Data Management & Configurations
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 properties or updating team permissions, these tools help you maintain accurate information and ensure everything runs smoothly behind the scenes.
Property Management
Manage property-level data and ensure accurate details for smooth maintenance coordination.
How to Add a Property
How to Remove a Property
How to Re-Enable a Property
How to Add Warranty Information
How to Create and View a Bid Request for a Property
Resident Management
Edit resident information and keep contact details up to date for every unit.
How to Add & Manage Residents
How to Enable or Disable a Resident in Latchel
How to Update the Resident's Availability
How to Add Resident's Move-In/Move-Out Dates
How to View Resident Work Order Links
Portfolio Management
Organize properties into portfolios and streamline team or notification settings by group.
Configuration Inheritance
Understand how settings pass down from company to portfolio to property for consistent workflows.
Configuration Inheritance (Property, Portfolio, & Company Level)
How to Copy Company or Portfolio Service Provider Prioritization
Owner Management
View, update, and manage owner assignments linked to properties in your Latchel account.