In other words:Fill in your company details, check the preview, and download the guide to share with your technicians.
How to Make Your Technician Guide
Add your company details
Type your company name, upload your logo, and pick a brand color. The contact name is what technicians save the numbers as, for example “Pam T Work Orders”.
Add your Latchel numbers
Add the numbers your technicians get calls and texts from, with a short label and note for each. You can add up to three. Not sure which numbers Latchel assigned to you? See the guide below.
How to View Your Latchel-Assigned Phone Number
Find the numbers Latchel assigned to your account in your dashboard.
Edit the footer
The footer tells technicians what to do if they still miss calls or texts. Change the text to add your own contact details, office hours, or anything else your team needs.
Download and share
Click Download PDF to save the guide as a PDF file, or click Download web page to get an HTML file you can email, print, or post on your own site.
Nothing you enter here is saved or sent to Latchel. Your details stay in your browser and are cleared when you leave the page, so download your guide before you close it.
How to Troubleshoot On-Call Alerts for Your Technicians
Check phone numbers, let alerts through, and add backup contacts.