How to Remove a Preferred Service Provider (Priority List)

Click People, then go to Service Providers.

Under Categories & Prioritization, expand the skill category where you need to remove a preferred service provider by clicking the icon across the category name.

From the list of prioritized service providers, locate the name of the service provider you need to remove. To remove a service provider from your Priority List, click on the three dots on the right side of the service provider name, then click Remove From Priority List.

In the box that will show at the top of your screen, click OK to confirm the changes you made.

And that’s how you can remove a service provider from your priority list!

On another note, there are situations when Property Manager would like to copy over company Service Provider prioritization settings to the portfolio or property level, but there are instances when they want to copy all company settings except for 1-2 skill categories. If they want to remove all the Service Providers in a skill category, it was very tedious to remove each Service Provider one by one.

Thanks to the continuous improvement that Latchel provide, the removal of all prioritized service provider from a skill category is now an easy job. Here’s how:

From the property manager’s profile, click on Service Providers then Categories & Priorities.

Scroll to the skill category where all service providers will be deprioritized. For this example, we have the Solar category. Click on the arrow to show all prioritized Service Providers. 

The Solar category has 11 assigned and prioritized Service Providers. To remove the prioritization, click on Remove All from Priority List.

A prompt will appear to confirm the change or request, click OK.

The result will show that no service provider is prioritized in this category.