{"id":1033,"date":"2019-12-06T09:04:47","date_gmt":"2019-12-06T16:04:47","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1033"},"modified":"2020-07-09T07:33:10","modified_gmt":"2020-07-09T14:33:10","slug":"how-to-navigate-preferred-vendor-profiles","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-navigate-preferred-vendor-profiles\/","title":{"rendered":"How to Navigate Preferred Vendor Profiles"},"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\">As a Property Manager, each of your preferred vendors has an individual page within your Latchel Portal with their contact information, Work Order settings, assigned Work Orders, services they provide (Skills), and their address.<\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoRemovePropertiesandAddProperties-Content\">Content<\/h1>\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><span class=\"toc-item-body\" data-outline=\"2.1\">Video Overview<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span>\n<ul>\n<li>Finding a Vendor profile within the Latchel Portal<\/li>\n<li>Vendor Profile Main Page (Details Tab)\n<ul>\n<li>Work order settings<\/li>\n<li>Skills<\/li>\n<li>Address<\/li>\n<li>Notes and Activity<\/li>\n<\/ul>\n<\/li>\n<li>Vendor Profile &#8220;Maintenance&#8221; Tab<\/li>\n<li>Vendor &#8220;Members&#8221; Tab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Video Overview<\/h2>\n<div style=\"width: 1200px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-1033-1\" width=\"1200\" height=\"675\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/How_to_Navigate_Preferred_Service_Provider_Profiles-1.mp4?_=1\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/How_to_Navigate_Preferred_Service_Provider_Profiles-1.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/How_to_Navigate_Preferred_Service_Provider_Profiles-1.mp4<\/a><\/video><\/div>\n<h2>Step-by-Step Guide<\/h2>\n<h3>Finding a Vendor profile within the Latchel Portal<\/h3>\n<p><strong>Step 1.<\/strong> From your Latchel Portal, navigate to the <strong>People<\/strong> menu and select <strong>Vendors.<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1098\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51.png\" alt=\"\" width=\"586\" height=\"326\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51-200x111.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51-300x167.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51-400x222.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51-600x334.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-51.png 680w\" sizes=\"(max-width: 586px) 100vw, 586px\" \/><\/p>\n<p><strong>Step 2.<\/strong> Search the name of the vendor in the search bar.<\/p>\n<p><img class=\"alignnone wp-image-1105\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27-.png\" alt=\"\" width=\"630\" height=\"289\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--200x92.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--300x138.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--400x184.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--600x276.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--768x353.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--800x368.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--1024x471.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27--1200x552.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-27-.png 2226w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/p>\n<p><strong>Step 3.<\/strong> As you type the name, the list of vendors will be narrowing down. Once you find the name of the vendor you are searching for, click on the<strong> vendor<\/strong> to open the vendor profile page.\u00a0<span style=\"color: #000000;\"><strong><em><a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-add-manage-vendors\/\">If you do not see the vendor you are looking for, click here to see a guide on How to Add &amp; Manage Vendors<\/a>.<\/em><\/strong><\/span><\/p>\n<p><img class=\"alignnone wp-image-1106\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28-.png\" alt=\"\" width=\"684\" height=\"225\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--200x66.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--300x99.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--400x132.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--600x197.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--768x253.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--800x263.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--1024x337.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28--1200x395.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-28-.png 2232w\" sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/p>\n<h3>Vendor Profile Main Page (Details Tab)<\/h3>\n<p>When you open your vendor profile page, it will open the details tab below. From there, you will find multiple sections of information on this vendor:<\/p>\n<h4 style=\"padding-left: 40px;\">Work order settings<\/h4>\n<p style=\"padding-left: 40px;\">Here you will see invoice collection and vendor lock-in settings.<br \/>\n<em>Invoice Collection:<\/em> You may disable the workflow in Latchel\u2019s software to collect invoices from preferred vendors. This is the best thing to do if your preferred network do not invoice for work (i.e. supers or onsite techs) or if your preferred network will only be sending invoices to you directly.<\/p>\n<p style=\"padding-left: 40px;\"><em>Vendor Lock In:<\/em> By default, we will move on to a different vendor if the first one does not respond to our requests to schedule with them. Sometimes property managers want us to stick with a certain Vendor anyway. We call this Vendor &#8220;Lock In&#8221;. By default, we only &#8220;Lock In&#8221; a vendor after they provide an approved quote. Otherwise, we respect the property manager&#8217;s preferences.<\/p>\n<p style=\"padding-left: 40px;\"><img class=\"alignnone wp-image-1041\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30.png\" alt=\"\" width=\"498\" height=\"367\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-200x147.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-300x221.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-400x295.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-600x442.