# Latchel

## Docs

- [Home](https://help.latchel.com/home.md)
- [January 26, 2026](https://help.latchel.com/product-updates/whats-new/2026-newsletters/january-26-2026.md): The following are the Latchel updates for the week of January 26, 2026.
- [Latchel Webhooks (1.0.0)](https://help.latchel.com/reference/introduction.md)
- [Job Created & Updated](https://help.latchel.com/reference/job-created-&-updated.md): The following data is sent when a Job is created or updated in Latchel. (See Payload Format, above)
- [Payload Format](https://help.latchel.com/reference/payload-format.md): All webhook payloads are JSON data sent via POST and conform to the following format:
- [Portfolio Created & Updated](https://help.latchel.com/reference/portfolio-created-&-updated.md): The following data is sent when a Portfolio is created or updated in Latchel. (See Payload Format, above)
- [Tenant Created & Updated](https://help.latchel.com/reference/tenant-created-&-updated.md): The following data is sent when a Tenant is created or updated in Latchel. (See Payload Format, above)
- [A Guide in Joining Latchel Contractor Network](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/A-Guide-in-Joining-Latchel-Contractor-Network.md): Join thousands of service providers who get consistent work, fast payouts, and a hassle-free platform to manage it all. At Latchel, we connect you with property managers who need reliable pros like you—no cold calls, no chasing payments. Sign up today and start doing more of what you do best: great…
- [A Service Provider's Guide in Updating a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/A-Service-Provider-s-Guide-in-Updating-a-Work-Order.md): This training guide walks service providers through how to manage maintenance work orders in Latchel, from receiving a job offer to completing the work and submitting an invoice. It highlights what to expect at each stage of the process and how to take action within the platform.
- [Scheduling Work Orders for Another User within the Company](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Accepting-Scheduling-Work-Order-for-Another-Service-Provider-User-Within-the-Company.md): This **Flexible Auto-Assignment** enables the **Primary Service Providers** to accept and/or schedule for themselves or any Service Provider user within their company. This help guide will assist you in managing and organizing your company's work orders across different users.
- [Accessing Your Latchel Portal (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Accessing-your-Latchel-portal.md): Exciting news for Service Providers! With the Latchel portal, you can easily access and view all jobs, providing updates to keep things moving smoothly.
- [An Overview of the Service Provider Dashboard](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/An-Overview-of-the-Service-Provider-Log-In-Dashboard.md): Take a quick tour of your Service Provider Dashboard to see where you can view work orders, track job statuses, manage your schedule, and access important account info.
- [Comprehensive Service Provider Guides](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Comprehensive-Service-Provider-Guides.md): This help guide consists of different lists of guidelines meant to help you as a service provider.
- [Estimates, Invoicing & Documentation](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Estimates-Invoicing-Documentation-Service-Provider.md): As a service provider, submitting clear documentation is key to getting paid on time. This section shows you how to send estimates, upload photos, and invoice correctly after completing a job.
- [Getting Started](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Get-Started-Service-Provider.md): If you're a service provider new to Latchel, this section is for you. Learn how to access your portal, get familiar with your dashboard, and take the first steps to start receiving work orders.
- [Google Calendar Integration (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Google-Calendar-Integration-Service-Provider.md): Latchel allows you to integrate your **Google Gmail account** so that you can automatically sync new work events to the Google calendar of your choice. Set up upcoming work order reminders today!
- [Submitting an Estimate or Bid on a Work Order (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-Can-a-Service-Provider-Submit-an-Estimate-or-a-Bid.md): If the cost to complete a work order exceeds the approved budget limit for the property, service providers may submit their bid or estimate. Alternatively, Property Managers can assign a work order to Service Providers, allowing them to submit their bids and enabling the Property Manager to choose t…
- [Rescheduling Work Orders in Latchel (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-Service-Providers-Reschedule-a-Work-Order-in-Latchel.md): Need to make a change to a scheduled job? This guide shows service providers how to reschedule work orders in just a few clicks through the Latchel dashboard.
- [Viewing Work Order Calendar (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-Service-Providers-View-their-Work-Order-Calendar.md): Stay organized and on schedule—this guide shows service providers how to access and use the calendar view to see all upcoming work orders at a glance.
- [Adding Bank Account Information (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-can-a-Service-Provider-Add-Their-Bank-Account-Information.md): If you need to add or update your bank account information, follow this help guide!
- [Accepting Work Orders as a VIP Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-can-a-VIP-Service-Provider-Accept-or-Schedule-a-Work-Order.md): Through this article, you will be guided on how to accept and schedule a work order that is assigned to you as a VIP Service Provider. Here's how it works!
- [How to Accept and Schedule Work Orders (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Accept-and-Schedule-Work-Orders.md): When there is a work order available, the service provider will receive an SMS message and email notification that contains a link to the work order details. Learn how to accept new work orders and schedule them directly through your Latchel dashboard so you can get jobs on your calendar quickly and…
- [Adding Images/Files to a Work Order (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Add-Images-Files-to-a-Work-Order.md): There are times when a work order needs to have additional files and photos to support the budget or Property managers/owners requesting these for their reference, for example, the before-and-after photo. This help guide will give step by step process on how to upload files or photos on the work ord…
- [How to Create an Invoice (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Create-an-Invoice.md): This guide walks service providers through the steps to create and submit an invoice in Latchel after completing a job.
- [Taking Action on Open Work Orders (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Move-Work-Orders-Forward-When-Your-Action-is-Required.md): This is a step-by-step guide for service providers when action is required from their open work orders.
- [How to Reject a Work Order (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Reject-a-Work-Order-Service-Provider.md): This help guide explains the process of responding to new work orders once received. When a work order becomes available, you'll receive an SMS message and email notification with a link to the work order details. From there, you can choose **to accept** or **decline** the work order.
- [Uploading an Invoice (Service Providers)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/How-to-Upload-an-Invoice.md): Once the work is complete, you must send your invoice to get paid. Here’s the step-by-step guide on how you can submit an invoice.
- [Managing Service Provider Users](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Managing-Service-Provider-Users.md): As the **primary user** of your service provider company, you have the capability to manage multiple users within your company account settings. This includes **adding new service provider users**, **updating their contact information**, and **disabling users** if necessary. Let's take a look on how…
- [Managing Your Account](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Managing-Your-Account-Service-Provider.md): As a service provider, it's important to keep your account details up to date. Here, you'll find guides on managing your company info, adding users, setting up payments, and syncing your calendar.
- [Resetting Your Latchel Password (Service Provider)](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Resetting-Your-Latchel-Password-Service-Provider.md): Forgot your Latchel password? No worries! This guide will walk you through the simple steps to reset your password and regain access to your account. Follow the instructions below to get back in quickly.
- [Work Order Management](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/Work-Order-Management-Service-Providers.md): This section is for service providers looking to stay on top of their jobs. Learn how to accept, schedule, update, or reschedule work orders—all from your Latchel dashboard.
- [Service Provider Help Guides](https://help.latchel.com/s/topic/0TO5e000000h9wpGAA/service-provider-help-guides.md): Welcome to the Latchel Help Center for service providers! Whether you're just getting started or looking for tips to manage your work more efficiently, this section is built for you. You'll find step-by-step guides on setting up your account, handling work orders, submitting estimates, invoicing, an…
- [A Property Owner's Guide in Managing Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/A-Property-Owner-s-Guide-in-Managing-Work-Orders.md): As an owner, staying informed about maintenance and managing property approvals brings an added layer of excitement to your responsibilities!
- [API Docs](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/API-Docs.md): Looking to integrate Latchel with your own systems? Our API documentation provides everything you need to connect, retrieve, and sync data between Latchel and your internal tools.
- [Account Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Account-Settings-Overview.md): Welcome to the Account Settings Help Guides! This section provides step-by-step instructions for managing key settings in Latchel, ensuring your account is configured to meet your property management needs. Whether you need to add properties and residents, adjust severity and responsibility settings…
- [Adding Your Company Address](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Adding-Your-Company-Address.md): Keeping your company address up to date in Latchel ensures accurate invoicing and proper documentation. This guide walks you through how to add or update your company address in just a few steps.
- [Buildium Integration Reference Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Buildium-Integration-Reference-Guide.md): This Buildium reference guide explains how Latchel’s integration works, including how data flows, what information syncs, and how updates are handled between both systems. Use it as a quick reference to understand properties, residents, and work orders syncing between Buildium and Latchel.
