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