{"id":1014,"date":"2019-12-04T09:19:02","date_gmt":"2019-12-04T16:19:02","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1014"},"modified":"2020-07-14T17:31:26","modified_gmt":"2020-07-15T00:31:26","slug":"how-to-update-your-escalation-contacts","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-update-your-escalation-contacts\/","title":{"rendered":"How to Update Your Escalation Contacts"},"content":{"rendered":"<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><p>As a Property Manager, you can add<span style=\"font-weight: 400;\"> a prioritized list of contacts that you want to be called in the event that an emergency request needs to be escalated. We will call each person 3 times and leave a voicemail before sending a final email.<\/span><\/p>\n<p>There are 4 cases when Latchel may escalate emergency issues to you:<\/p>\n<p><strong>1. Over Budget Limit<\/strong><br \/>\nIf an emergency work order goes over-budget then the Latchel emergency team will contact you for approval. You will receive fewer escalations with a higher emergency budget limit. We recommend a $1000 emergency budget limit, but many customers also choose a $500 emergency budget limit even though it results in more calls.<\/p>\n<p><strong>2. Catastrophic Damage<\/strong><br \/>\nWorst case scenario, the property suffers catastrophic damage. For example, a fire burns down part of the home or a car drives through a wall. This type of catastrophic structural damage will result in Latchel immediately escalating to you.<\/p>\n<p><strong>3. No Service Providers Available<\/strong><br \/>\nWe may run out of service providers to contact if you only use preferred vendors and have not enabled Latchel sourced service providers (LCN or Latchel Contractor Network). Our team may call every preferred vendor 3 times and leave a voicemail, but not hear back. In these cases, we begin your escalation path.<\/p>\n<p><strong>4. Property Verification and Approval<\/strong><br \/>\nWe may receive a request from a resident claiming you are their property manager, however, the property they live at is not added to your account. Our team will call you to receive approval before adding the property to your account.<\/p>\n<p><span style=\"font-weight: 400;\">In the event that we can\u2019t get in touch with any of your escalation contacts, we\u2019ll send a final email to your escalation email list. We will provide all the details relevant to the work order, provide an avenue for you to contact our emergency team, and close the work order in our system until we hear back from you (<em>This is the worst-case scenario)<\/em>.\u00a0<\/span><\/p><\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoContactLatchel-Content\">Content<\/h1>\n<div class=\"toc-macro client-side-toc-macro conf-macro output-block hidden-outline\" data-headerelements=\"H1,H2,H3,H4,H5,H6,H7\" data-hasbody=\"false\" data-macro-name=\"toc\" data-macro-id=\"44ed44bb-0f19-42ea-8050-9a31e0822885\">\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"1\">Objective<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2\">Content<\/span>\n<ul>\n<li>Step-by-step Guide<\/li>\n<li>How to Update\u00a0Escalation Contacts at the Portfolio Level<\/li>\n<li>How to Update\u00a0Escalation Contacts at the Property Level<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Step-by-step Guide<\/h2>\n<h3>How to Update Escalation Contacts at the Company Level<\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note:<\/strong> The Escalation Contacts at the Company Level will automatically apply to <strong>all portfolios and properties<\/strong> on the account. To learn more about configuration inheritance and how to override company level configurations, see <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance-details-tab\">https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance-details-tab.<\/a><\/span><\/div><\/div>\n<p><strong>Step 1.<\/strong> Log into your Latchel <a href=\"https:\/\/stage.latchel.com\">Portal<\/a><\/p>\n<p><strong>Step 2. <\/strong>Click the <strong>dropdown <\/strong>menu on the far right-hand side of your portal and click <strong>Account Settings<\/strong><\/p>\n<p><img class=\"alignnone size-full wp-image-1422\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-Account-settings-gif.gif\" alt=\"\" width=\"776\" height=\"672\" \/><\/p>\n<p><strong>Step 3.