Preferred Service Provider
How to Add & Manage Service Providers
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.
As a Property Manager, you can add your preferred service providers to your Latchel Portal. Once you add your service providers, you will be able to prioritize which preferred service providers that you want to use and the order of priority they should be used for each Skill Category.
To add a new preferred vendor, click the + New Service Provider.
Type in the email address of the service provider. Click Next.
Fill out the Service Provider Details including the Service Provider’s Company Name, and Primary Contact information. To move on to the next set of information, click Next.
Select the service provider’s skills. You can choose to add skills one by one. To do this, click + Add Skills.
Then, check all the applicable skills of the new service provider. Click Continue when done.
Alternatively, you can select + Add “Quick Create” Skill Set. Three options will pop up:
We created pre-selected Handyman skills, or General Contractor skills so you can quickly add skills Latchel has preset for these types of service providers.
You can choose the third option, All Skills/All Trades if you have a service provider who does everything.
Rest assured, if you select any of the 3 Quick Create Skill Sets, you can easily edit or add/remove the skills we have pre-selected. Click Save at the bottom of the skill set list so save the changes you made on the pre-selected list.
Select the prioritization order of the service provider for each category. You may also fill out the rest of the company settings including optional insurance information and license number. Lastly, click Save.
On the left-hand side of the page, you will see a list of all Skill Categories. Expand each categories to see the list of your preferred service provider within that category by clicking the . Each service provider will have a number next to it showing their order of priority.
A Property Manager or Admin can arrange the service provider prioritization by clicking Edit Priority.
Six dots will appear next to the service provider’s name. Use these dots to drag and drop the service provider into your preferred order. click Done Updating Priorities.
A pop-up box will appear, and the user can either Check/Uncheck All or tick specific skills of the service provider and click Save.
How to Add a New Preferred Service Provider
From your Latchel Portal, navigate to the People menu and select Service Providers.- Handyman Skills,
- General Contractor, and
- All Skills/All Trades.
If the service provider will only work on certain properties or territories, you can also add the territories from your existing properties in Latchel, or manually add zip codes. Check How to Assign Service Provider to a Territory / Zip Code to learn more!
How to Add Existing Service Providers
By following these steps, you can resolve the message “Unhandled Error” when adding an existing service provider as your preferred. As soon as the message appears after entering the service provider’s email address, click Add Service Provider.You may only add and prioritize service providers that already exist in Latchel’s database. However, updates to their skills or contact information cannot be made directly. For any changes, please reach out to success@latchel.com for assistance.
How to Manage Service Providers and Their Skills
From your Latchel Portal, navigate to the People menu and select Service Providers to land on the Categories & Prioritization page.In addition to editing priorities, you can also Remove ALL Service Providers from the priority list, or Include more service providers if needed.
How to Edit or Update a Prioritized Service Provider’s Skill Set in a Category
For each of your preferred service providers, the user can see the contact information and all of the skills that have been prioritized to be used. As the Property Manager, you may choose to not use certain skills from certain service providers. To edit the skills, click the three dots assign to the service provider, and choose Edit Skills.In addition to the Edit Skills option, an option Remove From Priority List is also available in case you need to remove a specific service provider from the list. This option does not remove ALL service providers.