catfish

one card per supplier you buy from — contact, terms, account number, history. the mirror of dragonfly for the other side of the money.

the whole point of catfish is that bluejay's payee picker auto-fills with your vendor list — no retyping names, terms, or account numbers.

for any category where you have multiple suppliers (lumber, paper, software), pick a default. preferred vendors sort first in bluejay's pay screen.

open a vendor card to see total paid, last payment date, and payment count over the trailing 12 months. useful for renegotiation talks and tax-time prep.

the search box finds by company, contact name, city, or email. handy when you remember the contact's first name but not the company.

two crms in the suite, one for each side of the money. dragonfly = customers (people who pay you). catfish = vendors (people you pay).

ten vendors fit on one screen. fifty don't. categories (materials, services, software, fuel, professional, etc.) split the list into rooms you can actually scan.

for any vendor where you collect tax docs (1099 contractors) or proof of insurance (subcontractors on a job site), attach the file to the vendor card so you can find it the day you need it.

almost every vendor has an account number, a customer id, or a login. lose those and you spend 20 minutes on hold every time you call. the vendor card has a notes field built for exactly this.

open the catfish dashboard and you'll see vendors sorted by trailing-12-month spend. useful for renegotiation calls and for spotting where the money quietly leaks.

net 30, net 7, cod, prepaid — every vendor has its own terms. catfish stores them on the vendor card so bluejay's payment dialog inherits them and so you don't pay early or late by accident.

for a supplier you no longer use, archive (don't delete) the card. archived vendors drop out of the active list and bluejay's payee picker, but the payment history stays for tax and audit purposes.