<\/strong> Under the <strong>Details<\/strong> tab, scroll down to the <strong>Maint. Communication Settings<\/strong>\u00a0section. From here, you can update or add your Escalation Contacts List that you want to be called in the event that an emergency request needs to be escalated. You can also add or update your <strong><label>Failed Escalation Email List.<\/label><\/strong><\/p>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\">To list multiple email addresses, separate emails by a comma. (i.e. test@gmail.com, test2@gmail.com, test3@gmail.com)<\/span><\/div><\/div>\n<p><img class=\"alignnone size-full wp-image-1432\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Esc-Cont.-Company-Level-gif.gif\" alt=\"\" width=\"796\" height=\"640\" \/><\/p>\n<h3>How to Update Escalation Contacts at the Portfolio Level<\/h3>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><strong>Please note: <\/strong>The Escalation Contacts set at the Portfolio Level will automatically be applied to <strong>all properties within<\/strong> that portfolio. To learn more about configuration inheritance and how a single property can override Portfolio &amp; Company level configurations, see <a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance-details-tab\">https:\/\/latchel.ticksites.com\/wp2\/blog\/configuration-inheritance-details-tab.<\/a><\/span><\/div><\/div>\n<p><strong>Step 1. <\/strong>Click the <strong>Portfolio<\/strong> tab at the top of your portal<\/p>\n<p><img class=\"alignnone size-full wp-image-1424\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-Portfolios-gif.gif\" alt=\"\" width=\"758\" height=\"614\" \/><\/p>\n<p><strong>Step 2.<\/strong> Next, click on the name of Portfolio<\/p>\n<p><img class=\"alignnone size-full wp-image-1425\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-name-of-portfolio-gif.gif\" alt=\"\" width=\"752\" height=\"610\" \/><\/p>\n<p><strong>Step 3.<\/strong> On the <strong>Details<\/strong> page, scroll down to the <strong>Escalation Contacts<\/strong> section. From here, you will see the Company Level <span style=\"font-weight: 400;\">Escalation Contacts<\/span> were automatically applied to the portfolio. To override the Company Level, click override and then update or add<span style=\"font-weight: 400;\"> your Escalation Contacts.<\/span><strong>\u00a0<span style=\"font-weight: 400;\">You can also add or update your <label><strong>Failed Escalation Email List<\/strong>. Click <strong>Save<\/strong>.\u00a0<\/label><\/span><\/strong><\/p>\n<p><img class=\"alignnone size-full wp-image-1433\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Portf-Esc-Contacts-gif.gif\" alt=\"\" width=\"776\" height=\"620\" \/><\/p>\n<h3>How to Update\u00a0Escalation Contacts at the Property Level<\/h3>\n<p><strong>Step 1.<\/strong> Click the <strong>Properties<\/strong> tab at the top of your portal<\/p>\n<p><img class=\"alignnone size-full wp-image-1428\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-properties-tab-gif.gif\" alt=\"\" width=\"754\" height=\"616\" \/><\/p>\n<p><strong>Step 2.<\/strong> Search for the property and click on the <strong>address<\/strong><\/p>\n<p><img class=\"alignnone size-full wp-image-1429\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Click-property-address-gif.gif\" alt=\"\" width=\"778\" height=\"622\" \/><\/p>\n<p><strong>Step 3. <\/strong>On the <strong>Details<\/strong> page, scroll down to the <strong>Escalation Contacts<\/strong> section. From here, you will see the Portfolio Level <span style=\"font-weight: 400;\">Escalation Contacts<\/span> were automatically applied to the property within the portfolio. To override the Portfolio Level, click override and then update or add<span style=\"font-weight: 400;\"> your<strong> Escalation Contacts<\/strong>.<\/span><strong>\u00a0<span style=\"font-weight: 400;\">You can also add or update your <label><strong>Failed Escalation Email List<\/strong>. Click <strong>Save<\/strong>.\u00a0<\/label><\/span><\/strong><\/p>\n<p><img class=\"alignnone size-full wp-image-1434\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Prop-Level-Esc-Contacts-gif.gif\" alt=\"\" width=\"694\" height=\"568\" \/><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Step-by-step Guide How to Update\u00a0Escalation Contacts at&hellip;<\/p>\n","protected":false},"author":12,"featured_media":686,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[353],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Update Your Escalation Contacts | Latchel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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