Adding & Managing Service Providers
Navigating Your Preferred Service Provider's Profile
Learn how to explore provider details and make changes easily.
How to Add & Manage Service Providers
Step-by-step guide for onboarding and maintaining provider profiles.
How to Edit Service Provider Skills
- Update the job types and skill sets your provider can perform.
How to Prioritize/Edit Service Providers With Their Skills
Reorder provider preferences based on skill.
How to Prioritize a Preferred Service Provider for Multiple Skills
Set priority across different job types per provider.
How to Add a Service Provider to a Portfolio
Assign providers to specific portfolios for better organization.
Set Up Latchel as a Service Provider in Your System
- Add Latchel as a vendor to receive and manage work orders directly.
Assigning Service Providers to Work Orders
How to Assign and Reassign Service Providers on Work Order
Update or change assigned providers directly from a work order.
How to Assign a Latchel Contracted Network Service Provider
Use Latchel’s network to fill provider needs when your list is unavailable.
Enabling Latchel Vendor Network Via Work Order
- Activate the vendor network for one-off or fallback sourcing.
How to Add or Update Service Provider Instructions on a Work Order
Attach property-specific or job-specific instructions to ensure clarity.
Service Territory Management
How to Assign Service Provider to a Territory / Zip Code
- Map providers to specific regions for more targeted job dispatching.
How to Add a Service Provider to a Property that is Outside of an Assigned Territory / Zip Code
Allow a provider to serve properties beyond their default service area.
Service Provider Preferences
How to Set Service Provider as a VIP Preferred Service Provider
Prioritize VIP providers above others during dispatch.
How To Specify If Your Service Provider Handles Emergencies, Non-Emergencies, Or Both
Define which provider types are eligible for different urgency levels.
How To View the Service Provider's Calendar
- See availability and appointment schedules at a glance.
How to Opt-In to the Latchel Contractor Network
Join Latchel’s vendor network for broader coverage.
How to Opt-Out of Latchel Contractor Network
Remove your company from Latchel’s network dispatching.
Setting Up Latchel Contracted Network (LCN) Preferences
- Control when Latchel uses its service provider network for your work orders.
Removing or Restricting Service Providers
How To Blacklist a Service Provider
Block providers from receiving any jobs from your company.
How to Remove a Preferred Service Provider (Globally)
Remove a provider from all properties they serve.
How to Remove a Preferred Service Provider (Priority List)
Take a provider off the priority list without removing them entirely.