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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.

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What’s the Difference Between Soft and Hard Budget Limit?

  • Soft budget limit — A threshold that triggers a notification when an estimate approaches it, but does not block approval.
  • Hard budget limit — A firm ceiling. Any estimate or budget request under this amount is auto-approved by the system without requiring your review. Anything over it triggers a notification and requires manual approval.

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Updating Approved Budget

From your Dashboard, click the Maintenance dropdown and select Work Orders.
Budget 1
Now to select the desired work order, use the Search Bar then click on the Work Order ID on the Work Order page. You can also use Filter for easy search.
Budget 2
From the work order page, click on the Budget tab and look for the Approved Budget.
Budget 3
An admin user or a Property Manager may edit the approved budget that is not over the Hard Budget Limit otherwise, Property manager approval is required before it can proceed. Update the Approve Budget and click on Save.
Budget 4

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Updating Hard Budget Limit

Latchel allows you to set both a soft budget limit and a hard budget limit on your account to control how work order estimates are approved. Starting now, you can also adjust the hard budget limit on a single work order — giving you greater control over payment approvals and helping prevent unexpected charges.
Why This Matters:Previously, if your company-wide hard budget limit was set to (for example) $500, any estimate under $500 on any work order would be auto-approved — even if a specific job warranted extra scrutiny. This led to payment disputes.Now, you can lower (or adjust) the hard budget limit on a specific work order to ensure you’re notified before anything is approved on that job.
To update the hard budget limit, access the work order budget tab within the work order. Then enter the new hard budget. Click Save when done.
Hard Budget
Setting a approved and hard budget limit on an individual WO will override your company-level budget limit for that work order only. All other WOs continue to use your account-level settings.
Do you need to customize your company-level budget limit default for ALL work orders? Check this help guide:

How to Customize Work Order Budget Limits

Adjust the budget threshold that triggers approval requirements on work orders.