Top Property Manager Articles
How to Add a Service Provider to a Portfolio
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
How to Add a Service Provider to a Portfolio
When you want to assign a service provider to a portfolio that is not currently in the same territory or zip code as the portfolio, you can follow the steps to assign a service provider.
From your dashboard, click Places and then Portfolio.
From the Portfolio page, you can click on the Portfolio you’d like to configure or search it on the search bar.
On the portfolio page, click on the Service Providers tab and select Categories & Priorities.
From the skill/categories, click on the dropdown icon and then + Include Service Provider.
Then list of Service Providers available will appear and you may add them by clicking + include beside their names.
On the pop-up window, select the property(s) you want the service provided to be added.
To finalize the configuration/change, click on Continue.
Do you also need to update your service provider’s skills? Check this help guide: How to Prioritize/Edit Service Providers With Their Skills