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.
Get Early Access to Intake Settings!
Before you proceed, please make sure that the Intake Settings is activated on your account. Intake Settings is currently available by request as part of our initial launch. If you’d like to gain access and experience it firsthand, please complete the form below!Sign up here!
Quick Video Tutorial: Start Here!
Creating a New Rule Set
Access the Intake Settings via your Account Settings page. From there, click Manage Rule Sets.
Creating New Rules
Click Create First Rule.
- Severity: Normal
- Severity: Urgent
- Severity: Emergency
- State: Needs Approval - When a rule is set to this state, the work order will require your approval as the property manager before it can proceed.
- Stop: Resident Responsible - When a rule is set to this outcome, the job will be automatically canceled.
Reorder Rules
Rules are processed in order, so place higher-priority rules at the top. You can adjust the order by clicking the up or down arrows next to a rule until the arrangement meets your preference.
How to Edit your Current Rules
Locate the rule you want to edit. Then, click on Edit to open the rule details.
Testing Your Rules
To test if a rule works, use the Test Issue section. Scroll down to the “Test Issue Description” field, enter a sample maintenance issue, and click Test Rules to see how the rules apply.
