These instructions are ONLY for Emergency work orders.
Benefits of Pre-Dispatch Instructions
- Provide the list of contacts to reach out to before dispatching a service provider.
- Provide special instructions to prevent dispatching for certain types of issues.
- Provide helpful contextual advice for the team because of unique property conditions.
This must includes a list of contacts to be reached out to before dispatching a service provider.
PM escalations before dispatching can be attempted via all contact methods. This doesn’t imply waiting for responses; moving forward is permissible if escalation contacts are unresponsive.
What Not to Include in Pre-Dispatch Instructions
Pre-dispatch instructions should focus on critical steps Latchel needs to follow before sending a vendor. Avoid adding general property notes, vendor preferences, or post-dispatch follow-ups to keep your instructions clear, actionable, and effective—because these notes can be configured in other settings of your account.
The table below shows what is not to be included in pre-dispatch notes.
How to Set up Pre-dispatch Instructions
If you would like to set this up for all properties on your account, a specific portfolio, or selected properties, please email success@latchel.com for assistance.
To help us assist you better, kindly include your desired configuration level (company/global account, portfolio, or property) along with the instructions you want our team to follow before dispatching.