- [Communication & Notification Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Communication-Notification-Settings-Overview.md): Stay in control of how and when you receive updates with Latchel’s Communication & Notification Settings. This section walks you through the different ways you can manage notifications—whether it's by email, SMS, or phone—so you never miss an important update. You’ll also learn how to customize team…
- [Comprehensive Integration Guides](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Comprehensive-Integration-Guides.md): To gain a comprehensive understanding of Latchel's integrations, feel free to explore the different help guides provided below based on your property management software.
- [Comprehensive Work Order Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Comprehensive-Work-Order-Guide-New-Experience.md): This collection of help articles is your go-to resource for understanding the full life cycle of a work order in Latchel. These articles are designed to support both day-to-day tasks and more advanced workflows, so your team can stay organized and deliver exceptional service with confidence.
- [Configuration Inheritance (Property, Portfolio, & Company Level)](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Configuration-Inheritance-Property-Portfolio-Company-Level.md): Latchel gives you many customization options for dispatching. Each of these configurations can be done at the Company Level (highest), Portfolio Level (lower), or Property Level (lowest). Configurations set at the Company Level are automatically applied to lower levels (Portfolio & Property).
- [Configuring Portal Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Configuring-Portal-Settings.md): Portal Settings are Latchel account settings where you can customize your company logo and color, and most importantly, this is where you can add your maintenance URL and Resident Review URL.
- [Customizable Work Order Quick View](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Customizable-Work-Order-Quick-View.md): Now Property Managers can customize their default view for the work order detail page. By choosing which most relevant information to show and how they want to see it in order.
- [Customize How Long Latchel Waits Before Contacting Your Next Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Customize-How-Long-Latchel-Waits-Before-Contacting-Your-Next-Service-Provider.md): This guide shows you how to customize the amount of time Latchel waits before reaching out to the next available service provider. Adjusting this setting allows you to give your preferred vendors more time to respond before Latchel continues sourcing help.
- [Customize Resident Review URL](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Customize-Resident-Review-URL.md): Latchel allows property managers to direct satisfied residents to leave public reviews through a customizable ***Resident Review URL***. When a resident submits a ***4- or 5-star rating*** after a service, they’ll be prompted to visit this URL—helping boost your company’s online presence by turning…
- [Dashboard Overview](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Dashboard-2-0.md): Latchel’s upgraded dashboard brings a more intuitive and efficient experience, making it easier to manage work orders, track requests, and access key account settings—all in one place. With a modern interface and improved navigation, Dashboard 2.0 helps property managers and service providers stream…
- [Data Management & Configurations](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Data-Management-Configurations.md): Keeping your data organized is the backbone of a well-run maintenance operation. In this section, you’ll find guides that walk you through managing the essential building blocks of your Latchel account—properties, residents, portfolios, and company-wide settings. Whether you're onboarding new proper…
- [Disable Online Maintenance Requests](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Disable-Online-Maintenance-Requests.md): You can disable the option for residents to submit maintenance requests directly in your property management system so that all requests are routed through Latchel.
- [Duplicate vs. Recall Work Order: Know their Difference](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Duplicate-vs-Recall-Work-Order-Know-their-Difference.md): When managing work orders, particularly when residents report various issues, it's essential to distinguish between two specific types of work orders: duplicates and recalls. Let's explore the differences between these two types of work orders in this guide!
- [Emergency & Escalation Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Emergency-Escalation-Settings-Overview.md): Managing emergencies efficiently is critical in property maintenance—and Latchel makes it easier for you. The Emergency and Escalation Settings section helps you take control of how urgent situations are handled. From setting clear contact protocols and on-call schedules to defining emergency vs. no…
- [Emergency Escalations: Property Damaging and Extreme Habitability Situations](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Emergency-Escalations-Property-Damaging-and-Extreme-Habitability-Situations.md): This guide is designed to clarify when a Latchel Associate will escalate issues to the property management company’s emergency contacts.
- [Emergency Outbound Communication Process](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Emergency-Outbound-Communication-Process.md): During urgent situations, clear and timely communication is critical. The Emergency Outbound Communication Process ensures that Latchel quickly notifies the right contacts when emergencies arise.
- [Emergency Process Quick Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Emergency-Process-Quick-Guide.md): Handling an emergency work order is a high-priority task where all parties involved - be it a resident, a Latchel Admin, or a Property Manager - receive priority service. This guide will outline how to handle a resident-initiated emergency work order.
- [Enabling Latchel Vendor Network Via Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Enabling-Latchel-Vendor-Network-Via-Work-Order.md): The **Latchel Vendor Network** is composed of extensive service provider companies from across the nation, many of which have only recently joined forces with Latchel to handle work orders for residents and property managers/owners.
- [End SMS Conversation Without Assigning It to Property Managers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/End-SMS-Conversation-Without-Assigning-It-to-Property-Managers.md): There are situations where a resident might just respond with **Thank you** and **doesn't require a response** from the Property Manager.
- [Export Severity Settings as a CSV File](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Export-Severity-Settings-as-a-CSV-File.md): If you would like to export a CSV version of your company's severity settings, you can do so with the following steps.
- [Files & Reports](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Files-Reports-Overview.md): This section covers everything you need to know about downloading, uploading, and exporting key files and reports from your Latchel account. Whether it’s accessing work order history, exporting property data, or managing invoices, these guides will walk you through each step.
- [Getting Started with Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started.md): Welcome to Latchel! These Getting Started Help Guides are built for property managers to learn the basics, whether you’re new or just need a refresher. You’ll find step-by-step tips on how to manage service requests, vendors, escalations, and more. Each guide is easy to follow and great for training…
- [Approvals](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Approvals.md): Approvals are a powerful way to stay in control of your maintenance workflow while keeping things running smoothly for residents and owners. This training video is the first part of a two-part Latchel training on work order approvals and dispatch, covering work order, invoice, and owner approvals ma…
- [Dispatching](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Dispatching.md): With Latchel’s Dispatching system, you can say goodbye to back-and-forth scheduling and vendor delays. This training video covers Latchel's dispatch system, which uses automatic service provider assignment to prioritize speed and efficiency, preventing double dispatching and ensuring faster scheduli…
- [Inspections](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Inspections.md): Training session covered the system’s inspection features, including navigation, template management, conducting inspections in the field (no login required), and generating work orders from findings. The session also highlighted the mobile-friendly interface, user-friendly design, and robust report…
- [Projects & Unit Turns](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Projects-Unit-Turns.md): Latchel's **Project and Inspection** features, focusing on project management, including creation, monitoring, and work order linking.  The training covered creating projects by linking to properties, adding categories, and naming them, as well as linking existing work orders.
- [Team & User Management](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Team-User-Management.md): Keeping your team organized in Latchel is key to ensuring the right people receive the right information at the right time. This training video covers user management, targeted notifications through user groups, and customized emergency contact escalation procedures. It includes step-by-step guidanc…
- [Work Order Navigation](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Getting-Started-Work-Order-Navigation.md): Training on Latchel's work order management, covering how to access and view work orders in list and column formats with filtering and customization options. This video also covers editing work order details and managing various work order statuses within the system.
- [How Emergency Temperature Works with Intake Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-Emergency-Temperature-Works-with-Intake-Settings.md): With Intake Settings, property managers can define when a temperature-related issue, such as an air conditioning or heating problem, qualifies as an emergency. Instead of relying on a fixed definition, you can set your own plain-language rules that take outside or inside temperature into account.
- [How Emergency Temperature and Severity Settings Work Together](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-Emergency-Temperature-and-Severity-Settings-Work-Together.md): Latchel uses both temperature thresholds and severity levels to determine when an HVAC issue qualifies as an emergency. This guide explains how these two settings interact to ensure urgent situations are handled appropriately without unnecessary escalations.
- [How Latchel Integration Works](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-Latchel-Integration-Works.md): We at Latchel have the ability to synchronize data between the Latchel platform to many third-party Property management software, and this help guide will focus more on how **Latchel Integration** works as well as its functionalities.
