Comprehensive Service Provider Guides
This help guide consists of different lists of guidelines meant to help you as a service provider.
Getting Started
A Guide in Joining Latchel Contractor Network
Step-by-step instructions to apply and join Latchel’s contractor network.
Accessing Your Latchel Portal (Service Providers)
Learn how to log into your Latchel portal and access your account.
An Overview of the Service Provider Dashboard
Get familiar with the main features and tools on your dashboard.
Resetting Your Latchel Password (Service Provider)
Follow these steps to reset your Latchel password if you’ve forgotten it.
Managing Your Account
Adding Bank Account Information (Service Provider)
Set up your bank details to receive payments for completed jobs.
Managing Service Provider Users
Learn how to add or manage multiple users under your company account.
Google Calendar Integration (Service Provider)
Sync your Latchel work orders with your Google Calendar for better scheduling.
Work Order Management
A Service Provider's Guide in Updating a Work Order
An overview of the information you can view and manage within a work order.
How to Accept and Schedule Work Orders (Service Providers)
Guide on accepting and scheduling work orders through your dashboard.
Accepting Work Orders as a VIP Service Provider
Special instructions for VIP providers accepting high-priority jobs.
Rescheduling Work Orders in Latchel (Service Provider)
Steps for changing the scheduled time or date of a job.
Scheduling Work Orders for Another User within the Company
Assign work orders to another team member within your account.
Viewing Work Order Calendar (Service Providers)
Learn how to view and manage your scheduled jobs in the calendar view.
Taking Action on Open Work Orders (Service Providers)
What actions to take on new or pending work orders in your queue.
How to Reject a Work Order (Service Provider)
Proper steps for declining a work order if you’re unable to complete it.
Estimates, Invoicing & Documentation
Submitting an Estimate or Bid on a Work Order (Service Provider)
How to submit quotes or bids when requested by the property manager.
Adding Images/Files to a Work Order (Service Providers)
Upload photos or documents to provide context or proof of completed work.
How to Create an Invoice (Service Providers)
Steps to generate and submit an invoice directly through the portal.
Uploading an Invoice (Service Providers)
Learn how to upload an invoice file if you’re not using Latchel’s invoice tool.