> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set-up an Contact Rotation

> Setting up an contact rotation takes just a few minutes. Once configured, it will automatically alert your designated technicians or team members when a qualifying issue is submitted — no manual dispatching required.

### **Pre-Requisites Before Setting Up**

Before starting, confirm that both prerequisites below are in place. Without them, contact rotations will not be available or function correctly.

1. **Contact Rotation package is active**

Your company must be subscribed to the **ER-SaaS-RBP** package and have the **"Include On-Call"** toggle enabled. If either condition is not met, the contact rotation feature will not be available to configure.

2. **Service providers are marked as in-house**

Any service providers you want to add to a rotation must have the **"in-house"** toggle enabled on their profile for the PM company. Technicians without this setting will not appear as selectable in the rotation layer setup.

### **Setting Up the Contact Rotation**

From your dashboard, go to the **Tools** tab, then choose **Contact Rotations**.

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On the next page, click **Create New**, then **give the rotation a clear, descriptive name** (e.g., "Emergency Maintenance" or "Parking Issues"). Click **OK** once done.

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In the new rotation, click **Add Layers** or the **pencil icon** at the right upper corner of the page to start setting up the schedules.

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In the Layers tab, click either **+Add Tech Layers** or **+Add Backup Layer**.

<Note>
  **What are Layers?**

  * **Tech Layers or First Responders** - Technicians and contractors who physically respond to emergencies. Multiple layers allow for shift coverage and escalation.
  * **Backup Layers or Escalation Contacts** - Property managers or staff who should be notified if technicians don't respond. The safety net for critical situations.
</Note>

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<Tip>
  Start with a tech layer to define your primary contact schedule, then add a backup layer for peace of mind.
</Tip>

Select the **rotation type**, then click **Add Layer**.

<Note>
  **Rotation Types:**

  * **Calendar rotation** - Coverage for specific times and days
  * **Block rotation** - 24/7 continuous coverage
</Note>

**A. Setup Calendar Rotation**

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Next, click on any **empty day** to make the **Add Time Slot** option appear.

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Select the **technician** (or backup) from the **dropdown**, or click **+Create Technician** if they are not yet listed. Then, **set the day and start and end times** for the schedule. Click **Add** to save.

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**Repeat these steps** for each day you want the technician scheduled on the rotation.

<Warning>
  Make sure that the service provider you want to include on the contact rotation is set up with **In-House** billing.

  **Need help in setting up your service provider as In-house?** Check the help guide below.

  <Card title="Navigating Your Preferred Service Provider's Profile" color="#ff9b8a" icon="users-gear" iconType="duotone" href="s/topic/0TO5e000000h9wqGAA/How-to-Navigate-Preferred-Service-Providers-Profiles">
    Learn how to navigate your service provider details and make changes easily.
  </Card>
</Warning>

Finally, adjust the **Repeat Cadence**. This will set how often the weekly schedule repeats.

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**B. Setup Block Rotation**

Choose **Block Rotation**, then click **Add Layer**.

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Select the **Technician (or Backup)** from the dropdown list, or **+Create Technician** (or PM User if Backup Layer) if the person is not yet added in Latchel. Also setup the **Rotation Frequency**, and **Handoff Time**.

<Tip>
  For **Rotation Frequency**, you can select the number of **days or weeks**. If the frequency is set to weeks, the **Handoff Time** will require you to **choose the day of the week** when the next person will be scheduled to be called.
</Tip>

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When finished setting up your new contact rotation, click **Close** at the bottom of the screen. The new contact rotation will show on your screen.

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