- [How To Blacklist a Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-To-Blacklist-a-Service-Provider.md): Blacklisting a service provider is a useful option for a Property Manager Company that no longer wishes to work with a particular provider but wants to ensure that other PM companies can still maintain their relationships with that provider. By blacklisting the provider, the PM Company can prevent t…
- [How To Send SMS Messages From Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-To-Send-SMS-Messages-From-Latchel.md): This guide walks admins or property managers through how to send SMS messages directly through a work order in Latchel. All messages are sent from your designated **Latchel Communication Phone Number**, which you can view in your account under **Maintenance Communication Settings.** Using SMS helps…
- [How To Specify If Your Service Provider Handles Emergencies, Non-Emergencies, Or Both](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-To-Specify-If-Your-Service-Provider-Handles-Emergencies-Non-Emergencies-Or-Both.md): This guide will show you how to indicate whether a service provider handles emergency work orders, non-emergency work orders, or both. Setting this correctly ensures that work is routed to the right provider based on the type of issue, helping avoid delays and miscommunication.
- [How to Access & Read Call Logs](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Access-Read-Call-Logs-New-Experience.md): This guide walks you through how to access and read call logs for service requests. Call logs provide a detailed record of communication between Latchel and residents or service providers, helping you track updates, follow up as needed, and stay informed on the status of each job.
- [How to Access and View a Resident Public Dashboard](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Access-and-View-a-Resident-Public-Dashboard.md): This guide covers how to access and view a resident's Public Dashboard. The dashboard gives you a real-time view of a resident’s work order, including updates, scheduling details, and communication history—making it easy to stay informed and provide support when needed.
- [How to Access the Help Center Through Your Latchel Dashboard](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Access-the-Help-Center-through-Your-Latchel-Dashboard.md): This guide shows you how to access the Help Center directly from your Latchel dashboard. Whether you need answers to common questions or step-by-step instructions, the Help Center is your go-to resource for quick support.
- [How to Activate the Client Propertyware Integration](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Activate-the-Client-Propertyware-Integration.md): This guide walks you through the steps to activate the Propertyware integration for your account. By enabling this integration, Latchel will automatically sync with your Propertyware data, ensuring your properties, residents, and work orders stay up-to-date without manual input.
- [How to Add Emergency Temperature Thresholds](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Emergency-Temperature-Thresholds.md): This guide explains how to set emergency temperature thresholds in your Latchel account. These thresholds help ensure that temperature-related issues—like heating or cooling failures—are treated as emergencies when conditions fall outside of safe limits for residents.
- [How to Add Invoices](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Invoices-New-Experience.md): To upload an invoice on a work order, follow these simple steps.
- [How to Add & Manage Residents](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Manage-Residents.md): If you do not use a system integration then you must update Latchel when adding new residents. You can also disable residents or add resident move-in/move-out dates. Follow the steps below on how to manage your residents!
- [How to Add & Manage Service Providers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Manage-Service-Providers.md): This guide covers how to add new service providers to your Latchel account and manage existing ones. Keeping your vendor list up-to-date ensures smoother dispatching and helps Latchel prioritize your preferred providers when scheduling work.
- [How to Add Resident's Move-In/Move-Out Dates](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Move-In-Move-Out-Dates.md): This guide walks you through how to add or update a resident’s move-in and move-out dates in Latchel. These dates help manage resident access and ensure accurate billing based on their time at the property.
- [How to Add Warranty Information](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-Warranty-Information.md): This guide explains how to add warranty information to a property in Latchel. When added, all non-emergency work orders for that property will be sent to you for approval before dispatching begins. Emergencies will still be handled by Latchel, but we do not coordinate with Home Warranty companies—an…
- [How to Add and Remove Company User](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-New-Company-User.md): This help guide will walk you through the simple steps on how you can add and remove/disable company users in your Latchel Account Settings. Let's get started!
- [How to Add a New Problem/Location Setting From the Work Order Page](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-New-Problem-Location-Setting-From-the-Work-Order-Page-New-Experience.md): When a Work Order is created and there is no severity setting for that problem/location combination, the work order will default to **Needs PM Approval** and a severity setting will need to be applied for this to not recur in the future. To set this up, follow the instructions below:
- [How to Add a Property](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-Property.md): If you do not have a system integration in place, it’s important to know how to add new properties directly through the Latchel portal. Follow these steps to add a new property.
- [How to Add a Service Provider to a Portfolio](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-Service-Provider-to-a-Portfolio.md): When you want to assign a service provider to a portfolio that is not currently in the same territory or zip code as the portfolio, you can follow the steps to assign a service provider.
- [How to Add a Service Provider to a Property that is Outside of an Assigned Territory / Zip Code](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-Service-Provider-to-a-Property-that-is-Outside-of-Assigned-Territory-Zip-Code.md)
- [How to Add a Special Note to a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-Special-Note-to-a-Work-Order-New-Experience.md): The description of a work order is crucial for Service Providers to understand the problem that needs to be addressed. It provides a summary of the responses to the diagnostic flow completed during the work order creation. Moreover, a **Special Note** will provide other additional information on how…
- [How to Add or Update Service Provider Instructions on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Add-or-Update-Service-Provider-Instructions-on-a-Work-Order-New-Experience.md): This field updates in real-time so the Service Provider will see this information the next time they view the job details.
- [How to Approve or Deny a Duplicate Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Approve-or-Deny-a-Duplicate-Work-Order.md): When a work order is created either from the call center flow or through the resident workflow and there is already a work order for that property, then a duplicate check task will be created.
- [How to Approve or Deny an Estimate or a Bid](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Approve-or-Deny-an-Estimate-or-a-Bid.md): As a Property Manager, you have the valuable feature of reviewing the price estimates and bids submitted by Service Providers. You have the flexibility to thoroughly assess and decide whether to approve the budget based on the specific requirements of the work order.
- [How to Assign a Latchel Contracted Network Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Assign-LCN-Service-Provider-New-Experience.md): An **LCN (Latchel Contracted Network) Service Provider** can be assigned to a work order if all Preferred Service Providers are unavailable, or if they have to reject the job for some reason, and all of them have been exhausted.
- [How to Assign Service Provider to a Territory / Zip Code](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Assign-Service-Provider-to-a-Territory-Zip-Code.md): This capability of managing service providers' assignments based on service territories will significantly reduce the need to repeat and manage service provider setup across various entities (such as Portfolios, and Properties)
- [How to Assign and Reassign Service Providers on Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Assign-and-Reassign-Service-Providers-on-Work-Order-New-Experience.md)
- [How to Cancel a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Cancel-a-Work-Order-New-Experience.md)
- [How to Change/Reset the Password of a Latchel User's Login](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-Reset-the-Password-of-a-Latchel-User-s-Login.md): Need to update or reset a team member’s Latchel login password? This guide walks you through how to manage user credentials securely and easily.
- [How to Change a Work Order Number](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-a-Work-Order-Number-New-Experience.md): If you’ve entered the wrong work order number or need to update it for accuracy, you can easily change it in Latchel. This guide walks you through the steps to update a work order number so your request stays properly tracked.
- [How to Change the Assigned PM User](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Assigned-PM-User.md): There may be times when you need to update who is assigned to manage a specific property, portfolio, or your company’s primary account. This guide walks you through the steps to change the assigned Property Manager (PM) user at the property, portfolio, or company level in Latchel.
- [How to Change the Primary Resident on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Primary-Resident-on-a-Work-Order-New-Experience.md): Latchel will text all residents for availability on the property but uses the primary resident on a job so the vendor has access in case they require a conversation with the resident.
- [How to Change the Property on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Property-on-a-Work-Order-New-Experience.md): The property on a Work Order is used to reflect what address Latchel is coordinating the request on.
- [How to Change the Service Provider on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Service-Provider-on-a-Work-Order-New-Experience.md): This guide will show you how to update a work order by changing its assigned service provider. You’ll learn how to edit the provider details or remove a provider altogether when needed.
- [How to Change the Severity Settings on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Severity-Settings-on-a-Work-Order.md): Previously, Property managers have to contact Latchel to adjust the severity settings of a work order, but with the latest improvement, Property managers are now empowered to do it at their own convenience.
- [How to Complete a Task](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Complete-a-Task-New-Experience.md): At the center of your Latchel Dashboard, you will find the **Action Required** bin/bank which contains the open task.
- [How to Configure a Property with Default Access Instructions](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Configure-a-Property-with-Default-Access-Instructions.md): Setting default access instructions ensures that service providers know how to enter the property without delay. This guide walks you through how to add or update these instructions for each property to help jobs get completed smoothly and on time.
