How To View the Service Provider's Calendar
Property managers now have the ability to view all Latchel work orders for a Service Provider company or an individual service provider user in a convenient calendar view. They are also able to print it to give to their team members to reference.
From the Latchel dashboard select People, and on the dropdown click Service Providers.
On the Service Providers page, go to the My Service Provider Management tab. And from the list, select which Service Provider company you would like to view the calendar schedule.
In the Service Provider company profile, click the Calendar tab. From here, you will see what work order the Service Provider company has with Latchel.
Note: If the calendar shows different colors of scheduled work orders, these colors denote each of the users assigned to the work order Each work order in the calendar can be clicked and expanded to show the details of the work order and could also direct you to the work order page view.
How to Filter the Calendar View?
From the calendar click Filters, and a dropdown option will appear where you can choose which service provider user you want to view.
How to Print the Calendar View?
On the calendar page, click Print View which will give you a larger view of the calendar.
Located on the top right corner, click the Print icon which enables you to print all of the scheduled work orders for the week or print the calendar for each of the individual users.
How to know if the Service Provider has another work order for another Property Manager company?
You can view the work order details if it’s for your company, but if the Service Provider has another work order for a different company, the calendar will show a gray-out field with an Unavailable label on it.
Note: The calendar will always be in the time zone of the person that is viewing the calendar.