Alternatively, Property Managers can assign a work order to Service Providers, allowing them to submit their bids and enabling the Property Manager to choose the best bid.

In either case, let’s explore this step-by-step guide on how to submit a bid or estimate.

From the Service Provider dashboard, click the Work Order number showing under the Other Work Orders status.

To submit an estimate, click on Provide Work Order Update.

The page will be routed to options available to update the job. Click on Add Estimate.

On this page, you will be asked to provide the estimated total cost for the work order. Type the amount under New Total and the reason for the budget increase under Reason for/Description of new estimate.

You can also attach an image or file by clicking on Choose Image/File. We highly recommend adding these, as most property managers request this information.

For detailed information on adding an image or a file, please check out this help guide: Adding Images/Files to a Work Order (Service Providers)

Now that the images and files have been uploaded, you can submit your bid for the Property Manager to review by clicking on Send Estimate.

Notice that the work order status is now Needs Owner Approval. To return to the main dashboard page, simply click on OK.

NOTE:

  • If you encounter any difficulties while submitting the estimate through your service provider dashboard, you can send an email to team@latchel.com.
  • Once the Property Manager approves the job and the resident completes the scheduling, the scheduling functions will be automatically sent to you if you’re approved for the job.

Here’s a video you can also watch!

Adding Bank Account Information (Service Provider)How to Create an Invoice (Service Providers)