- [How to Contact Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Contact-Latchel.md): There are several ways to reach Latchel depending on the kind of support or assistance you need. Here’s a quick guide to help you connect with the right team efficiently.
- [How to Copy Company or Portfolio Service Provider Prioritization](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Copy-Company-or-Portfolio-Service-Provider-Prioritization.md): This guide will provide you with the steps on how to copy the Service Provider prioritization of the company or the portfolio.
- [Managing Your Portfolios](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-Manage-Portfolios.md): Get a clear view of your properties by organizing them into portfolios. This guide shows you how to create, edit, and manage portfolios to streamline oversight and reporting across your account.
- [How to Create New Resident Benefit](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-New-Resident-Benefit.md): Custom resident benefits let you tailor your offerings to match your property’s unique services. This guide walks you through the steps to create and publish a new benefit on your Resident Benefits Dashboard.
- [How to Create User Groups](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-User-Groups.md): User Groups define a group that will receive emails when a job alert is triggered. You can create one or multiple groups wherein each group may have members belonging to another group. This is to ensure that appropriate notifications are received and the intended recipients can respond immediately.…
- [How to Create a Task](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-a-Task-New-Experience.md): Tasks are essentially the **To Do** items for a work order. They should be used to describe future actions that will be taken by your internal team, owners, preferred vendors, or residents to progress the work order. Both existing and newly created tasks will automatically appear on the Task Page.
- [How to Create an Owner Profile and Assign Property Ownership](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-an-Owner-Profile-and-Assign-Property-Ownership.md): This guide walks you through creating an owner profile in Latchel and assigning property ownership, so each property is correctly tied to its respective owner for communication and billing purposes.
- [How to Create and View a Bid Request for a Property](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Create-and-View-a-Bid-Request-for-a-Property.md): Prior to this update, the process for Property Managers to ask Service Providers for bids was very cumbersome and manual but worry no more, this update will allow Property Managers to create and manage bid requests in a streamlined way to help them feel confident that they are choosing the best Serv…
- [How to Customize Work Order Budget Limits](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Customize-Work-Order-Budget-Limits.md): This guide will walk you through how to customize budget limits for work orders in your Latchel account. Setting clear budget thresholds helps ensure that service providers are authorized to complete necessary work without delays, while also keeping costs aligned with your property management polici…
- [How to Defer a Task](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Defer-a-Task-New-Experience.md): Latchel creates tasks when an action is required to move a job forward. Alternatively, tasks can be created by you and are for you and your team to manage action items.
- [How to Delete a Portfolio](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Delete-a-Portfolio.md): Through this Help Guide, property managers will learn how to delete portfolios that are no longer needed.
- [How to Disable Automatic Invoice Collection from Preferred Service Providers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Disable-Automatic-Invoice-Collection-from-Preferred-Service-Providers.md): Let’s explore how the Invoice Collection feature works in this help guide.
- [How to Download a Work Order History](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Download-a-Work-Order-History-New-Experience.md): You can download a PDF of the work order history from the work order page in Latchel. The PDF will include all notes, actions taken, status changes, and sent emails.
- [How to Download a Work Order Invoice](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Download-a-Work-Order-Invoice-New-Experience.md): To find the work order from which you need to download the invoices, there are 2 possible ways:
- [How to Activate the Latchel Data Sync](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Download-and-Activate-the-Latchel-Data-Sync.md): To download and activate the **Latchel Data Sync** extention, it's important to follow these steps in sequence:
- [How to Download or Manage Files from Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Download-or-Manage-Files-from-Work-Orders-New-Experience.md): Keep track of pictures, invoices, receipts, and other files from a work order. Here's how you can download or manage files from a work order.
- [How to Edit Service Provider Skills](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Edit-Service-Provider-Skills.md)
- [How to Embed Your Resident Benefits Dashboard Directly on to Your Website](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Embed-Your-Resident-Benefits-Dashboard-Directly-on-to-Your-Website.md): Embedding the Resident Benefits Dashboard on your website gives residents a seamless way to explore and access their benefits. This video walks you through the steps to add the dashboard to your site.
- [How to Enable Service Provider Locked-In on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Enable-Service-Provider-Locked-In-on-a-Work-Order-New-Experience.md): From your Dashboard, click the **Maintenance** dropdown and select **Work Orders**. Now to select the desired work order, use the Search Bar, then click on the Work Order ID on the Work Order page. You can also use the Filter option for easy searching.
- [How to Enable or Disable a Resident in Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Enable-or-Disable-a-Resident-in-Latchel.md): This help guide will provide property managers with the necessary steps to enable or disable residents in Latchel, as well as outline the status with integrations.
- [How to Ensure an SMS Conversation Has the Right Tag](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Ensure-an-SMS-Conversation-Has-the-Right-Tag.md): To see the messages, click the Message icon at the top right of your portal and open the window for an incoming SMS.
- [How to Export All Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Export-All-Work-Orders-New-Experience.md): As a Property Manager, you can download all of the Work Orders as a CSV file from your Latchel portal.
- [How to Export Properties](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Export-Properties.md): Log in to your Latchel account, click **Places**, then choose **Properties**.
- [How to Export Reports with Reference ID](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Export-Reports-with-Reference-IDs.md): This guide provides the steps for exporting property and resident reports from your property management software with the necessary property reference IDs and tenant user IDs, which are required for accurate data mapping and successful migration into Latchel.
- [How to Export Your Invoice Data to a CSV](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Export-Your-Invoice-Data-to-a-CSV.md): Here's how you can export your invoice data in Latchel:
- [How to Filter SMS by Portfolio](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Filter-SMS-by-Portfolio.md)
- [How to Generate an API Key](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Generate-an-API-Key.md): **API (Application Programming Interface)** **key** is a unique identifier that is used to authenticate and authorize your access to your Latchel console. It serves as your security token.
- [How to Give Your Residents Direct Access to Their Benefits Dashboard](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Give-Your-Residents-Direct-Access-to-Their-Benefits-Dashboard.md): Providing direct access to the Resident Benefits Dashboard makes it easy for residents to view and use their available services. This video explains how to generate and share the dashboard link with your residents.
- [How to Handle Tags for Someone Asking About Multiple Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Handle-Tags-for-Someone-Asking-About-Multiple-Work-Orders.md): This functionality is applicable for when the person you are speaking with has questions about different work orders.
- [How to Install the Latchel Data Sync Extension](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Install-the-Latchel-Data-Sync-Extension.md): Here are the steps to install the **Latchel Data Extension**. Please make sure you are using a **Chrome browser** before executing the steps listed in this guide.
- [How to Manage My Own Invoice Notification Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Manage-My-Own-Invoice-Notification-Settings.md): Stay in control of your billing alerts by customizing your invoice notification settings. This guide will show you how to adjust your preferences so you receive updates the way that works best for you.
- [How to Modify Custom Resident Benefit](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Modify-Custom-Resident-Benefit.md): Need to update a benefit you’ve created? This guide shows you how to edit the details of a custom resident benefit so your offerings stay accurate and relevant.
- [How to Multi-Select Portfolios](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Multi-Select-Portfolios.md): Property Managers can now multi-select the portfolios they want to see on their dashboard. Read this guide to know how it works!
- [Navigating Your Preferred Service Provider's Profile](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Navigate-Preferred-Service-Providers-Profiles.md)
- [How to Opt-In to the Latchel Contractor Network](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Opt-Into-the-Latchel-Contractor-Network.md): A **Latchel Contracted Network Service (LCN)** Provider can be assigned to a work order if all Preferred Service Providers are unavailable, or if they have to reject the job for some reason, and all of them have been exhausted.
- [How to Opt-Out of Latchel Contractor Network](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Opt-Out-of-Latchel-Contractor-Network.md): Opting out of the Latchel Contracted Network allows you to focus on assigning work orders exclusively to your Preferred Service Provider list. Here's how you can do this.
- [How to Override/Change Service Provider Payment Method in Portfolio](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Override-Change-Service-Provider-Payment-Method-in-Portfolio.md): Learn how to override or update the payment method across an entire portfolio to streamline payments for all associated Service Providers.
- [How to Override/Change Service Provider Payment Method in Property](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Override-Change-Service-Provider-Payment-Method-in-Property.md): Find out how to override or change the payment method for a specific property to ensure your Service Providers are paid correctly.
