Top Property Manager Articles
Export Severity Settings as a CSV File
Top Property Manager Articles
- Overview
- How to Approve or Deny a Duplicate Work Order
- Emergency Outbound Communication Process
- How to Set-up an On-Call Rotation
- How to Opt-In to the Latchel Contractor Network
- How to Opt-Out of Latchel Contractor Network
- How to Update Status of Work Orders on Waiting for PM
- Duplicate vs. Recall Work Order: Know their Difference
- How to Access and View a Resident Public Dashboard
- How to Update Your Escalation Contacts
- Comprehensive Integration Guides
- Yardi Voyager Standard Interfaces Setup
- Latchel Guarantee and Refund Request Policy
- How to Add and Remove Company User
- Navigating the Latchel Data Sync Extension
- How to Download and Activate the Latchel Data Sync
- Emergency Escalations: Property Damaging and Extreme Habitability Situations
- Taking Action on Needs Approval Invoices
- Understanding the Invoice Auto-Approval Threshold
- Updating Work Order on Waiting For Materials Status (New Experience)
- Methods of Searching Invoices
- Overview of Work Order Life Cycle
- Rent Manager Integration Reference Guide
- Managing the Invoice Auto-Approval Threshold
- Comprehensive Work Order Guide (New Experience)
- How to View Resident Work Order Links (New Experience)
- How to Add a New Problem/Location Setting From the Work Order Page (New Experience)
- How to Change the User Notification Group via Work Order (New Experience)
- How to Upload Files to a Work Order for Property Manager (New Experience)
- How to Change the Severity Settings on a Work Order
- How to Take Action When a Work Order Is Pending (New Experience)
- How to Reopen a Work Order (New Experience)
- Work Order Status Definitions (Maintenance Page Overview) (New Experience)
- How to Submit a New Work Order
- How to Defer a Task (New Experience)
- How to Create a Task (New Experience)
- How to Complete a Task (New Experience)
- How to Assign and Reassign Service Providers on Work Order (New Experience)
- Latchel Data Sync Extension Reference Guide
- Propertyware Integration Reference Guide
- Invoicing and Handling Payments for Service Providers
- How to Turn on Preferred Service Provider Payments
- How to Install the Latchel Data Sync Extension
- Enabling Latchel Vendor Network Via Work Order
- Navigating Your Preferred Service Provider's Profile
- Managing Your Portfolios
- Setting Up Latchel Contracted Network (LCN) Preferences
- Setting Up Pre-Dispatch Instructions with Latchel
- How to Download or Manage Files from Work Orders (New Experience)
- How to Change the Service Provider on a Work Order (New Experience)
- How to Update the Approved Budget on an Active Work Order (New Experience)
- How to Provide Permission for Service Provider to Access Property for a Work Order (New Experience)
- How to Enable Service Provider Locked-In on a Work Order (New Experience)
- How To Send SMS Messages From Latchel
- How to Add Resident's Move-In/Move-Out Dates
- How to Create User Groups
- How to Copy Company or Portfolio Service Provider Prioritization
- How to Download a Work Order Invoice (New Experience)
- How to Add or Update Service Provider Instructions on a Work Order (New Experience)
- How to Add a Special Note to a Work Order (New Experience)
- How to Set a Work Order as Mandatory (New Experience)
- How to Update the Skill Required on a Work Order (New Experience)
- How to Update the Work Order Status (i.e. to Scheduling, Pending, Completed, Canceled) - (New Experience)
- How to Change a Work Order Number (New Experience)
- How to Use the Filter Options in the Work Order Tab Page
- How to Update a Work Order Title (New Experience)
- How to Add Invoices (New Experience)
- How to Access & Read Call Logs (New Experience)
- How to Cancel a Work Order (New Experience)
- Quick Search Box for Work Orders
- How to Change the Property on a Work Order (New Experience)
- How to Tag Video Calls to a Work Order (New Experience)
- A Property Owner's Guide in Managing Work Orders
- The Work Order Page
- RentCheck Integration
- Self-Signup - Latchel Standard
- Emergency Process Quick Guide
- How to Contact Latchel
- How to Approve or Deny an Estimate or a Bid
- How to Update the Resident's Availability
- How to Resend the Work Order Details to the Service Provider
- How to Filter SMS by Portfolio
- End SMS Conversation Without Assigning It to Property Managers
- Managing Severity and Responsibility Settings
- How to Edit Existing Severity and Responsibility Preset
- Navigating the New Tool Tab in the Latchel Dashboard
- The Webhook Subscription
- Maintenance Automation: Emergency vs. Non-Emergency
- How to Create and View a Bid Request for a Property
- How to Set Service Provider as a VIP Preferred Service Provider
- How to Access the Help Center Through Your Latchel Dashboard
- Configuring Portal Settings
- How to Update the Work Order Summary
- How Latchel Integration Works
- How to Delete a Portfolio
- SMS Transcripts
- How to Remove a Preferred Service Provider (Priority List)
- How to Assign a Latchel Contracted Network Service Provider (New Experience)
- How to Change/Reset the Password of a Latchel User's Login
- How to Update a Company User's Contact Information
- Dashboard 2.0!