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-768x566.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30-800x589.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-30.png 904w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><\/p>\n<h4 style=\"padding-left: 40px;\">Skills<\/h4>\n<p style=\"padding-left: 40px;\">This section will list all of the skills the vendor has. &#8220;Skills&#8221; refer to the abilities or services that a vendor offers to their customers. Skills are very specific to what needs to be done to resolve the maintenance request and will be grouped into Skill Categories. For example, for Appliance (this is the Skill Category) related issues, the vendor below has two skills: (1) Repair refrigerator; (2) Repair stovetop or oven.<\/p>\n<p style=\"padding-left: 40px;\">You can add skills categories and skills to your preferred vendors. Once you assign the categories and skills to your preferred vendors, you can then \u201cremove or add\u201d skills that are already assigned in the vendor profile on the prioritization page.<\/p>\n<p style=\"padding-left: 40px;\"><a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-prioritize-vendors-and-their-skills\/\"><span style=\"color: #000000;\"><strong><em>Click here to see a guide on How to Prioritize Vendors (and their skills)<\/em><\/strong><\/span><\/a><\/p>\n<p style=\"padding-left: 40px;\"><img class=\"alignnone wp-image-1037\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-300x213.png\" alt=\"\" width=\"681\" height=\"483\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-200x142.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-300x214.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-400x284.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-600x427.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-768x546.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-800x569.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-1024x728.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31-1200x853.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-31.png 2124w\" sizes=\"(max-width: 681px) 100vw, 681px\" \/><\/p>\n<h4 style=\"padding-left: 40px;\">Address<\/h4>\n<p style=\"padding-left: 40px;\">Here you will see the vendor&#8217;s main address. This is used to populate invoices.<\/p>\n<p style=\"padding-left: 40px;\"><img class=\"alignnone wp-image-1038\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-239x300.png\" alt=\"\" width=\"369\" height=\"463\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-200x251.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-239x300.png 239w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-400x501.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-600x752.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-768x962.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-800x1002.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32-817x1024.png 817w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-32.png 878w\" sizes=\"(max-width: 369px) 100vw, 369px\" \/><\/p>\n<h4 style=\"padding-left: 40px;\">Notes and Activity<\/h4>\n<p style=\"padding-left: 40px;\">This is to be used if the Latchel Team has notes to add to the vendor profile and those notes can or not be visible to the vendor. Currently, nothing is being auto-populated there.<\/p>\n<p style=\"padding-left: 40px;\"><img class=\"alignnone wp-image-1039\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-300x97.png\" alt=\"\" width=\"572\" height=\"185\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-200x65.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-300x97.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-400x129.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-600x194.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-768x248.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-800x258.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-1024x331.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-33-1200x387.png 1200w\" sizes=\"(max-width: 572px) 100vw, 572px\" \/><\/p>\n<h3>Vendor Profile &#8220;Maintenance&#8221; Tab<\/h3>\n<p>This tab will provide a list of all work orders that this vendor has been assigned to resolve. You will be able to see the Job Name (or work order title), the property address and the status of the work order with the time the work order has been in that status.<\/p>\n<p><img class=\"alignnone wp-image-1042\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-300x135.png\" alt=\"\" width=\"651\" height=\"293\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-200x90.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-300x135.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-400x180.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-600x270.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-768x346.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-800x361.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-1024x461.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-34-1200x541.png 1200w\" sizes=\"(max-width: 651px) 100vw, 651px\" \/><\/p>\n<h3>Vendor &#8220;Members&#8221; Tab<\/h3>\n<p>This tab provides a list of staff members, or points of contact, for this vendor company.<\/p>\n<p><img class=\"alignnone wp-image-1108\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35-.png\" alt=\"\" width=\"660\" height=\"248\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--200x75.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--300x112.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--400x150.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--600x225.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--768x288.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--800x300.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--1024x384.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35--1200x450.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-35-.png 2012w\" sizes=\"(max-width: 660px) 100vw, 660px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Video Overview Step-by-Step Guide Finding a Vendor&hellip;<\/p>\n","protected":false},"author":12,"featured_media":0,"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\/ 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