- [How to Place a Work Order On Hold](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Place-a-Work-Order-On-Hold-New-Experience.md)
- [How to Prioritize/Edit Service Providers With Their Skills](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Prioritize-Edit-Service-Providers-with-their-skills.md): You can choose which service providers you prefer to assign for each Skill Category. Additionally, you have the option to add or remove skills under a Skill Category while prioritizing your service providers. Follow these steps on how to prioritize your preferred service providers with their skills.
- [How to Prioritize a Preferred Service Provider for Multiple Skills](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Prioritize-a-Preferred-Service-Provider-for-Multiple-Skills.md): This help guide will provide you with the steps on how to prioritize a preferred service provider for multiple skills from different property management account levels:
- [How to Provide Permission for Service Provider to Access Property for a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Provide-Permission-for-Service-Provider-to-Access-Property-for-a-Work-Order-New-Experience.md): From your Dashboard, click the **Maintenance** dropdown and select **Work Orders**.
- [How to Re-Enable a Property](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Re-Enable-a-property.md): To re-enable old or disabled property, follow these steps.
- [How to Remove a Property](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Remove-Properties.md): Follow these steps to remove a property from your Latchel account when it's no longer under your management.
- [How to Remove a Preferred Service Provider (Globally)](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Remove-a-Preferred-Service-Provider-Globally.md): First, you need to visit your Service Provider page at **People** then **Service Providers**.
- [How to Remove a Preferred Service Provider (Priority List)](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Remove-a-Preferred-Service-Provider-Priority-List.md): To remove a service provider from your priority list of a skill category, follow the steps below!
- [How to Reopen a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Reopen-a-Work-Order-New-Experience.md): To access the work order page, click the **Maintenance** drop-down from your dashboard and hit **Work Order**.
- [How to Resend the Work Order Details to the Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Resend-the-Work-Order-Details-to-the-Service-Provider.md): Right now, our platform doesn't have a direct feature for property managers to resend emails of work order details to service providers.
- [How to Restrict Evening Availability for Non-Emergency Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Restrict-Evening-Availability-for-Non-Emergency-Work-Orders.md)
- [How to Schedule Service Provider Payments in Future Date](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Schedule-Service-Provider-Payments-in-Future-Date.md): This help guide will give step by step process for scheduling invoice payment set in the future.
- [Setting Up Pre-Dispatch Instructions with Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Send-Latchel-Pre-Dispatch-Instructions.md): As a Property Manager, you can provide instructions for the Latchel team to follow before dispatching a service provider occurs.
- [How to Set Service Provider as a VIP Preferred Service Provider](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Set-Service-Provider-as-a-VIP-Preferred-Service-Provider.md): If the Service Provider is set as VIP it can accept a job without scheduling an arrival time.
- [Updating Work Order on Waiting For Materials Status](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Set-Work-Order-Appointments-New-Experience.md): This help guide will walk you through updating the schedule of a work order that is in a **Waiting for Materials** status. Additionally, it will show you how to send a reminder to the service provider if you are uncertain of the service provider's availability.
- [How to Set a Work Order as Mandatory](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Set-a-Work-Order-as-Mandatory-New-Experience.md): If there’s a repair that must be completed without the option for cancellation, you can mark the work order as mandatory. This guide walks you through how to toggle this setting so residents are unable to cancel the request.
- [How to Set the Require Detailed Invoice Setting](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Set-the-Require-Detailed-Invoice-Setting.md): Learn how to enable the Require Detailed Invoice setting to ensure that all uploaded invoices from service providers include clear itemization of labor, materials, and other costs before submission.
- [How to Set-up an On-Call Rotation](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Set-up-an-On-Call-Rotation.md): Setting up an on-call rotation takes just a few minutes. Once configured, it will automatically alert your designated technicians or team members when a qualifying issue is submitted — no manual dispatching required.
- [How to Setup Owner Communication](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Setup-Owner-Communication.md): These email notifications send through your own email account so that owners see the email coming from YOU instead of Latchel. Any responses from the owners will also go to your email.
- [How to Submit a New Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Submit-a-New-Work-Order.md)
- [How to Sync Work Order Attachments from Latchel to PropertyWare](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Sync-Work-Order-Attachments-from-Latchel-to-PropertyWare-New-Experience.md): We recently developed a new feature to conduct a work order attachment sync from Latchel to Propertyware! Here's how!
- [How to Tag SMS Conversations Started by a Property Manager](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Tag-SMS-Conversations-Started-by-a-Property-Manager.md)
- [How to Tag Video Calls to a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Tag-Video-Calls-to-a-Work-Order-New-Experience.md): Similar to phone calls, a video can be tagged to a work order too.
- [How to Take Action When a Work Order Is Pending](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Take-Action-When-a-Work-Order-Is-Pending-New-Experience.md): A work order can be placed on hold for several reasons and can go in almost any direction once the next update is provided. Latchel provides the following options once you’re ready to get the work order moving again.
- [How to Terminate the Gmail Integration](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Terminate-the-Gmail-Integration.md): With Latchel, you have the option to integrate your Google Gmail account, enabling you to effortlessly send automated notifications for new work orders and non-emergency budgets and/or work order approvals directly to your owners.
- [How to Turn on Preferred Service Provider Payments](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Turn-on-preferred-service-provider-payments.md): Learn how to enable Preferred Service Provider Payments so your trusted vendors get paid quickly and seamlessly through Latchel.
- [How to Update Status of Work Orders on Waiting for PM](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-Status-of-Work-Orders-on-Waiting-for-PM.md): _**If the work order status is Waiting for PM**_, you will have the option of changing the status to **Cancel the Work Order**, **Mark it as Completed**, and or **Confirm a New Work Date**.
- [How to Update Your Escalation Contacts](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-Your-Escalation-Contacts.md): You can provide an escalation path through your defined contacts in the event that an emergency request needs to be escalated. You can add multiple contacts to this field, in the order in which you want the contacts to be called. We will call each contact 3 times and leave a voicemail before sending…
- [How to Update a Company User's Contact Information](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-a-Company-User-s-Contact-Information.md): Need to update a team member’s email or phone number in Latchel? This guide shows you how to quickly edit a company user’s contact details to keep your account information current.
- [How to Update a Work Order Title](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-a-Work-Order-Title-New-Experience.md): From the dashboard, click on **Maintenance**, open the work order by either **searching and/or clicking the specific order number**.
- [How to Update the Approved Budget on an Active Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Approved-Budget-on-an-Active-Work-Order-New-Experience.md): The approved budget on the work order is visible to the assigned Service Provider. Changes to this budget will be seen by the Service Provider and logged on the work order for verifying budget changes.
- [How to Update the Resident's Availability](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Resident-s-Availability.md): As a property manager you can either grant the service provider access to the property if the resident is not available, send a reminder of the work order, or add another schedule for the resident. Here are the steps on how you can do it on a work order.
- [How to Update the Service Provider Payment Method on File](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Service-Provider-Payment-Method-on-File.md): Easily keep your payments on track by updating or changing your Service Provider’s payment method in just a few steps.
- [How to Update the Skill Required on a Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Skill-Required-on-a-Work-Order-New-Experience.md): To select the desired work order, from your Latchel dashboard, go to the **Maintenance tab** and click on **Work Orders.**  Search and select the work order that you want to work on. Use the Search Bar then click on the Work Order ID.
- [How to Update the Work Order Status (i.e. to Scheduling, Pending, Completed, Canceled)](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Work-Order-Status-i-e-to-Scheduling-Pending-Completed-Canceled-New-Experience.md): If the work order status is Scheduling with Service Provider, then you will have the option to **Schedule Now** or **Remind Service Provider**.
- [How to Update the Work Order Summary](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Work-Order-Summary.md): From the work order page, find the **Summary** from the **Quick View**. To open summary information, click on the **arrow down**.
- [How to Upload Files to a Work Order for Property Manager](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Upload-Files-to-a-Work-Order-for-Property-Manager-New-Experience.md): To add a file to a work order, follow these steps:
- [How to Use the Filter Options in the Work Order Tab Page](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-Use-the-Filter-Options-in-the-Work-Order-Tab-Page.md): This help guide aims to provide an informative and customizable maintenance awareness to Property Managers and Admin users.
- [How to View Resident Work Order Links](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-View-Resident-Work-Order-Links-New-Experience.md): Easily find and access the unique work order links shared with residents—perfect for tracking communication and keeping everything organized. Here's how you can view the resident work order link.
