upload CSV outputs.
CSV outputs could be SmartFusion extraction reports, OR you can download the appropriate template and upload that CSV after population

Future State: PDF ingest will be possible

Contracts Tab

The place where you can upload PDFs for visual review, alongside input key contract details
The cleanest linking experience is to input Contracts second

Users Tab

Where client user information and access can be added, archived, and deleted

Locations Tab

Where you can input the known locations provided from the customer
Once added, if a location does not match ingested invoices, it will flag on the invoice

Pro Tip: Input locations first, this will help the automation support linking contracts and services from the start

Last verified: October 2026
Applies to: PAGassist MVP
Something look different? Report it to support@pagassist.com.