{"id":1045,"date":"2019-12-06T09:00:53","date_gmt":"2019-12-06T16:00:53","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1045"},"modified":"2020-07-22T17:31:23","modified_gmt":"2020-07-23T00:31:23","slug":"how-to-add-manage-vendors","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/how-to-add-manage-vendors\/","title":{"rendered":"How to Add &#038; Manage Vendors"},"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 your preferred vendors to your Latchel Portal. Once you add your vendors, you will be able to prioritize which preferred vendors that you want to use and the order of priority they should be used for each Skill Category.<\/p>\n<p>When editing your preferred vendors, you can add a Skill Category to the vendor\u2019s Latchel profile which by default selects all skills within that Skill Category. For example, if you select plumbing, it will by default select all skills within plumbing like drain unclog and mainline jetting. <strong><em><a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-prioritize-vendors-and-their-skills\/\">Click here to see How to Navigate Preferred Vendor Profiles<\/a>.<\/em><\/strong><\/p><\/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><\/li>\n<li>How to Add a New Preferred Vendor<\/li>\n<li>How to Manage Vendors (and their skills)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><span class=\"toc-item-body\" data-outline=\"2.2\">Video Overview<\/span><\/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-1045-1\" 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_Add_Prioritize_your_Preferred_Service_Providers.mp4?_=1\" \/><a href=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/How_to_Add_Prioritize_your_Preferred_Service_Providers.mp4\">https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/How_to_Add_Prioritize_your_Preferred_Service_Providers.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<h2><\/h2>\n<h2><span class=\"toc-item-body\" data-outline=\"2.2\">Step-by-Step Guide<\/span><\/h2>\n<h3>How to Add a New Preferred Vendor<\/h3>\n<p><strong>Step 1.<\/strong>\u00a0From 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-51-300x167.png\" alt=\"\" width=\"508\" height=\"282\" 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: 508px) 100vw, 508px\" \/><\/p>\n<p><strong>Step 2.<\/strong> To add a new preferred vendor, click the <strong>All Vendors<\/strong> sub-tab, and click on <strong>+ New Vendor<\/strong>.<\/p>\n<p><img class=\"alignnone wp-image-1047\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-300x68.png\" alt=\"\" width=\"569\" height=\"128\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-200x45.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-300x68.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-400x90.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-600x135.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-768x173.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-800x180.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-1024x231.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/11\/Latchel-36-1200x270.png 1200w\" sizes=\"(max-width: 569px) 100vw, 569px\" \/><\/p>\n<p><strong>Step 3.<\/strong> Fill out the Vendor Details including the Vendor\u2019s Company Name, and Primary Contact information. To move on to the next set of information, click <strong>Next.<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1100\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--300x177.png\" alt=\"\" width=\"553\" height=\"326\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--200x118.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--300x177.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--400x235.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--600x353.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--768x452.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--800x471.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--1024x602.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-37--1200x706.png 1200w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/p>\n<p><strong>Step 4. <\/strong>Select the vendor skills. You can choose to add skills 1 by 1. To do this, click <strong>+ Add Skills.<\/strong><\/p>\n<p><strong><img class=\"alignnone size-full wp-image-1640\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Skills-1-by-1.gif\" alt=\"\" width=\"786\" height=\"508\" \/><\/strong><\/p>\n<p>Alternatively<strong>,<\/strong>\u00a0you can select <strong>+ Add &#8220;Quick Create&#8221; Skill Set. <\/strong>Three options will pop up:<\/p>\n<p style=\"padding-left: 40px;\">1. Handyman Skills,<\/p>\n<p style=\"padding-left: 40px;\">2. General Contractor, and<\/p>\n<p style=\"padding-left: 40px;\">3. All Skills\/All Trades.<\/p>\n<p><img class=\"alignnone  wp-image-1643\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324.png\" alt=\"\" width=\"799\" height=\"470\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-200x117.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-300x176.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-400x235.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-600x352.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-768x451.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-800x470.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-1024x601.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-1200x705.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324-1536x902.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172946.324.png 1924w\" sizes=\"(max-width: 799px) 100vw, 799px\" \/><\/p>\n<p>We created preselected Handyman skills and General Contractor skills so you can quickly add skills Latchel has preset for these types of vendors.<\/p>\n<p>You can choose the third option, <strong>All Skills\/All Trades<\/strong> if you have a vendor who does everything.<\/p>\n<p>Rest assured, if you select any of the 3 Quick Create Skill Sets, you can easily add\/remove the skills we have preselected.<\/p>\n<p><img class=\"alignnone size-full wp-image-1641\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/All-skills_all-trades.gif\" alt=\"\" width=\"806\" height=\"518\" \/><\/p>\n<p>Fill out the rest of the company settings including optional insurance information and license number. Click <strong>Save<\/strong>.<\/p>\n<p><img class=\"alignnone  wp-image-1642\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613.png\" alt=\"\" width=\"813\" height=\"380\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-200x94.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-300x140.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-400x187.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-600x281.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-768x359.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-800x374.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-1024x479.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-1200x561.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613-1536x718.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-2020-07-22T172707.613.png 2660w\" sizes=\"(max-width: 813px) 100vw, 813px\" \/><\/p>\n<h3>How to Manage Vendors and their Skills<\/h3>\n<p><strong>Step 1.<\/strong> Under the <strong>Vendors<\/strong> tab, click <strong>Categories &amp; Prioritization.<\/strong><\/p>\n<p><img class=\"alignnone wp-image-1101\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--300x150.png\" alt=\"\" width=\"622\" height=\"311\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--200x100.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--300x150.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--400x201.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--600x301.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--768x385.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--800x401.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--1024x513.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-39--1200x602.png 1200w\" sizes=\"(max-width: 622px) 100vw, 622px\" \/><\/p>\n<p><strong>Step 2.<\/strong> On the left-hand side of the page, you will see a list of all Skill Categories and your preferred vendors within that category. Each vendor will have a number next to it showing their order of priority. <em><strong><a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/how-to-prioritiz\u2026and-their-skills\/\">Click here to see how to Prioritize Vendors (and their skills).<\/a><\/strong><\/em><\/p>\n<p><em>In the example below, within the &#8220;Appliance&#8221; category, we have two Vendors and &#8220;Appliance Expert&#8221; is the first selected. This vendor will show at the top of the list of vendors when the Latchel Team assigns a vendor.<\/em><\/p>\n<p><img class=\"alignnone wp-image-1104\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1.png\" alt=\"\" width=\"623\" height=\"258\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-200x83.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-300x124.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-400x166.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-600x249.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-768x319.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-800x332.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-1024x425.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1-1200x498.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-40-1-1.png 2222w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/p>\n<p><strong>Step 3.<\/strong> For each of your preferred vendors, you will see the contact information and all of the skills that have been prioritized to be used. As the Property Manager, you may choose to not use certain skills from certain vendors.<\/p>\n<p><em>In the example below, &#8220;Appliance Expert&#8221; can be used to &#8220;Repair refrigerator&#8221; and &#8220;Repair stovetop\/oven.&#8221;<\/em><\/p>\n<p><img class=\"alignnone wp-image-1103\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--300x124.png\" alt=\"\" width=\"615\" height=\"254\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--200x83.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--300x124.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--400x166.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--600x249.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--768x319.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--800x332.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--1024x425.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2019\/12\/Latchel-41--1200x498.png 1200w\" sizes=\"(max-width: 615px) 100vw, 615px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Video Overview Step-by-Step Guide How to Add&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\/ -->\n<title>How to Add &amp; Manage Vendors | 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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