- [Methods of Searching Invoices](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-View-and-Search-for-Invoices.md): Finding invoices in the Latchel Dashboard is a breeze. You can quickly **search and filter** to locate the exact invoice you need, making your financial management simpler and more efficient!
- [How To View the Service Provider's Calendar](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-View-the-Service-Provider-s-Calendar.md): Property managers now have the ability to view all Latchel work orders for a Service Provider company or an individual service provider user in a convenient calendar view. They are also able to print it to give to their team members to reference.
- [How to Change the User Notification Group via Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-change-the-user-notification-group-via-work-order-New-Experience.md): From your **Dashboard**, click the **Maintenance** dropdown and select **Work Orders**.
- [How to Set Up Owners Who Manage their Own Maintenance](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-set-up-owners-who-manage-their-own-maintenance.md): This will help property managers to create a portfolio for owners who are completing their work orders and want to handle the work order themselves.
- [How to Update Your Subscription Payment Method](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-update-your-Subscription-Payment-Method.md): For all subscription charges, Latchel automatically charges your Subscription Payment Method on file.
- [How to View Your Latchel-Assigned Phone Number](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/How-to-view-your-Latchel-Assigned-Phone-Number.md): Your Latchel-assigned phone number is the dedicated line residents use to reach our support team. This guide shows you where to find that number in your dashboard so you can share it or reference it as needed.
- [Integrating Rent Manager into Latchel](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Integrating-Rent-Manager-into-Latchel.md): Integrating Rent Manager with Latchel keeps your property data, resident information, and maintenance requests in sync—automatically. With this setup, you’ll eliminate double entry and streamline your workflow, giving your team more time to focus on what matters most: delivering great service. This…
- [Introduction to Intake Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Introduction-to-Intake-Settings.md): We are excited to announce Latchel’s brand new Intake Settings, powered by Harmonia and Harmonia X. Latchel now offers property managers increased customization of work order intake outcomes and residents a personalized intake experience.
- [Invoice and Payments](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Invoice-and-Payments.md): This section covers everything property managers need to know about reviewing invoices, managing payment settings, and understanding billing processes within Latchel. Whether you're adjusting notification preferences or reviewing service charges, these guides will help you stay on top of your financ…
- [Invoicing and Handling Payments for Service Providers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Invoicing-Preferred-Service-Provider-vs-LCN.md): This FAQ covers common questions about how Latchel manages invoicing and payments for service providers, including how payments are processed, who receives notifications when invoices are uploaded, and how property managers are informed of new invoices.
- [Exporting Reports](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Analytics-Exporting-Reports.md): Within the Analytics page, there are several ways to export your data depending on the type of report you need. This help guide will walk you through how to export your reports.
- [Provide Feedback](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Analytics-Feedback.md): We love to hear from you! Access the form to share your thoughts about the New and Expanded Analytics!
- [Using the Filters](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Analytics-Filters.md): Filters make it simple to customize the view and get exactly what you need from your reports. This help guide provides steps on how property managers can filter results so you can focus only on the information that’s relevant to your goals.
- [Latchel Analytics](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Analytics-Overview.md): Latchel Analytics gives you a clear view of your maintenance operations through easy-to-read dashboards and reports. From tracking work order volume to identifying response time trends, this tool helps you make informed decisions and monitor performance—all in one place. Use this guide to explore ho…
- [Latchel Data Sync Extension Reference Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Data-Sync-Extension-Reference-Guide.md): Unlike our integrations for other platforms, the **Chrome Plugin** doesn’t have the concept of an initial sync. Therefore every sync can be considered a subsequent sync, which will look for any data that was created or updated within the last 72 hours.
- [Latchel Guarantee and Refund Request Policy](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Guarantee-and-Refund-Request-Policy.md): This help guide aims to establish a systematic and equitable refund and service process that will make the decision making process transparent and fair for both Latchel and the Property Manager.
- [Latchel Phone Numbers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Phone-Numbers.md): Don’t miss our calls! Latchel uses specific phone numbers when contacting property managers, residents, vendors, and property owners.
- [Latchel Task Page Overview](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Latchel-Task-Page-Overview.md): The Task Page in the Latchel Dashboard gives you a streamlined view of all open work orders that require action from your team. Each task is clearly categorized, making it easy to prioritize what needs attention—whether it's approving a proposal, reviewing an invoice, or responding to a vendor. Use…
- [Maintenance Automation: Emergency vs. Non-Emergency](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Maintenance-Automation-Emergency-Vs-Non-Emergency.md)
- [Managing Intake Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Managing-Intake-Settings.md): This guide explains how to use Intake Settings to customize your work order workflows. By setting rules that match your team’s needs, you can control how requests are received, routed, and managed from start to finish.
- [Managing Latchel Inspections](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Managing-Latchel-Inspections.md): Latchel Inspections lets you build and manage customizable templates to track property or home inspections with ease. Whether you're documenting move-ins, unit turns, or routine checks, these templates help standardize the process—making it easy to collect, review, and take action on inspection resu…
- [Managing Latchel Projects](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Managing-Latchel-Maintenance-Projects.md): The Projects feature is designed to help you manage multi-step maintenance efforts—like unit turns, inspections, or renovations—by grouping related work orders into a single, organized view. This makes it easier to track budgets, timelines, and overall progress. Whether you're coordinating a simple…
- [Managing the Invoice Auto-Approval Threshold](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Managing-the-Invoice-Auto-Approval-Threshold.md): Managing invoice has been easier with Latchel's auto-approval feature. Learn how you can easily manage your invoice approvals through this guide!
- [Merge Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Merging-Work-Orders.md): The **Merge Work Orders** feature allows property managers to combine duplicate or related **non-emergency work orders** at the same property. This feature addresses situations where property managers receive multiple work orders at the same property that can be handled by the same service provider.…
- [Navigating the Latchel Data Sync Extension](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Navigating-the-Latchel-Data-Sync-Extension-New-Version.md): The new Latchel Data Sync Extension comes with a refreshed design and simplified features to make syncing with AppFolio easier than ever. This guide will help you get familiar with the updated interface, understand where key features are located, and show you how to navigate the extension with confi…
- [Navigating the New Tool Tab in the Latchel Dashboard](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Navigating-the-New-Tool-Tab-in-the-Latchel-Dashboard.md): The Tool tab in the Latchel Dashboard is your go-to spot for managing invoices, viewing reports, and exploring skill categories. This guide will help you get familiar with each section so you can make the most of the tools available at your fingertips.
- [Overview of Work Order Life Cycle](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Overview-of-Work-Order-Life-Cycle.md): Typically, emergency work orders are issues that could potentially cause property damage or pose an extreme habitability issue for the resident or the property; otherwise, it will be tagged as non-emergency. As a Property Manager, you can configure job severity and responsibility settings from your…
- [Preferred Service Providers](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Preferred-Service-Providers-guides-overview.md): Preferred Service Providers are at the heart of efficient maintenance coordination in Latchel. This section will walk you through everything you need to manage your vendor relationships—from assigning providers to specific territories, customizing skill sets, and prioritizing who gets the first call…
- [Prevent Chrome from Interrupting Your Auto Sync](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Prevent-Chrome-from-Interrupting-Your-Auto-Sync.md): We’ve also discovered that Chrome’s memory-saving settings might be stopping your auto sync from running — especially if you leave your third-party platform tab open and unattended.
- [Projects & Inspections](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Projects-Inspections-Overview.md): Stay on top of property turns, renovations, and routine checks with Latchel’s Projects & Inspections tools. This category covers everything you need to organize related work orders into clear project timelines, manage budgets, and track progress in one place. You’ll also find guidance on creating in…
- [Property Manager 360 Degree Communication View](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Property-Manager-360-Degree-Communication-View.md): Introducing the new **360 Degree SMS communication view**! Property managers can now have enhanced visibility into the SMS conversations that take place between Latchel associates and their owners, residents, or service providers.
- [Propertyware Integration Reference Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Propertyware-Integration-Reference-Guide.md): Once the integration is active, it will allow groupings of properties. Latchel supports enterprise accounts as long as all the properties the property manager wants to sync with Latchel are in a single location. Latchel does not currently support syncing across multiple locations.
- [Quick Search Box for Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Quick-Search-Box-for-Work-Orders.md): In line with our continuing dedication to accelerating and simplifying navigation within the Latchel dashboard, we've enhanced the work order search functionality.