- How to Report Bugs and Issues with our Tools
- How to Create New Resident Benefit
- How to Prioritize a Preferred Service Provider for Multiple Skills
- Customizable Work Order Quick View
- How To View the Service Provider's Calendar
- How to Prioritize/Edit Service Providers With Their Skills
- How to Manage My Own Invoice Notification Settings
- How to Override/Change Service Provider Payment Method in Portfolio
- How to Override/Change Service Provider Payment Method in Property
- Set Up Latchel as a Service Provider in Your System
- How to Enable or Disable a Resident in Latchel
- Configuration Inheritance (Property, Portfolio, & Company Level)
- How to Sync Work Order Attachments from Latchel to PropertyWare (New Experience)
- How to Remove a Preferred Service Provider (Globally)
- How to Ensure an SMS Conversation Has the Right Tag
- How to Set the Require Detailed Invoice Setting
- How to Export Your Invoice Data to a CSV
- How to Multi-Select Portfolios
- How to Export Properties
- How to Export All Work Orders (New Experience)
- How to Apply Existing Severity and Responsibility Preset
- How to Save Existing Severity Responsibility Presets
- How to Terminate the Gmail Integration
- Export Severity Settings as a CSV File
- Property Manager 360 Degree Communication View
- How to Generate an API Key
- How to Add & Manage Residents
- How to Assign Service Provider to a Territory / Zip Code
- Customize How Long Latchel Waits Before Contacting Your Next Service Provider
- How to Edit Service Provider Skills
- Task Notification Settings
- How to Add Emergency Temperature Thresholds
- How to Change the Primary Resident on a Work Order (New Experience)
- How to Download a Work Order History (New Experience)
- How to Place a Work Order On Hold (New Experience)
- How to Create an Owner Profile and Assign Property Ownership
- How to Schedule Service Provider Payments in Future Date
- How to Modify Custom Resident Benefit
- How to Setup Owner Communication
- How to Remove a Property
- How to Re-Enable a Property
- How Emergency Temperature and Severity Settings Work Together
- How to Set Up Owners Who Manage their Own Maintenance
- How to View Your Latchel-Assigned Phone Number
- How to Update the Service Provider Payment Method on File
- How to Add a Property
- How To Blacklist a Service Provider
- Latchel Reports Overview
- How to Give Your Residents Direct Access to Their Benefits Dashboard
- How to Embed Your Resident Benefits Dashboard Directly on to Your Website
- How to Update Your Subscription Payment Method
- API Docs
- How to Activate the Client Propertyware Integration
- How to Restrict Evening Availability for Non-Emergency Work Orders
- How to Handle Tags for Someone Asking About Multiple Work Orders
- How to Tag SMS Conversations Started by a Property Manager
- How to Customize Work Order Budget Limits
- How to Add & Manage Service Providers
- How to Configure a Property with Default Access Instructions
- Latchel Task Page Overview
- How to Add a Service Provider to a Property that is Outside of an Assigned Territory / Zip Code
- How To Specify If Your Service Provider Handles Emergencies, Non-Emergencies, Or Both
- How to Add Warranty Information
- How to Add a Service Provider to a Portfolio
- How to Disable Automatic Invoice Collection from Preferred Service Providers
- Rent Manager Integration Troubleshooting
- Integrating Rent Manager into Latchel
Top Property Manager Articles
Export Severity Settings as a CSV File
If you would like to export a CSV version of your company’s severity settings, you can do so with the following steps.
On your Latchel dashboard click your initials on the top right-hand corner, and on the drop select Account Settings.
Then on the Severity/Responsibility tab, click the Export icon.
And click OK.
Once the download is complete, please check your computer downloads to access the (.)CSV file.