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Prioritizing a Service Provider in a Skill Category

Please note: It’s important to add your preferred service providers to your priority list, as they will not show up in the list of available service providers for a certain skill during the assignment process if they are not on your priority list. Furthermore, you need to select all the relevant skills for your preferred service providers in addition to adding them to your priority list.

Go to Service Providers

To prioritize service providers based on their skills, go to your Latchel Portal and click on the People menu, then select Service Providers.

Open the skill category dropdown

Now on the Service Providers page, under the Categories & Prioritization tab, click the corresponding dropdown icon of the category that you want to prioritize a service provider.

Click Include Service Provider

Then click on the + Include Service Provider button.

Select the service provider

Now select which service provider you want to prioritize and click + include.

Choose the skills and save

After selecting the service provider you want to add to your priority list, you will be asked to choose the specific skills you want to assign to them. This feature allows you to limit the scope of work for a certain service provider. Once you have selected the skills, click the Save button to confirm.
After adding the new service provider to your priority list, they will be placed at the bottom of the list. This means that they will only be assigned to work orders for a particular skill category if there are no higher-priority service providers available. If you want to change the order of your priority list or remove a service provider, you can do so by following the instructions in the next section below.

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Editing the Service Provider’s Priority List and Sequence

Click Edit Priorities

To edit the sequence of service providers for each Skill Category, click Edit Priorities on the right-hand side of the page.

Drag to change the priority

Click and hold the six-dot icon next to the priority number on the left-hand side of the page to select a service provider, then drag it up or down to change the priority.

Click Done Updating Priorities

After rearranging the priority list, click Done Updating Priorities to save your changes.
Last modified on November 4, 2026