- [Rent Manager Integration Reference Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Rent-Manager-Integration-Reference-Guide.md): The Rent Manager Integration with Latchel makes property maintenance easier by syncing property details, resident information, and work orders between both systems. This guide walks you through how the integration works, what to expect, and how to ensure everything stays in sync—so you can spend les…
- [Rent Manager Integration Troubleshooting](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Rent-Manager-Integration-Troubleshooting.md): If you’re running into issues with the Rent Manager integration, this guide is here to help. Below, you’ll find common problems users encounter and the steps to resolve them—so you can quickly get everything back in sync and running smoothly. Whether it's syncing issues, data mismatches, or setup co…
- [RentCheck Integration](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Rentcheck-Integration.md): Latchel has recently entered into a strategic partnership with RentCheck, aiming to enhance and streamline operational workflows. This collaboration emphasizes the identification and efficient handling of maintenance issues that come up during RentCheck inspections.
- [Rentvine Integration Reference Guide](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Rentvine-Integration-Reference-Guide.md): Latchel’s integration with Rentvine makes property maintenance easier by syncing work orders, tenant info, and property details between both systems. This means no more double entry—just smooth, automatic updates so you can focus on managing properties while Latchel handles the maintenance coordinat…
- [Resident Benefits Guides](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Resident-Benefits-Guides.md): Latchel’s Resident Benefits program allows property managers to offer added services and value to residents—all while maintaining full control over how the benefits are presented and accessed. This section provides step-by-step guides on creating, customizing, and sharing your Resident Benefits Dash…
- [SMS Transcripts](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/SMS-Transcripts.md): You can now view a transcript of all SMS conversations that have been tagged to a work order.
- [Self-Signup - Latchel Standard](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Self-Signup-Latchel-Standard.md): **Latchel's Starter** feature is a **self-service option** designed for property companies and managers. It offers a firsthand experience of how Latchel operates, particularly valuable for managers overseeing properties with fewer than 50 units. Having had this enriching experience, you are then ide…
- [Set Up Latchel as a Service Provider in Your System](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Set-Up-Latchel-as-a-Service-Provider-in-Your-System.md): If you are not utilizing a system integration, you can manually send Latchel work orders via your Property Management software system by setting Latchel up as a service provider.
- [Set Up Non-Emergency Schedule](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Set-Up-Non-Emergency-Schedule.md): This setting allows you to control whether residents can request non-emergency appointments during evening hours. Use it to enforce company-wide scheduling preferences and ensure appointments align with your team’s availability.
- [Setting Up Latchel Contracted Network (LCN) Preferences](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Setting-Up-Latchel-Contracted-Network-LCN-Preferences.md): Property managers and owners may opt for Latchel Contracted Network Service Providers to handle their maintenance jobs.
- [Taking Action on Needs Approval Invoices](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Taking-Action-on-Needs-Approval-Invoices.md): This help guide will provide general information on different actions you can take as a property manager once an invoice is in **Needs Approval** status. Let's check out.
- [Task Management](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Task-Management-Overview.md): Stay on top of your responsibilities with Latchel’s task management tools. This section covers how to create, defer, and complete tasks efficiently, helping you and your team stay organized and aligned.
- [Task Notification Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Task-Notification-Settings.md): **There are 2 types of task notifications:**
- [The New Latchel Data Sync Extension](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/The-New-Latchel-Data-Sync-Extension.md): We’ve released a new and improved version of the Latchel Data Sync Extension, designed to make syncing your AppFolio data even smoother. The latest version is now live and includes several upgrades to improve your experience.
- [The Webhook Subscription](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/The-Webhook-Subscription.md): Property managers can now receive webhook data when a **job**, **portfolio**, **property**, **resident**, **invoice**, **file**, and **owner** is either created or updated.
- [The Work Order Page](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/The-Work-Order-Page.md): Property managers or administrators may have their preferences when it comes to viewing or checking on work orders. Here is an overview of how to navigate the work order page.
- [Turn Off Maintenance Request in Propertyware](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Turn-Off-Maintenance-Request-in-Propertyware.md): Once you’re using Latchel with an active Propertyware integration, you’ll want to disable tenants’ ability to submit maintenance requests in Propertyware. This guide walks you through how to turn off tenant service request submissions so all requests flow through Latchel.
- [Turn Off Maintenance Requests in Rent Manager](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Turn-Off-Maintenance-Request-in-Rent-Manager.md): If Latchel is managing maintenance for all your units, you can prevent tenants from submitting service requests through your Rent Manager portal. Follow the steps below to disable this feature and ensure all maintenance requests are routed through Latchel.
- [Understanding the Invoice Auto-Approval Threshold](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Understanding-the-Invoice-Auto-Approval-Threshold.md): This guide offers insights into the **Invoice Auto-Approval Threshold** and its applicability. Let's explore this feature!
- [Updating the Latchel Data Sync Extension](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Updating-the-Latchel-Data-Sync-Extension.md): If you're experiencing issues with your Latchel Data Sync, it may be due to an outdated version of the browser extension. This guide will walk you through the steps to update the extension to the latest version to ensure continued compatibility and performance.
- [User Management](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/User-Management-Overview.md): Easily manage who has access to your Latchel account and customize user settings to match your company’s structure. This section provides guidance on adding users, creating groups, updating contact details, and managing login credentials.
- [Work Order Processing with Intake Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Work-Order-Processing-With-Intake-Settings.md): The **Work Order Processing** flow in Intake Settings determines how incoming maintenance requests are classified, routed, and resolved based on the rules you set. By using plain-language conditions, you control whether a work order is marked as **Emergency, Urgent, Normal, or Resident-Responsible.*…
- [Work Order Status Definitions (Maintenance Page Overview)](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Work-Order-Status-Definitions-Maintenance-Page-Overview-New-Experience.md)
- [Yardi Voyager Standard Interfaces Setup](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/Yardi-Voyager-Standard-Interfaces-Setup.md): This help guide will provide you with the basic steps to set up your **Yardi Voyager interface with Latchel**. As an approved Yardi standard interfaces vendor, Latchel ensures that your property and resident data are always up-to-date, making your service requests seamless and organized.
- [Custom Reporting and Benchmarks Usage Details](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/custom-reports-and-benchmarks.md)
- [Property Insights Section](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-property-insights-section.md)
- [Register Your Existing Email with Gmail for Latchel Analytics Access](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-register-your-existing-email-with-gmail-for-latchel-analytics-access.md)
- [Reports Section](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-reports-section.md)
- [The Summary Section](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-the-summary-section.md)
- [The Work Order Section](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-the-work-order-section.md)
- [Vendor Insight Section](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/latchel-analytics-vendor-insight-section.md)
- [On-Call Rotation: Getting Started](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/on-call-rotation-getting-started.md)
- [Property Manager Articles](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/property-manager-guides.md): This hub is designed to give you quick access to all the resources you need to navigate your partnership with Latchel. Whether you're managing emergencies, understanding work order processes, updating account settings, or exploring service options, our categorized help guides provide step-by-step su…
- [Recurring Work Orders](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/recurring-work-orders.md)
- [Setting Up Absences](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/setting-up-absences.md)
- [ACH Setup Through Ramp](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/ACH-Setup-Through-Ramp.md): Latchel’s Resident Benefits make it simple for residents to claim **cash reimbursements** for approved repair expenses. If you’ve been approved for a repair reimbursement and aren’t sure what to do next, this guide will walk you through the steps to get your funds smoothly and securely through **Ram…
- [Accessing Your Resident Benefits Hub](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Accessing-Your-Resident-Benefits-Hub.md): Every time you contact Latchel, you'll be sent a **link to access your online portal**. Latchel offers wide range of popular benefits you can choose from to enhance your resident experience. Here's how you can access your Resident Benefits Hub.
- [Cancelling a Work Order (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Cancelling-A-Work-Order-Resident.md): Need to stop a request that’s no longer needed? This guide walks you through how to properly **cancel a work order** in Latchel and what happens after it’s canceled.
