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How to Create a Portfolio

On the upper left-hand side of your dashboard click Places then select Portfolios.
On the right-hand side of your portal, click New Portfolio.
From here, you can create a name for your portfolio and choose to select the assigned Property Manager from the members added to your account. Click Create.
To add properties to your portfolio, click the Properties tab.
Click Add Property on the left-hand side of your portal.
Search for the property address and click on the address to add the property to your portfolio.

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How to Manage a Portfolio

Overseeing a portfolio is similar in many ways to managing at the company level, as many of the settings and functionalities are quite alike.

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A. The Details Tab

Company users may modify the following information in this tab such as:
  • Assigned property manager.
  • Assigned owner. 
  • Emergency Escalation Contacts
  • Portal Settings
  • Work Order Budget Limits
  • Emergency Temperature Settings
  • Non-Emergency Scheduling

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Assigning/Updating the Assign PM User

From the Details tab, under the Property Manager section, click on the three dots or ellipse and click on Reassign PM User.
Click the arrow to show the list of Property Managers and select the name of the new Property Manager. 
A confirmation box will appear to review the Property Manager information, and click on Submit.

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B. The Subscription Tab

This section provides your subscription information including status, start date, and end date of subscriptions. 

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C. The Maintenance Tab

This tab allows you to view and search for work orders that are under the portfolio. 

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D. The Properties Tab

This tab displays all the active properties linked to the specified portfolio. Users have the convenience of searching for an address by typing it into the search bar. Additionally, new properties can be added by simply clicking the +Add Property button.
From this tab, you can also rename your portfolio. Simply click the existing name at the top of the page, type in the new name, and then click Save to save the changes you made.

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E. The Service Providers Tab

This tab allows any company users to manage the preferred service providers at the portfolio level. Service provider prioritization can be modified here including Latchel Contrated Network Service Provider. To know more about adding a service provider to a portfolio, you may follow the steps below:

How to Add a Service Provider to a Portfolio

Learn how to assign a service provider to a specific portfolio so they only receive work orders from the properties you choose.

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F. The Payments Tab

This tab offers detailed insights into the company’s current payment settings. This section also allows for updates to the payment method and gives options to override any existing payment setups for the service provider.
To update the current company’s payment method, simply click override, choose the new payment method to be used, and then click Submit to save the new payment method details.
Payment method not part of the list provided when overriding? Follow the steps in:

How to Update the Service Provider Method on File

Follow these steps to update or change the payment method saved for a service provider in your account.

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G. The Severity and Responsibility Tab

This tab is to view and update/modify the Severity and Responsibility Settings on a portfolio level. To know how you can adjust this setting, please follow the steps in:

Managing Severity and Responsibility Setting.

Edit default rules for how issues are categorized and who’s responsible.