- [Comprehensive Resident Help Guides](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Comprehensive-Resident-Help-Guides.md): Welcome to your go-to resource for getting the most out of your Latchel services. These guides are designed to walk you through common processes like submitting maintenance requests, understanding your Resident Benefits, and knowing what to expect during emergency or routine repairs. Whether you’re…
- [FAQ Air Filters for Residents](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/FAQ-Air-Filters-for-Residents.md): **Air filters** are devices designed to remove airborne particles, pollutants, and microorganisms that pose health risks and can harm the environment. The **Free Air Filter program** is one of the resident benefits that property management companies may include as part of their Latchel subscription.
- [Resident Benefits: Filling for Cash Reimbursement](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-Residents-Submit-Benefits-Through-Latchel.md): One of the standout features within the **Resident Benefit Hub** is the ability to file for reimbursements—a solution designed to help offset unexpected costs. This guide specifically discusses some frequently asked questions about **cash reimbursements** and how to submit a request with ease.
- [Adding Images and Files on a Work Order (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Add-Images-and-Files-on-a-Work-Order.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. If you need to **add images and files** on any of your work orders, follow the steps below.
- [Confirming Completion of a Work Order (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Confirm-Completion-of-a-Work-Order.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. To **confirm completion** of your recent maintenance request, follow the steps below.
- [Generating Work Order Details (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Generate-Work-Order-Details-in-PDF.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. If you need to **generate work order details** of your existing or past maintenance request, follow these steps below.
- [Reporting an Incomplete Maintenance Request (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Report-an-Incomplete-Request.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. To **report an incomplete maintenance request** that you have recently submitted, follow the steps below.
- [Submitting a New Maintenance Request (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Submit-a-Maintenance-Request.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests, and also submit a new maintenance request. This help guide will assist you on how you can **submit a new maintenance request**.
- [Updating Availability (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-Update-Maintenance-Schedule-Availability.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. If you need to **update your availability**, follow the steps below.
- [Providing Updates on a Work Order (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-can-a-Resident-View-or-Update-Work-Orders.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. If you need to **provide any updates** to any of your existing maintenance requests, follow the steps below.
- [How to Submit a Maintenance Request Through Your Resident Portal Banner](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/How-to-Submit-Maintenance-Request-through-your-portal-banner.md): If your property manager is a Latchel partner, you may be redirected to Latchel to submit your maintenance requests. Follow the steps below to learn how to submit a maintenance request through your resident portal banner.
- [Maintenance Request Guides](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Maintenance-Request-Guides-Overview.md): We know that a well-maintained home is essential to your comfort, and we’re here to help! In this section, you’ll find helpful resources on submitting maintenance requests, how you can update your availability, or confirm completion of your request. Whether you’re dealing with an urgent issue or jus…
- [Rating the Service Provided (Resident)](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Rating-Completed-Maintenance-Request-Service.md): Latchel values customer feedback! And we want to hear more from you! Here are the steps you can follow to leave a review about your recent experience with a maintenance request.
- [Requesting Assistance from Latchel Via Work Order](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Requesting-Assistance-from-Latchel-Via-Work-Order.md): As a resident, you have access to your **Resident Dashboard** from where you can access your existing and past maintenance requests. If you **need assistance** in any of your existing or recent maintenance request, you may follow the steps below.
- [Resident Benefits: Drain Pack Instructions](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Resident-Benefit-Drain-Pack-Instructions.md): **Latchel’s drain packs** are provided to residents as part of their Resident Benefits to help prevent build-up and reduce the risk of clogs in sinks, tubs, and showers. This guide explains the simple steps for using the drain pack effectively—supporting cleaner drains, fewer maintenance issues, and…
- [Resident Benefits: Lockout Reimbursement](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Resident-Benefit-Lockout-Reimbursement.md): One of the standout features within the **Resident Benefit Hub** is the ability to file for reimbursements—a solution designed to help offset unexpected costs. This guide specifically walks residents like you through how **lockout reimbursements** work and how to submit a request with ease.
- [Resident Benefits Guides](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Resident-Benefits-Guides-Overview.md): As a resident, you have access to a range of valuable benefits designed to make your living experience more convenient and rewarding. This guide provides everything you need to navigate and take full advantage of your resident perks.
- [Resident Benefits: Self-Serve Pest Control Kit](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Resident-Benefits-Pest-Control-Kit.md): **The Self-Serve Pest Control Kit** is a simple, effective, and convenient solution for addressing common pest problems like ants, roaches, spiders, and scorpions without the need to schedule a technician. This new benefit is now available to eligible residents as part of the existing Benefits Progr…
- [Resident Dashboard Overview](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/Resident-Dashboard-Overview.md): Latchel is here to help with the coordination and scheduling of service requests. And you can do this as a resident by accessing your dashboard.
- [Resident Help Guides](https://help.latchel.com/s/topic/0TO5e000000h9wrGAA/resident-help-guides.md): We're here to make managing your home as smooth as possible. Whether you need help submitting a work request, understanding maintenance processes, or learning about our services, you're in the right place.  Explore our resident help articles category below to quickly find answers, or use the search…
- [2025 Newsletter Releases](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/2025-newsletter-releases.md): Explore what’s new in Latchel: features, improvements, and bug fixes in 2025!
- [2026 Newsletter Releases](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/2026-newsletter-releases.md): Explore what’s new in Latchel: features, improvements, and bug fixes for this year!
- [April 21, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/April-21-release.md): The following are the Latchel updates for the week of April 21, 2025.
- [April 7, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/April-7-release.md): The following are the Latchel updates for the week of April 7, 2025.
- [August 11, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/August-11-release.md): The following are the Latchel updates for the week of August 11, 2025.
- [August 25, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/August-25-release.md): The following are the Latchel updates for the week of August 25, 2025.
- [December 1, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/December-1-release.md): The following are the Latchel updates for the week of December 1, 2025.
- [December 15, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/December-15-release.md): The following are the Latchel updates for the week of December 15, 2025.
- [December 29, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/December-29-release.md): The following are the Latchel updates for the week of December 29, 2025.
- [February 10, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/February-10-release.md): The following are the Latchel updates for the week of February 10, 2025.
- [February 24, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/February-24-release.md): The following are the Latchel updates for the week of February 24, 2025.
- [January 12, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/Jan-12-26-release.md): The following are the Latchel updates for the week of January 12, 2026.
- [January 27, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/January-27-release.md): The following are the Latchel updates for the week of January 27, 2025.
- [July 14, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/July-14-release.md): The following are the Latchel updates for the week of July 14, 2025.
- [July 28, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/July-28-release.md): The following are the Latchel updates for the week of July 28, 2025.
- [June 16, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/June-16-release.md): The following are the Latchel updates for the week of June 16, 2025.
- [June 2, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/June-2-release.md): The following are the Latchel updates for the week of June 2, 2025.
- [June 30, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/June-30-release.md): The following are the Latchel updates for the week of June 30, 2025.
- [March 10, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/March-10-release.md): The following are the Latchel updates for the week of March 10, 2025.
- [March 24, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/March-24-release.md): The following are the Latchel updates for the week of March 24, 2025.
- [May 19, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/May-19-release.md): The following are the Latchel updates for the week of May 19, 2025.
- [May 5, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/May-5-release.md): The following are the Latchel updates for the week of May 5, 2025.
- [November 17, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/November-17-release.md): The following are the Latchel updates for the week of November 17, 2025.
- [November 3, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/November-3-release.md): The following are the Latchel updates for the week of November 3, 2025.
- [October 20, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/October-20-release.md): The following are the Latchel updates for the week of October 20, 2025.
- [October 6, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/October-6-release.md): The following are the Latchel updates for the week of October 6, 2025.
- [September 22, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/Sept-22-release.md): The following are the Latchel updates for the week of September 22, 2025.
- [September 8, 2025](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/Sept-8-release.md): The following are the Latchel updates for the week of September 8, 2025.
- [April 20, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/april-20-2026.md)
- [April 6, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/april-6-2026.md)
- [February 23, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/february-23-2026.md)
- [February 9, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/february-9-2026.md)
- [What's New!](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/latchel-newsletter.md): Explore what’s new in Latchel: features, improvements, and bug fixes.
- [March 16, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/march-16-2029-1.md)
- [March 23, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/march-23-2026.md)
- [March 9, 2026](https://help.latchel.com/s/topic/0TO5e000000h9wsGAA/march-9-2026-1.md)

## Optional

- [FAQs](https://latchel.com/faq/)
- [Blog](https://latchel.com/blog/)
- [Case Studies](https://latchel.com/case-studies/)